Open to opportunities

Melissa Lapierre

@melissalapierre

Senior insurance account coordinator delivering accurate client service and operational support across remote and local teams.

United States

Message

What I'm looking for

I’m looking for a role where I can use my insurance/client service operations expertise to deliver precise, compliant support—whether remote or in-office—while collaborating with advisors and teams to keep workflows efficient and data accurate.

I’m a senior-level client service and operations professional with 20 years of experience delivering accurate, detail-oriented support in insurance, wealth/financial services, and banking. I lead with a positive attitude, stay calm under pressure, and focus on building strong rapport with clients and teams.

In my current role as a Senior Account Coordinator II (Licensed P&C Agent), I assist Account Executives with daily processing of endorsements, evidence of insurance, and automobile identification cards. I liaise with external carriers and escrow companies, maintain suspense files, manage electronic documentation in EPIC, and develop strong working knowledge of numerous carrier websites and agency portals.

Previously, I supported individual insurance, retirement plans, and operations at BGA Financial, handling application completion/submission, proposals and illustrations, policy maintenance, client reviews, premium payment processing, and compliance-based file upkeep. Earlier at TRSS Wealth Management and Bangor Savings Bank, I supported day-to-day CRM/branch workflows, transaction and form processing, and compliance responsibilities, strengthening my expertise in Excel/Word, imaging and e-signature workflows, and end-to-end client service.

Experience

Work history, roles, and key accomplishments

Current

Senior Account Coordinator II

Current

NFP Insurance

Dec 2018 - Present (7 years 6 months)

Assisted account executives with P&C processing, including endorsements, evidence of insurance, and automobile ID cards using EPIC document management. Liaised with external carriers/escrow companies, maintained suspense files, and handled premium and non-premium endorsement processing.

P C Insurance Endorsement Processing Evidence Of Insurability Policy Administration EPIC Document Management Premium Processing

Client Service Associate

BGA Financial

Nov 2014 - Jun 2017 (2 years 7 months)

Provided client service for individual insurance and retirement plans, handling application completion, proposals/illustrations, and ongoing policy maintenance. Managed premium payment processing and maintained client records and tracking spreadsheets in compliance with office standards.

Client Services Insurance Applications Policy Management Premium Processing Compliance With Standards Spreadsheets Mail Merge

Client Service & Ops Associate

TRSS Wealth Management, LLC

Jul 2012 - Nov 2014 (2 years 4 months)

Supported financial advisors with daily client operations, including CRM/branchnet task management and preparation for client meetings. Processed forms and transactions, managed client files and compliance documentation, and handled e-signature, remote deposit, and IDOC imaging workflows.

Client Operations Task Management Compliance Documentation IDOC Data Integrity

Senior Teller

Bangor Savings Bank

Dec 2005 - Jul 2012 (6 years 7 months)

Handled daily teller transactions and customer service while managing cash drawer/vault operations, balancing, proving, and monthly auditing. Supported account opening/closing and loan application intake, completed regulatory training, and maintained strong proficiency with Excel and in-house systems.

Customer Service Cash Handling Monthly Auditing Compliance Training Excel