Chelsey Lapointe
About Chelsey Lapointe
Chelsey Lapointe is a Defined Contributions Account Manager at MassMutual Financial Group in Springfield, Massachusetts, with over 7 years of experience in the role.
Company
Chelsey Lapointe currently works at MassMutual Financial Group as a Defined Contributions Account Manager in Springfield, Massachusetts. She has been with the company for over 7 years since January 2016. MassMutual Financial Group is a well-known organization in the financial services industry, offering insurance, retirement, and investment solutions.
Title
Chelsey Lapointe holds the position of Defined Contributions Account Manager at MassMutual Financial Group. In this role, she coordinates service delivery for clients and advisors using a proactive, consultative approach. She is directly accountable for overall administrative service results, including customer data transmission and participant transactions.
Previous Work Experience
Before joining MassMutual Financial Group, Chelsey Lapointe worked at Citizens Bank as a Universal Banker from 2012 to 2016 in Providence, Rhode Island. Prior to that, she served as a Sales Consultant at Country Hyundai between 2011 and 2012 in Greenfield, Massachusetts. She also gained experience as an Assistant Manager at Maurices from 2010 to 2011 in Duluth, Minnesota.
Role Responsibilities
In her current role at MassMutual Financial Group, Chelsey Lapointe manages client expectations regarding service requests and concerns. She executes strategic action plans to improve customer satisfaction and retention and serves as the key day-to-day client contact for an assigned book of business. Additionally, she handles ERISA advisory services and plan year-end services, including regulatory testing and the 5500 process.
Education
Chelsey Lapointe studied at Keene High School from 2002 to 2006. Her educational background provided the foundation for her career in the financial services industry, enabling her to develop the skills necessary for her roles in various companies.