MELISSA BURKE
Customer Service
East Hartford,CT
Summary
Seeking a challenging position to utilize my exceptional communication skills and extensive knowledge of insurance to provide excellent service and build lasting relationships with clients.
Overview
25
25
years of professional experience
Work History
Sr Svc Procr 1035 Exchange
Lincoln Financial Group
05.2023 - 12.2023
Worked on 1035 team from May 2012 -August 2020 then again from May 2023-December 2023
- Initiated and processed 1035 exchanges, including complex and non-routine cases, from receipt to final status in accordance with established procedures and guidelines, in a timely manner and meeting departmental quality/production standard, independently
Sr New Business Case Manager
Lincoln Financial Group
Hartford, CT
08.2020 - 05.2023
- Examined paperwork for completeness, accuracy, and compliance with state regulations at the time of solicitation through policy placement and Confirmed agent licensing/appointment meets guidelines and is valid at the time of solicitation through policy placement
Sr Adminr PHI
Lincoln Financial Group
Hartford, CT
2006.04 - 2012.05
- Conducted Detailed interviews of applicants to obtain detailed and sensitive health, financial, and insurance information in accordance with established procedures and guidelines in a timely manner.
Svc Rep Client Services
Lincoln Financial Group
Hartford, CT
06.1999 - 04.2006
- Documented customer interactions and maintained accurate records by verifying and updating more complex client information in appropriate system(s)
Education
Bachelor of Arts - Sociology
Talladega College
Talladega, AL05.1996
Skills
- Ability to perform under stress in cases of emergency, critical or hazardous situations
- Strong interpersonal skills with a collaborative style
- Ability to work with others in a team environment
- Ability to use sound judgment and discretion regarding confidential information
- Ability to work in a fast-paced environment
- Excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail
Timeline
Sr Svc Procr 1035 Exchange
Lincoln Financial Group
05.2023 - 12.2023
Sr New Business Case Manager
Lincoln Financial Group
08.2020 - 05.2023
Sr Adminr PHI
Lincoln Financial Group
2006.04 - 2012.05
Svc Rep Client Services
Lincoln Financial Group
06.1999 - 04.2006
Bachelor of Arts - Sociology
Talladega College
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