CARROLL HARPER & ASSOCIATES - Key Persons
Carroll Harper began his insurance career in 1975 as a Life and Disability Insurance producer, but soon found his niche assisting boomers and seniors with Medicare and Long Term Care Insurance planning.
He opened an independent agency in 1981 and later became a Supervising General Agency with a large LTCi carrier, earning many top producer awards and trips throughout the US, Canada, and abroad.
He has personally serviced LTCi claim benefits totaling in the millions of dollars, authored numerous publications on both Medicare and LTCi planning. His articles have appeared in local, regional, and national publications. He has written numerous LTCi and Medicare CE courses and continues to maintain a production leadership position with numerous LTCi and Medicare companies. He authors a quarterly newsletter for financial planners, elder law attorneys, bankers, producers and other professionals.
He has worked tirelessly with Maine legislators to bring about positive change to provide greater consumer protection for Maine's LTCi and Medicare consumers.
His trademark educational approach to LTCi and Medicare has earned him the respect of numerous industry-related professionals.
He conducts his business with a simple service philosophy, "take care of them and they'll take care of you"! From day one and to this day, he believes that service is the most important part of the business. He believes strongly that is the reason his business continues its growth based on referrals from existing clients and other professionals, knowing that they will be taken care of at claim time.
Carroll, along with his capable staff is dedicated to the corporate motto of "unequaled commitment to service"!
Carroll enjoys bass fishing with his son, grandson, and great grandson, working side by side with his grandson on weekend projects, carving birds and writing music and playing golf.
Jane joined the agency in 1993 to head up the accounting department. Her job involves distribution of producer compensation, fulfilling timely Federal and State tax requirements, overseeing accounts payable and receivable, payroll, as well as tracking company commissions and working with our corporate accounting firm. Jane is a licensed Health and Life Producer.
Jane came from a background of working in the local school system as well as in the trust department of a local bank prior to joining the insurance business.
She enjoys photography, babying the family German Shepard dog, and summer visits from the little grand girls from California!
With over 30 years of experience, Jay specializes in advising individuals and employer plans throughout New England on Medicare education and implementation. Jay began his insurance career in 1988 and has worked with Financial Benefit Services Corporation providing Insurance Brokerage and Financial Services since 1993.
Jay maintains offices in Portland and Bangor and sees clients throughout New England. Jay graduated from Husson College with a degree in Business Management.
Jay lives in Topsham with his wife Darcy and son Carter. In his free time, he enjoys, music, boating, and golfing.
Jill joined Carroll Harper & Associates in August of 2011 taking on the role of Administrative Assistant. She is our Agency Operations Manager and is Licensed in the State of Maine as a Health and Life Insurance Producer.
Her responsibilities include processing Long Term Care Insurance quotes and claims, working with clients to resolve Medicare billing and claim issues, working with Producers regarding licensing and contracting, training and certifications, as well as, working with associates on training and benefits administration. Organization and multitasking skills are her strong suit. Outstanding customer service is of utmost importance to Jill.
Jill attended Husson College in Bangor Maine and is currently studying with the University of Maine taking classes in Insurance, Banking and Investments.
Jill has worked previously as a Pharmacy Technician, Bank Teller and in the MDI school system.
In addition to raising and spending time with her family, Jill has spent numerous hours volunteering for the local Girl Scouts and Boy Scouts.
Matt joined Carroll Harper & Associates as an agent in 2007. Matt is a licensed Health and Life Producer.
Matt grew up in Belfast and graduated from the University of Maine Farmington in 2003 majoring in Business and Sports Management. He brings over a decade of experience in the Medicare Market earning recognition for his consistent service to his clients.
He lives in Trenton with his wife and daughter. He enjoys spending time with his family, enjoying the outdoors and the beauty of MDI! Matt is a volunteer firefighter for Southwest Harbor. He also has a certificate in Turf Management which he has applied to his love of the game of golf!
Susan joined our agency in 2012. She is our Broker Comp. and a licensed Health and Life Producer.
Susan assists with accounts payable and Producer compensation.
Susan is responsible for miscellaneous duties that can arise at any given moment.
Susan held a CNA/M designation and previously worked in local nursing facilities.
Susan attended the University of Maine Augusta studying Health Information Management and received an Associates Degree in Liberal Arts.
Susan enjoys hiking and biking in Acadia National Park.
Job Titles:
- Marketing Director / Receptionist and Scheduling )
Whitney joined our agency in May of 2021 as our Director of Marketing and Receptionist.
Her responsibilities include connecting with a variety of different newspapers, television stations, radio stations, etc. in order to create advertisements for Carroll Harper and Associates throughout the year. Whitney uses a program to create and design advertisements, as well. Whitney also answers the phones each day and sets up the appointments for those who request and need one.
Whitney lives in Bass Harbor with her husband, Seth, and their two cats. She enjoys the outdoors and a variety of different arts and crafts.