Kayla Pomeroy is the Client Service Executive Team Lead at Kilter Group, where she supports the firm’s client relationships and the day-to-day service and operational needs of the CSE team. Her focus is on creating a consistent client experience, developing efficient processes, and helping her team solve problems proactively. She serves as both a resource and an advocate for clients and colleagues alike.
Over the past eleven years in the industry, Kayla has built her career around delivering an exceptional client experience, with a particular focus on educating clients, team members, and junior advisors on the financial services industry. Along the way, she found a passion for helping people navigate the intricacies of the field and for advancing financial literacy.
Expertise
Kayla brings a rare combination of the analytical and the creative, approaching problems with curiosity and a solutions-based mindset aimed at improving the client experience. She meets clients and team members where they are, working to build a positive experience together. She holds Life, Health, Property, Casualty, and Surety insurance licenses. In her role, she owns the continual refinement of the client experience alongside the CSE team. She improves existing processes, builds new frameworks, and finds solutions for the challenges that clients and colleagues encounter. She takes pride in being a wealth of knowledge for both the team and clients, and in consistently bringing solutions. She has been recognized for going above and beyond for clients, team members, and others who come to her for help.
What Drives Her
What drives Kayla is people. She approaches clients and colleagues with empathy and curiosity, listening closely so she can understand how her input might help them navigate their work and their lives. She is motivated by doing better for those around her and by always being ready to lend a hand. As she puts it, many hands make light work.
Beyond the Office
Kayla lives in Great Falls, Montana, with Murphy, her thirteen-year-old tortoiseshell Manx cat. An amateur landscape photographer and an avid knitter, she is passionate about supporting the LGBTQ+ community in Montana and lends a hand at local roller derby events whenever she can. Her curiosity, care, and steady presence make Kayla a valued member of the Kilter Group team.