Flmi Kate Montgomery Email & Phone Number | I am Senior Vice President of Client Operations where I oversee the operations and client experience of our New Business, Policy Service, Claims, Commissions & Licensing, and Premium Accounting Teams. Investors Heritage Life Insurance Company specializes in preneed, final expense, term and annuity products. I have 19 years of experience in the life insurance industry, with over 10 years in a senior management position. My experience involves operations management, client experience, annuities, term, whole life, universal life, 1099-R reporting, risk management, IRA and Sarbanes Oxley compliance, and process design and optimization.

Flmi Kate Montgomery

I am Senior Vice President of Client Operations where I oversee the operations and client experience...
Lexington, Kentucky, United States

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Flmi Kate Montgomery’s Location Lexington, Kentucky, United States

Flmi Kate Montgomery’s Current Industry Investors Heritage

Flmi Kate Montgomery’s Prior Industry Investors Heritage Life Insurance

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Senior Vice President Client Operations

2023-01-01 00:00:00 - Present

Vice President of Policy Service

2016-05-01 00:00:00 - 2020-12-01 00:00:00

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Flmi Kate Montgomery is a I am Senior Vice President of Client Operations where I oversee the operations and client experience of our New Business, Policy Service, Claims, Commissions & Licensing, and Premium Accounting Teams. Investors Heritage Life Insurance Company specializes in preneed, final expense, term and annuity products. I have 19 years of experience in the life insurance industry, with over 10 years in a senior management position. My experience involves operations management, client experience, annuities, term, whole life, universal life, 1099-R reporting, risk management, IRA and Sarbanes Oxley compliance, and process design and optimization.