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    Chelsea Trenkwalder

    Vice President, Private Client Group at Legacy Risk & Insurance Services, LLC

    Chelsea Trenkwalder is a seasoned professional in the insurance industry, currently serving as the Vice President of the Private Client Group at Legacy Risk & Insurance Services, LLC, which is part of the Alera Group.1 Her expertise lies in providing customized insurance solutions for affluent individuals and families with valuable assets.

    Professional Background

    Chelsea has been a licensed property and casualty insurance agent since 2007.1 Over the past eight years, she has specialized in personal insurance solutions, progressing from an account manager to her current role as Vice President.1 Her career at Legacy Risk & Insurance Services has included positions such as Assistant Vice President, Account Manager, and Assistant Account Manager.

    Qualifications and Expertise

    Chelsea holds several professional designations that demonstrate her expertise in the field:

    1. Certified Insurance Counselor (CIC)12
    2. Chartered Private Risk and Insurance Advisor (CPRM)2

    These credentials highlight her commitment to professional development and her in-depth knowledge of the insurance industry.

    Education

    Chelsea is a graduate of California State University, Chico, where she built her foundation in the insurance industry.

    Areas of Specialization

    In her role, Chelsea focuses on:

    • Providing personalized service to affluent clients
    • Assessing unique challenges faced by high-net-worth individuals
    • Exploring coverage options for valuable assets
    • Creating tailored risk management plans
    • Offering expertise in both personal and commercial lines of insurance1

    Chelsea's experience and expertise make her a valuable resource in navigating the complex world of personal insurance, especially in light of the current challenges facing the industry, such as climate-related risks and market volatility.1

    Highlights

    May 14 · aleragroup.com
    Perfect Storm Hitting Personal Lines of Insurance | Alera Group, Inc.
    Why Home and Auto Insurance Rates Are Rising and What You Can ...

    Related Questions

    What specific challenges do affluent individuals face in finding customized insurance solutions?
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    What are some unique risk management plans Chelsea Trenkwalder has created?
    How has Chelsea Trenkwalder's experience at Heffernan Insurance Brokers influenced her current role?
    What makes Chelsea Trenkwalder's approach to customer service stand out in the insurance industry?
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    Location

    San Francisco Bay Area