Devin Montuya

Underwriting Associate

Devin brings 17 years of experience and knowledge in the financial services and insurance industry. She started her career in employee benefits with Sun Life Financial; eventually, moving away from the carrier side into brokerage sales as a case design specialist and later compliance officer. Joining SMB in 2019 to support the Underwriting team; Devin oversees the collection of medical records, ordering of evidences and examinations, new business carrier submissions, negotiation of informal and formal offers, licensing and appointment compliance, internal audits and cultivating relationships with our prestigious clientele and carriers.

Devin obtained her Bachelor of Arts in Communication and Media Studies from Holy Names University. She resides in the bay area with her husband and two young sons. When time permits she loves to bake and cook, enjoys travelling and likes to volunteer at her children’s school.

Licenses and Certifications:

  • Life and Health / Annuities / Long Term Care
  • Property and Casualty / Flood
  • Notary Public
  • Professional Designations: CLCS – Commercial Lines Coverage Specialist and CRIS – Construction Risk Insurance Specialist
  • National Professional Certification in Customer Service Relations from the NRF Foundation