Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

KELLY MALECKI

WINDSOR LOCKS,CT

Summary

Insurance operations specialist with 24 years of experience at MassMutual Financial Group. Expert in life insurance servicing, regulatory compliance, and customer support. Known for precision, professionalism, and empathy across diverse client populations. Remote work experience since 2015 with consistent performance and reliability.

Overview

33
33
years of professional experience
1
1
Certification

Work History

Policyholder Service Consultant

MassMutual Financial Group
02.2001 - Current
  • Manage complex service requests across all life insurance products
  • Process surrenders, loans, 1035 exchanges, and assignments per NAIC guidelines
  • Lead corrective processing and handle escalations
  • Train associates and develop training documentation
  • Previous Roles at MassMutual
  • Calculation Analyst (2012–2018): Calculated death benefits, resolved accounting discrepancies, created SOPs
  • Policy Change Analyst (2009–2012): Processed policy changes, liaised with third-party administrators
  • Variable Life Analyst (2006–2009): Executed variable transactions, monitored regulatory compliance
  • Payment Service Analyst (2001–2006): Processed premium and loan payments, maintained advance premium policies

Licensed Customer Service Representative

Teletech
01.1999 - 01.2001
  • Supported clients with online trades and banking issues
  • Delivered professional service in high-pressure financial environments

Customer Service Representative / Teller

First National Bank of Suffield
01.1996 - 01.1999
  • Opened and maintained banking products and IRAs
  • Processed transactions efficiently and accurately

Customer Service Representative

Windsor Federal Savings and Loan
01.1993 - 01.1996
  • Balanced daily cash drawers and promoted financial products
  • Delivered personalized service to a diverse customer base

Education

High School Diploma -

North Reading High School
North Reading, MA
06-1981

Skills

  • Life insurance processes
  • SEC and NAIC regulatory knowledge
  • Awareness of regulatory standards in insurance
  • Effective online teamwork
  • Conflict resolution management
  • Training development
  • Precise death benefit evaluations
  • Policy implementation and management
  • Customer support expertise
  • Advanced Excel and insurance software knowledge
  • Proficient in ADA-aware service practices
  • Critical thinking and resolution
  • In-depth understanding of life insurance offerings

Certification

  • FINRA Series 7 License – Held from 1999 to 2001
  • FINRA Series 63 License – Held from 1999 to 2001

Timeline

Policyholder Service Consultant

MassMutual Financial Group
02.2001 - Current

Licensed Customer Service Representative

Teletech
01.1999 - 01.2001

Customer Service Representative / Teller

First National Bank of Suffield
01.1996 - 01.1999

Customer Service Representative

Windsor Federal Savings and Loan
01.1993 - 01.1996

High School Diploma -

North Reading High School

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