Wendy Bagley has joined Optisure Risk Partners as a Personal Lines and Private Client Account Executive and brings 30+ years’ experience in personal lines and insurance expertise to her new role. In this position, Wendy will handle the ongoing management of personal lines accounts, promoting new business and strategic relationships, and retaining new and renewal clients. Prior to joining Optisure, Wendy served as a client advisor and account manager at various insurance agencies in the Lakes Region.
“Wendy is the perfect fit for us at Optisure as we expand our presence into the Lakes region,” said Peter Milnes, CEO, “Wendy has just been awarded and recognized as the Laconia Daily Sun’s best insurance agent in the lakes region. The recognition is another in a long list of accomplishments and endorsements for Wendy, and we at Optisure couldn’t be prouder to have her on our team.”
Wendy was born and raised in Meredith, NH and is very active in the lakes region community. She is a member of Meredith Rotary, Meredith Area Chamber of Commerce, Granite State Insurance Professionals, Lakes Region Home Builders Association, and NH CE Council. She loves the lakes, golf, reading and baking.
“We are ecstatic about Wendy and all she brings to the organization.” states Greg Soden, COO, “Wendy brings a great skill set inclusive of insurance expertise and knowledge of the Lakes Region and New England market. Wendy has lived and worked in the area for a very long time and we are very confident our clients, referral partners, and prospective clients will find her to be a great resource to help them manage their personal risk”.
Wendy is also looking forward to this new role, stating “I couldn’t be more excited to join a growing organization like Optisure. I look forward to the opportunity to do what I have been doing the past 30+ years and helping families and business owners with all of their insurance needs”.
Optisure provides best in class resources in building optimized, holistic insurance, and risk protection strategies for successful families, estates, and businesses along with their owners and executives. Optisure’s regional partners operate locally but with global capabilities, addressing the entire spectrum of risk management, employee benefit and property-casualty insurance needs. Their expertise in program underwriting and aggressive program structures enables clients to enjoy some of the most competitive terms and premiums in the marketplace. The organization employs 80+ talented insurance professionals throughout the Northeast and Florida and secures more than $180 million of insurance premiums annually for its clients.