Under The Mighty Oak Tree – March 2024

Welcome to Under the Mighty Oak, the official employee newsletter of Oakbridge Insurance.

Each quarter we will share stories of your successes and updates from across our offices. To have your news, updates and photos featured in an upcoming newsletter, email:
Oakbridge Marketing Director Donna Davis at ddavis@oakbridgeinsurance.com.

Department Spotlight

Join us as we welcome Julie George as our new Chief Revenue Officer! George will be responsible for Oakbridge’s revenue growth initiatives that include recruiting, onboarding, and the continued development of the firm’s sales professionals. She will lead a team that seeks to elevate the way business is done in the insurance industry.

During her career, George has held a variety of leadership positions and her results-oriented mindset and proven track record of success is something Oakbridge is fortunate to have! In her own words, “My passion for driving revenue growth by delivering client service through solutions designed distinctively for each individual or entity, aligns seamlessly with Oakbridge’s vision.” We couldn’t agree more. Welcome, Julie George!

Oakbridge In Action

The future of the insurance industry is bright when you have all stars on your team! This month Oakbridge was represented at the IIAG Young Agents event by Cannon Warnock, John Brock, Joe Willis, Sam Penney, and Brandon Spivey. These Young Agents posed with Guest Speaker Malcolm Mitchell who shared his experience in and passion for overcoming life’s obstacles.

*Erin Lee, Heather Chandler, Judy Franks, Kellie McCullar were the lucky recipients of a donut drop off! Thank you to Conley Ellis and PeoplesTrust Bank!*

*Robbie Smith, Julie George, Richard Russell, and Donna Davis enjoying a partnership meeting with Canopy Asset Management.*

Annual Sales Meeting

Our Annual Sales Meeting was full of learning, laughter, and a whole lot of fun!

We’re so proud to watch our talented team members receive awards for their incredible service to this industry and our firm.

Partner Spotlight

Oakbridge Insurance Expands

Oakbridge Insurance proudly extends its reach in The Peach State with its partnership with Strawn Insurance Co. With six locations across the state and headquarters in McDonough, this important partnership strengthens Oakbridge’s opportunity to continue to serve the people of central Georgia.

News and Resources

Congratulations to Oakbridge’s Joseph Willis on being named as a 2024 Power Broker of the Year by Risk & Insurance! This is a competitive award and the merits earned by hard work and community trust by Willis cannot be understated. We’re proud of you Joseph!

Congratulations to Cal Garretson, one of Insurance Journals 2023 Agents of The Year!

Recently, our stellar Chief Human Resources Officer Lea Daughtridge Wharton was featured on Season 4, Episode 42 of Insurance Coffee House podcast hosted by Nick Hoadley, CEO of Insurance Search.

Listen Here