FRANKFORT, KY – January 9, 2023 – Investors Heritage Life Insurance Company (“Investors Heritage”) today announced that Vice President, Client Operations Kate Montgomery has been named Senior Vice President, Client Operations.
As part of the company’s focus on service to clients, Mrs. Montgomery was named VP, Client Operations in December 2020, bringing the New Business, Premium Accounting and Policy Services departments under her direction. This allowed for uniformity of training, product knowledge and best use of processes and technology across these departments. To further the consistent client experience, the Benefits Payment department will now be under the Client Operations umbrella.
“The client experience is critical to our success,” said Rob Hardy, CEO. “Our clients have diverse needs. Kate has ensured that interaction with our office is positive and that our technology-enhanced services still have a personal touch.”
“Kate understands our goals and has implemented positive and effective strategy across departments during a time of record growth,” said John Frye, President. “Kate’s leadership of the Client Operations teams has helped optimize our internal processes, foster employee growth and strengthen relationships with our clients.”
Mrs. Montgomery has been a vital part of Investors Heritage since joining as a manager trainee in the Policy Service Department upon graduation from the University of Kentucky in 2004 with a BS degree in Business Administration. She has previously served as AVP and VP of the Policy Service Department. She earned her Fellow, Life Management Institute (FLMI) designation in November 2011.
ABOUT INVESTORS HERITAGE
Investors Heritage Life Insurance Company offers its policyholders a wide range of insurance solutions backed by a track record of exceptional service. The company was founded in 1960 and is headquartered in Frankfort, Kentucky, with a rich and growing tradition of providing tools to help people build and manage their legacies as a leader in preneed and final expense policies, and through its new retirement and wealth management offerings. For more information, please visit investorsheritage.com.
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