Personnel

Brian H Merriam, CPCU, ARM, AAI, President

About Brian H Merriam, CPCU, ARM, AAI, President

Brian began his career in the insurance business with his father in 1983 as a general lines producer. Since his father's retirement in 1989, he has been responsible for agency personnel, marketing and sales strategy. He instructs on insurance and risk management topics for various organizations around the United States and is active in church and community affairs. He is married and the father of three children. Brian considers himself blessed to work with his clients and staff and trusts that the Merriam Agency is making a positive difference in the lives of others.

President
376 Broadway
Schenectady, NY

Toll-Free:
(877) MERRIAM x 201
(877) 637-7426 x 201

Jennifer Holt, ACSR

Jennifer Holt, ACSR

Jennifer Holt is a graduate of the Sage College of Albany with a Bachelor’s Degree in Crime & Justice Policy. She is a licensed insurance broker currently managing our Service Team and Professional Liability departments. With a specialty in coverage and issues for real estate professionals she also serves as the underwriter for our title agent book of business. Outside of work, Jennifer cherishes the time spent with her three boys and her baby girl.

Service Team Manager
Schenectady, NY

Toll-Free:
(877) MERRIAM x 206
(877) 637-7426 x 206

James Dick, CPCU, AAI

James Dick, CPCU, AAI

James is a licensed Property and Casualty broker working as Sales Manager for all of Merriam’s insurance programs. He and his wife love to travel and eat foods from around the world. James holds a BA in Classics from Washington and Lee University.

Sales Manager
Schenectady, NY

Toll-Free:
(877) MERRIAM x 219
(877) 637-7426 x 219

Joshua D. Crowder, AAI

Joshua D. Crowder, AAI

Josh joined the Merriam team in 2011 in a management and production capacity. He holds a BS in Economics from Siena College and has more than 10 years in the Commercial Banking and Municipal Finance arenas. Josh holds his New York State Property and Casualty, and Life, Accident and Health licenses. He is currently pursuing a Master’s Degree from Mid America Baptist Theological Seminary, and is simultaneously studying to increase his depth of insurance knowledge. Josh is married and the father of five children. He is thrilled to have the opportunity to provide his clients with the personal attention and value in service that they expect.

Operations Manager
Schenectady, NY

Toll-Free:
(877) MERRIAM x 224
(877) 637-7426 x 224

Francis X Foley

Francis X Foley

Health & Benefits Manager
Schenectady, NY

Toll-Free:
(877) MERRIAM (637-7426) x 205

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Lisa Reed

Lisa recently joined the Agency as Professional Liability Account Representative. She has years of experience working as a paralegal, and has been an account representative for over a year. Lisa had previously worked at The Merriam Agency and is glad to be back.

Lisa enjoys being challenged professionally, and loves to assist clients by solving problems for them.

She is from the Capital District and has been back in the area for a few years after having traveled out west in the military and living in Colorado for 15 years. Lisa currently lives near the Adirondacks and, when she isn't working, she enjoys being in the mountains or on the water.

Professional Liability Account Representative
Schenectady, NY

Toll-Free:
(877) MERRIAM x 210
(877) 637-7426 x 210

Shannon McMeel

Shannon McMeel

Shannon joined the Agency in September of 2014. She has been administering Flexible Spending Accounts and financing for over 13 years.

Shannon is very passionate about the work that she does at Merriam. She loves working with her clients, visiting employees and educating them about the great benefits we offer.

When Shannon is not working, she is mot likely at her daughter's softball games or practices. If there isn't a game going on, she loves spending time with her family at home.

Group Benefits Department Manager
Schenectady, NY

Toll-Free:
(877) MERRIAM x 203
(877) 637-7426 x 203

Demaris

Demaris "Dee" Dailey

"Dee" joined the Agency in March of 2015 a Health Benefits Specialist and has been involved with Employee Benefits since 1987. She was raised in small-town Deposit, NY on the New York/Pennsylvania border.

Dee is passionate about helping her clients attain viable solutions for affordable healthcare, by listening to their needs and researching all of the options.

Dee is the proud mother of two young adults who both rely on her insights regarding health insurance coverage. When she is not working, she is either with her Basset Hound, Abbie, her family, or at her community garden plot.

Health Benefits Specialist
Schenectady, NY

Toll-Free:
(877) MERRIAM x 213
(877) 637-7426 x 213