Each month, Schwartz Insurance Group selects one peer-nominated associate to receive a Core Value award. The winner is chosen based on their “living out” one of our agency’s core values … typically an event or accomplishment above and beyond the call of duty in servicing our customers. This month, Katie Tate was selected – here’s Katie’s story:
A doctor’s family needs health insurance just as much as everyone else. A doctor needs trusted advice to find affordable health insurance just as much as everyone else. And that’s our specialty.
When a local surgeon faced a significant jump in premiums, he turned to us for advice. Of course, it was not a simple situation. It seemed un-solvable.
But, after weeks of collecting, negotiating, pleading and finally, succeeding, Katie Tate delivered on our promise. With Schwartz, you can consider it done!
Congratulations Katie! Here’s a bit more about her, in her own words:
I help our personal lines clients with their home, auto, umbrella, etc. needs. I also take care of individual health plans, both under 65 as well as Medicare.
When I’m not at work, I like to spend time with my family and friends. I am also an independent stylist for Stella and Dot and host one jewelry party a week.
I have been in this industry nearly five years. I was in retail management for over a decade before becoming an insurance agent. While working at Pier 1 Imports, a friend’s mother suggested looking into an insurance career. I took her suggestion and here I am!
The thing I love most about my job is being able to educate people about their insurance needs. Insurance can be very confusing and if I can assist our clients so they better understand their coverages, it makes me feel like I am doing good. Education is so important in this field and I enjoy doing it every day!
I know this sounds just like a woman, but I thoroughly enjoy shopping. When I was in my 20’s, I wanted to be a fashion designer. I love to look at clothing and see how it was made. I usually look beyond the overall look of a garment and focus on the details. I also really enjoy spending time with family and friends. I have a great relationship with my husband and we laugh together all the time.
If I wasn’t in insurance, I would definitely be in apparel design. Unfortunately, living in Louisville doesn’t allow me any opportunities with design and I don’t plan to move any time soon!
I graduated from U of L so I have always cheered for the Cards if they are playing UK. But, I don’t really watch college sports as much … I am a big Green Bay Packers fan!!