Julie Makowski, Corporate Client Service Associate
Julie has over 20 years of life insurance experience in both customer service and new business administration. She joined CFG as a Corporate Client Service associate in 2020 and will focus on administering insurance policies as part of our Executive Benefits Group.
Prior to joining CFG, Julie has worked with various carriers in both the Corporate environment as well as Regional offices and independent wealth advisors. She brings with her a knowledge of the new business process, to include multi-life, account management, as well as a high level customer service. She is willing to do what is needed to make sure the task is done with the highest level of service to ensure our clients receive the best service experience.
Julie lives in Southern California, soon to be Arizona, with her longtime partner Tony, her two sons, Clayton and Troy, and two dogs, King and Ace. Julie enjoys sports, especially baseball and football and is an avid reader. She and Tony also enjoy traveling and going to sporting events and concerts.