R.E.Chaix & Associates Insurance Brokers Inc. has agreed to purchase Katie Freeman Insurance Services Inc., according to Timothy Chaix, president of R.E.Chaix & Associates and Katie Freeman. Neither companies’ clients will experience any change in the usual service, Chaix said.
Katie Freeman began her insurance career more than 32 years ago in downtown Los Angeles with Walker & Co., later to become Gerald J. Sullivan & Associates. She acquired her wholesale expertise with Stewart Smith and others as she began specializing in professional liability. In 1993, Freeman opened her own business – Katie Freeman Insurance Services — which grew to a team of six employees and a book of business worth more than $4 million in premium.
Freeman and her team will remain in San Diego to service their book of professional liability business. In the Irvine, Calif., headquarters, Gloria McShane will continue to work her professional liability accounts with her clientele. Additionally, Michelle Pelletier has been promoted to vice president and will be responsible for introducing R.E. Chaix’s Property & Casualty products to Katie Freeman’s book of business.
Pelletier has more than 20 years of experience in the retail and wholesale brokerage industries, and has been with R.E. Chaix for the past three years.
R.E. Chaix & Associates is headquartered in Irvine, Calif.
Source: R.E. Chaix
Topics Mergers & Acquisitions
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