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Power Women In Insurance

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Together we are stronger! On the Power Women Insurance Podcast, we get to ask the questions about how to excel and thrive in the insurance industry as a POWER Woman in this space.

Hosted By

Hosted By

Teresa Kitchens

In this throwback episode of Power Women In Insurance, Teresa Kitchens sits down with Kelly Mora, owner of Heritage Insurance Agency. They discuss how to create a culture of caring and how in Kelly’s agriculture-based agency, her team cares and builds community.

Episode Highlights: 

  • Kelly mentions she comes from a hospitality background and considers herself to be more of a creative thinker than a technical thinker. (04:30)
  • Kelly emphasizes that they want to have control over who they associate with, not just within their agency but also with the clients they serve. (10:37)
  • Kelly believes that when you’re happy and feeling fulfilled by your day, you owe it to your community and that you’re incredibly privileged to serve the people you do. (12:10)
  • Kelly shares that metrics are hard and that’s something they’re working on currently to help them fill out their analytics a little more. (16:53)
  • As leaders of their organization, Kelly mentions that their role is to help people achieve their goals. (17:52)
  • Kelly explains that although many people criticize the millennial generation, they have embraced it. (21:01)
  • Kelly thinks that symbiotic relationships are the only way for longterm success to work. You’re not just looking for a job, but a place to call home. (26:04)
  • Kelly mentions that they value work ethic, and if you don’t share that mindset and take pride in yourself, you won’t be successful on their team. (27:11)
  • Kelly shares the importance of addressing trust. (32:04)

Key Quotes:

  • “We always remind ourselves, we are very fortunate to serve the people we do, and that they have entrusted at. And we try to continually earn that every day.” – Kelly Mora
  • “It’s a culture of care that our agency is a family and you can’t expect the value to be given to your agency by your members if you don’t first value them.” – Kelly Mora
  • “In the last five years, we recognized we had a very youthful team. And it was by design. You know, that’s where some real great energy comes from. A lot of people complain about the millennials set, but we embraced it.” – Kelly Mora

 

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