Julie Holman has been active in the insurance industry for almost 30 years. Julie quickly moved up through the ranks of both personal and commercial lines early in her career to Chief Operating Officer of a 100 person brokerage operation where she worked to execute corporate strategy around broker operations. With CPG, she has now moved into a client advisor role where she advocates solutions and analyzes issues around business strategy and its relationship to insurance coverages.

Julie has completed her insurance associateship courses and received the appropriate designation, enabling her to continue to bring unique approaches to insurance related problems and issues. She specializes in maintaining and monitoring client’s programs so that brokers and insurers are held accountable for their commitments to clients while maintaining competitive price structures. Julie’s comprehensive working knowledge of broker operations of any size — where workflows and efficient delivery of service to customers are the priority — has enabled her to expand her field of interest into national program administration, as well as oversight on captive insurance operations for clients and brokerage requirements for service.