Episode Details

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

Resources Mentioned:

• Kelly Mora LinkedIn
• Heritage Insurance Agency
• Contact Teresa Kitchens
• Sterling Insurance Group