Private Client Services
Karen currently manages Bouchard’s Private Client Services team which focuses on complete personal portfolios for affluent members including annual reviews and concierge style service. Under her supervision, the team has experienced tremendous growth and improved customer satisfaction, boasting a 95% retention rate.
Karen joined Bouchard Insurance in 2003. As a licensed 220 agent, she has held several roles within the agency in both Personal and Commercial Lines. This extensive knowledge and experience gives her the advantage when analyzing complex accounts and identifying unique exposures. Her expertise is in creating customized, comprehensive, solutions for more challenging risks including high profile clients, coastal and exotic locations, severe or repetitive losses, and foreign exposures.
Prior to working at Bouchard, Karen dedicated many years of her career to working with customers on an individual basis in both customer service and accounting positions.
Karen is a long time resident of Florida and enjoys spending time with her family in the warm Florida weather. As a former foster parent, Karen is actively involved in the foster care system and enjoys fellowship at her church.