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Employee Directory

Find e-mail addresses and telephone numbers of Montgomery and Associates employees.


Anna Lima Montgomery, CPIA
Click here to contact Anna Lima Montgomery, CPIA President | Insurance Advisor
Montgomery & Associates Insurance and Financial Services
Office Number (615) 829-8457
Fax Number (615) 831-3322
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Matthew Rogers
Click here to contact Matthew Rogers Director of Operations
Montgomery & Associates Insurance and Financial Services
Office Number (615) 829-8457
Fax Number (615) 831-3322
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Jill Hudson
Click here to contact Jill Hudson Insurance Advisor
Montgomery & Associates Insurance and Financial Services
Office Number (615) 829-8457
Fax Number (615) 831-3322
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Sally Simpkins
Click here to contact Sally Simpkins Insurance Advisor
Montgomery & Associates Insurance and Financial Services
Office Number (615) 829-8457
Fax Number (615) 831-3322
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Aaron Payne
Click here to contact Aaron Payne Commercial Insurance Advisor
Montgomery & Associates Insurance and Financial Services
Office Number (615) 829-8457
Fax Number (615) 831-3322
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Candace Jenkins
Click here to contact Candace Jenkins Commercial Insurance Advisor
Montgomery & Associates Insurance and Financial Services
Office Number (615) 829-8457
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Houston Hartsock
Click here to contact Houston Hartsock Insurance Advisor | API , AIM, AINS
Montgomery & Associates Insurance and Financial Services
Office Number (615) 829-8457
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Zach Carter, MBA
Click here to contact Zach Carter, MBA Private Client Specialist | Insurance Advisor
Montgomery & Associates Insurance and Financial Services
Office Number (615) 829-8457
Fax Number (615) 831-3322
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Rodney McIllwain
Click here to contact Rodney McIllwain Insurance Advisor | Farm Specialist
Montgomery & Associates Insurance and Financial Services
Office Number (615) 829-8457
Fax Number (615) 831-3322
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Jerry Garrett
Click here to contact Jerry Garrett Advanced Planning Advisor
Montgomery & Associates Insurance and Financial Services
Office Number (615) 829-8457
Fax Number (615) 831-3322
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Mark Wingert
Click here to contact Mark Wingert Claims Advocate | Account Manager
Montgomery & Associates Insurance and Financial Services
Office Number (615) 829-8457
Fax Number (615) 831-3322
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Myra Knox
Click here to contact Myra Knox Account Manager
Montgomery & Associates Insurance and Financial Services
Office Number (615) 829-8457
Fax Number (615) 831-3322
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Hannah Colbert
Click here to contact Hannah Colbert Account Manager
Montgomery & Associates Insurance and Financial Services
Office Number (615) 829-8457
Fax Number (615) 831-3322
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Angel Dych
Click here to contact Angel Dych Account Manager
Montgomery & Associates Insurance and Financial Services
Office Number (615) 829-8457
Fax Number (615) 831-3322
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Tabitha Vest
Click here to contact Tabitha Vest Account Manager
Montgomery & Associates Insurance and Financial Services
Office Number (615) 829-8457
Fax Number (615) 831-3322
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Rachel Clark
Click here to contact Rachel Clark Account Manager | Executive Admin
Montgomery & Associates Insurance and Financial Services
Office Number (615) 829-8457
Fax Number (615) 831-3322
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Michelle Dean
Click here to contact Michelle Dean Account Manager
Montgomery & Associates Insurance and Financial Services
Office Number (615) 266-5755
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Will Montgomery
Click here to contact Will Montgomery CEO | Founder | Director of Business Development
Montgomery & Associates Insurance and Financial Services
Office Number (615) 829-8457
Fax Number (615) 831-3322
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Employment Opportunities

Join our team!


Lead Insurance Agent Position

Montgomery & Associates is seeking an energetic and experienced licensed insurance agent for a full time Lead Insurance Agent position.

JOB SUMMARY: Provides service to clients' changing insurance needs by selling Homeowners, Auto, Commercial and other property and casualty insurance products.

CORE JOB DUTIES & RESPONSIBILITIES:

  • Outside Sales Position to utilize local referral networks for lead generation.
  • Interview prospective clients to obtain data about their financial resources and discuss existing coverage.
  • Analyze clients’ current insurance policies and suggest additions or changes.
  • Explain the features of various policies
  • Customize insurance programs to suit individual clients
  • Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
  • Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
  • Participating in marketing campaigns and bringing new ideas to generate new business.

