Insurance Areas: Life and Health
Position: Client Service Executive
Julie joined the Charles Leach family in January 2020. After completing her Life and Health agent training, she is now a Client Services Executive in the Benefits Department. Julie has rapidly joined the hard-working team of Eileen Conners, Lisa Mansell, and Nate Snyder to keep up with our large and growing group of Medicare, ACA, and employer group clients.
Having lived in the New Bethlehem area and graduating from Redbank, Penn State, and IUP, Julie’s smile is known by all. Prior to joining Charles Leach, she worked as a physical therapist with North Fork, so many already know about her kindness and eagerness to help.
Julie lives in her family homestead with her husband Dan and two daughters. Julie enjoys spending time with her family and animals. Her favorite past time is to be outdoors doing activities and going to her daughters’ sporting events.
Why do you work at Cassidy Insurance?
I am a hometown girl who enjoys helping others and who enjoys working with kind and genuine people with their client’s best interests at heart.
What is the best part of working with clients?
It is the feeling you get when they are pleased with the help and beneficial advice that you share. Their happiness makes me happy!