Caleb Merlain

Caleb Merlain is an Assistant Vice President and Private Client Services Manager, bringing over eight years of experience with the company and a proven track record of excellence in managing complex insurance programs for ultra-high-net-worth (UHNW) individuals and families. His expertise lies in crafting customized risk management solutions that address the unique needs and exposures of affluent clients.

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Caleb is a trusted advisor known for his strategic thinking, deep industry knowledge, and client-first mindset. He plays an integral role in every stage of the client journey—from onboarding and policy design to renewals and claims advocacy. He is particularly skilled at navigating challenging claim scenarios, ensuring his clients receive responsive, thoughtful support when it matters most.

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Throughout his career, Caleb has earned a reputation for professionalism, integrity, and dedication. He works closely with internal teams, carrier partners, and external advisors to deliver a seamless, high-touch service experience.

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Caleb holds a degree from Saint John's University and continues to deepen his expertise through industry education.