Wye River Insurance Broker Sharie Helfand Recognized as a 2026 Private Client Power Broker
Sharie Helfand, Director of Personal Lines Insurance, Wye River Insurance
A client came to Sharie Helfand with a complex and fragmented insurance portfolio with seven policies across five carriers.
Even with this seemingly sufficient coverage, Helfand discovered through a robust coverage audit that the client was underinsured in several key areas while also paying more than they should in annual premiums.
She discovered auto policies had minimal liability, rentals were misclassified, there was no art or employee coverage, and no cohesive liability protection even with several policies in force.
Helfand designed a new insurance program into a streamlined, cost-effective program by consolidating carriers, correctly classifying all properties, increasing liability limits, and adding a $5M umbrella.
Working collaboratively with the client and carriers, she also increased deductibles strategically and educated the client on smart claims management. The end result was a consolidated insurance program that saved the client over $6,000 annually.
Her client said, “When I was dealing with a complicated issue with my insurer, Sharie did not only take the time to look into it immediately and explain the issue in a way that I could understand, but she offered to hop on a call while I was on the phone with the representative to clear up my questions and to advocate on my behalf. Sharie asked the right questions, so I had clarity as to what my situation was and what my options were moving forward. I am so grateful for her guidance.”
2026 Private Client Power Broker Winners and Finalists

What is a Power Broker?
A Risk & Insurance Power Broker® is an individual who stands out among their peers for the exceptional client work they have delivered over the past year. While brokers play many key roles in the insurance industry and risk profession, a Power Broker® award recognizes problem solving, customer service and industry knowledge.
Our goal is to broadly recognize and promote outstanding risk management and customer service among the brokerage community.
Who selects the winners?
Power Brokers are selected by risk managers based on the strength of the testimonials they provide to a team of 15 Risk & Insurance editors and writers.