JOB REQUIREMENTS:

  • Education: Associates or Bachelor’s Degree preferred
  • License/Certificates: Property and Casualty License preferred but not required
  • Experience: Typically one year work-related experience; prefer experience in the insurance industry
  • Skills/Competencies: Strong verbal and interpersonal skills to communicate technical insurance and billing information to policyholders, agents, and third parties. Requires strong focusing ability, analytical, and computer navigational skills. Must perform well under pressure and meeting deadlines.
  • Language: Bilingual a plus

Do you want to learn more about our organization?

Apply today. Please email a current resume to matthew@montgomeryassociatesllc.com

 


 

Account Manager Position

Montgomery & Associates Insurance Agency is seeking an energetic and experienced licensed insurance agent for a full time Customer Account Specialist position.

JOB SUMMARY: Responsible for handling inbound calls regarding insurance policies from policyholders, agents, third parties, and business partners. Completes and processes all necessary forms. Creates an exceptional customer experience while contributing to individual and team goals. It’s expected that the position will actively participate in the decisions made by management to grow and service our clientele

CORE JOB DUTIES & RESPONSIBILITIES:

  • Answers inbound phone calls from policyholders, agents, third parties, and business partners who are inquiring about insurance products.
  • Assist with servicing clients at renewal and reviewing coverages.
  • Responsible for effectively using all available resources to make policy changes, answer coverage and billing questions, take payments, and provide requested documentation.
  • Completes and processes all necessary forms. Follows up for necessary documents in order to process requested changes.
  • Participates in technical and customer service skills training to stay aware of current and best practices.
  • Working closely with senior agents to write and service accounts in the property and casualty market.
  • Participating in marketing campaigns and bringing new ideas to generate new business.

JOB REQUIREMENTS:

  • Education: Associates or Bachelor’s Degree preferred.
  • License/Certificates: Property and Casualty License a plus.
  • Experience: Typically one year work-related experience; prefer experience in the insurance industry.
  • Skills/Competencies: Strong verbal and interpersonal skills to communicate technical insurance and billing information to policyholders, agents, and third parties. Requires strong multi-tasking, analytical, and computer navigational skills. Must perform well under pressure and meeting deadlines.
  • Language: Bilingual a plus

Apply today. Please email a current resume to matthew@montgomeryassociatesllc.com

 


 

Administrative Assistant Position

Montgomery & Associates Insurance in Brentwood, TN has an opening for an Administrative Assistant.

JOB SUMMARY: As an Administrative Assistant you will be responsible for providing administrative support to ensure efficient operation of the office. You will support managers and employees through a variety of tasks related to organization and communication. You will communicate via phone and email ensuring that all administration tasks are completed accurately and delivered with high quality and in a timely manner.

CORE JOB DUTIES & RESPONSIBILITIES:

  • Answers inbound phone calls from policyholders, agents, third parties, and business partners who are inquiring about insurance products
  • Assist with servicing clients
  • Completes and processes all necessary forms. Follows up for necessary documents in order to process requested changes.
  • Participates in technical and customer service skills training to stay aware of current and best practices.
  • Prepare source data for computer entry by compiling and sorting information; establishing entry priorities
  • Process Payments for clients insurance policies
  • Maintains data entry requirements by following data program techniques and procedures
  • Verifying entered customer account data by reviewing, correcting, deleting, or re-entering data

JOB REQUIREMENTS:

  • Education: Associates or Bachelor’s Degree preferred
  • Experience: Typically one year work-related experience; prefer experience in the insurance industry
  • Skills/Competencies: Strong verbal and interpersonal skills to communicate technical insurance and billing information to policyholders, agents, and third parties. Requires strong multi-tasking, analytical, and computer navigational skills. Must perform well under pressure and meeting deadlines.
  • Language: Bilingual a plus

Apply today. Please email a current resume to matthew@montgomeryassociatesllc.com



 
 
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Brentwood Office
1730 General George Patton Dr
Suite 212
Brentwood, TN 37027
(615) 829-8457
Murfreesboro Office
1639 Medical Center Pkwy #101
Murfreesboro, TN 37129
(615) 266-5755

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