Julie George

EVP | Chief Revenue Officer

Professional Overview
Julie George is a seasoned executive with over 20 years of experience in the insurance and financial services industry. As the EVP and Chief Revenue Officer at Oakbridge Insurance, she is responsible for driving the company's revenue growth strategy, leading sales and business development initiatives, and overseeing client experience and retention. With a strong track record of success, Julie is recognized for her strategic vision, innovative thinking, and exceptional leadership abilities.

Experience Summary

Current Role
In her current role as EVP and Chief Revenue Officer at Oakbridge Insurance, Julie is responsible for spearheading the company's revenue growth, client acquisition, and retention strategies. She leads a team of high-performing sales professionals and works closely with the executive leadership team to align business objectives and ensure the delivery of exceptional customer service. Under Julie's guidance, Oakbridge has experienced a significant increase in market share and revenue, solidifying its position as a leading provider of insurance solutions.

Career Progression
Prior to her current role, Julie held several progressive leadership positions within the insurance and financial services industry. She served as the National Director of Employee Benefits Integration at McGriff, where she successfully orchestrated the integration of multiple business units and enhanced the company's service offerings. Before that, she held the roles of National Client Experience Leader and Regional Insurance President at McGriff, demonstrating her versatility and ability to drive positive organizational change.

Earlier in her career, Julie was the President of JBA Benefits and the VP of Sales at Allegacy Federal Credit Union, where she played a pivotal role in expanding the company's benefits and insurance solutions. She also gained valuable experience as an Area Manager at The Buckle, Inc., honing her leadership and operational skills.

Academic Background
Julie holds a Bachelor of Science degree in Business Administration from the University of Georgia, where she graduated with honors.

Areas of Expertise

• Insurance industry expertise, with a deep understanding of employee benefits, property and casualty, and risk management solutions

• Strategic revenue growth and business development

• Client experience and retention

• Organizational leadership and team management

• Mergers and acquisitions integration

• Data-driven decision making and analytics

Professional Impact
Throughout her career, Julie has been recognized for her transformative leadership and ability to drive significant business impact. During her tenure at McGriff, she spearheaded the integration of multiple business units, resulting in a 25% increase in client retention and a 15% growth in revenue. As the President of JBA Benefits, she led the expansion of the company's benefits and insurance offerings, which contributed to a 30% increase in market share.

Conclusion
With her exceptional leadership, industry expertise, and proven track record of success, Julie George is poised to continue driving Oakbridge Insurance's growth and cementing its position as a leading provider of insurance solutions. Her strategic vision, innovative mindset, and commitment to client satisfaction make her a valuable asset to the organization and a respected leader in the industry.