Insurance Client Care Associate
My NET WORTHWHILE™ is to bring protection and peace of mind to clients as they seek to secure their assets and their future.
Melanie believes that most people don’t understand the true value of insurance – that it’s a product that not only helps them protect their assets but their future as well. She enjoys helping bring clients a feeling of security as she walks them through the insurance process.
In her role as an Insurance Client Care Associate, Melanie utilizes her ability to work and thrive in a collaborative and professional team environment. She works closely with our in-house agents to assist in both the placement and servicing of life, disability, long term care, and annuity insurance solutions. She coordinates all aspects of the insurance process, including preparing new applications, monitoring the policy placement process, and coordinating existing policy reviews.
Melanie has over 15 years of experience in insurance support. Prior to joining SignatureFD, she served as a Senior Insurance Support Associate at Wells Fargo Advisors, where she acted as a liaison between financial advisors, carriers, and clients. She also worked as a Senior Case Manager for AIM Systems, Inc. She holds a Bachelor of Science from Indiana Bible College, an Executive Assistant Certification from Washington School for Secretaries, and Georgia licenses for life, health, and accident insurance.
Melanie lives in Roswell, GA, where she is a member of Bethel Atlanta. In her spare time, she enjoys volunteering, mission trips, kayaking, and hiking, but most of all, she loves spending time with her children and grandchildren.SAVE AS PDF
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SignatureFD is engaged, or continues to be engaged, to provide investment advisory services.