As the Client Care Coordinator at LaRoche Wealth Management, Melanie Young’s primary responsibility is, in short, to handle the paperwork, of which there is plenty. Melanie’s job requires her to oversee lots of details, while working very closely with our clients. “There’s no shortage of things to do: my role is to keep us all organized, and to keep things moving forward!” she says.
Melanie manages the insurance application process to include the gathering of information to complete applications, relaying underwriters’ questions to clients, requesting of medical records, scheduling medical exams, as well as the implementation of the new policy once approved and reviewed with the client. She also assists with the investment application process and much of the day-to day-maintenance on clients’ insurance policies and investment accounts that need beneficiary changes and other updates. Melanie helps Brian and April with client communication, meeting scheduling, preparation, and follow-up.
She is also no stranger to financial services. Prior to joining the LaRoche team in 2017, Melanie worked at American Funds as a client service representative. There, she was responsible for customer support, education and training of new associates, and she was a member of the web technology team. Prior to that, she worked at Geico Insurance, also in a customer service capacity.
“What I love about my job is getting to know our clients and their stories,” she admits. Working at a large mutual fund provider where she fielded hundreds of calls a day didn’t allow for getting to know any specific clients on a deeper level. “I see the impact of our work through every client I touch, and I see what a difference it makes to start this process while you’re young,” she says. Melanie finds the ability to make a difference in peoples’ lives particularly powerful. Like all of her team members, Melanie also appreciates the family feel of the practice. “Everyone has a voice here, and everyone is here to grow,” she says.
When she is not at the office, this Virginia Beach native enjoys going to the beach on a sunny day. Melanie also engages in a variety of creative projects – from graphic design, creating vinyl decals, drawing, painting and trying her hand at creating invitations for upcoming LaRoche Wealth Management events.