Ellen Montwori

Ellen Montwori has a diverse work experience spanning various roles and companies. Ellen started their career at Asurion in 2005, where they served as a Regional Manager-Vendor Relations until 2012. During this time, they developed and led teams of up to 15 home office-based Virtual Customer Service Representatives as a Virtual Supervisor-Asurion Mobility from 2012 to 2015.

In 2015, Ellen joined AIG as a Quality Manager and managed a team of eight Claims and Customer Service processing Quality Review Analysts at multiple sites, including telework home offices. Ellen successfully allocated team resources to deliver outstanding results, leaving the company in 2016.

Subsequently, Ellen joined EQIS, a Freedom Advisors Company, in 2017. Their first role at EQIS was as an Advisor Services Specialist, where they cultivated and managed relationships between the company and its clients. Ellen resolved incoming inquiries from Financial Advisors and Sales Associates through various channels until 2019.

From 2019 to 2021, Ellen served as a Senior Advisor Services Specialist at EQIS, where they triaged and resolved client services escalations, leading to an increase in asset retention level. Ellen also analyzed and interpreted team performance data and metrics, developing periodic performance reports for executive leadership.

Ellen's latest role at EQIS is as an Advisor Services Manager, which they started in 2021. In this position, they oversee an all-star team of devoted Advisor Service Specialists, ensuring continuous world-class customer service and superb support to the company's valued Financial Advisors and clients. Ellen is currently performing this role as of February 2023.

Overall, Ellen Montwori has demonstrated their expertise in operations management, customer service, relationship management, and team leadership throughout their career.

Ellen Montwori has a Bachelor's Degree in Business Management with a field of study in Bachelor of Science. Ellen obtained this degree from Michigan State University, although the specific start and end years are not provided. In addition to their formal education, Ellen has obtained various certifications and completed courses on LinkedIn. These certifications include "Budgeting in Real Life," "The Secrets to Success at Work," "Bill George on Self-Awareness, Authenticity, and Leadership," "Excel: You Can Do This," "Leadership Strategies for Women," "Become a Courageous Female Leader," "Financial Basics Everyone Should Know," "Customer Service: Handling Abusive Customers," "Improving Your Conflict Competence," "Personal Branding on Social Media," "Supporting Your Mental Health While Working from Home," and "The Six Morning Habits of High Performers." Ellen also holds a Property and Casualty Insurance License from the State of TN Department of Insurance, which they obtained in July 2012.