Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Work Availability
Work Preference
Websites
Software
Interests
Timeline
BusinessAnalyst
Erin McCormick

Erin McCormick

Cave Creek,AZ

Summary

Experienced 401K Specialist with comprehensive background in retirement plan administration and compliance. Possess strong knowledge of ERISA regulations and IRS code pertaining to defined contribution plans. Skilled in fostering and retaining client relationships by providing exceptional customer service and resolving complex issues. In previous roles, contributed significantly to the streamlining of processes and establishing innovative training programs.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Customer Service Representative

Cobblestone Auto Spa
Cave Creek, AZ
05.2024 - Current
  • Delivered exceptional customer service resolving complex POS/DRB issues.
  • Maintained vendor relations while effectively conveying company goals to the staff.
  • Upsold services by discussing active promotions while processing transactions for Car Wash, Lube Shop and Convenience Store.
  • Counted tills, performed safe drops and secured building at closing.

401(k) Operations Transaction Specialist

Paychex
Phoenix, AZ
04.2022 - 02.2024
  • Ensured compliance with established Service Level Agreements through consistent follow-ups.
  • Leveraged various systems and software packages, including HRIS, WebEx, Teams, SharePoint, and Salesforce.
  • Orchestrated blackout phase for retirement plans in preparation for executing wire transfers to the updated record keeper.
  • Prioritized and organized tasks to efficiently accomplish service-level agreements.
  • Coordinated with internal teams to ensure timely and successful delivery of solutions according to client needs.
  • Provided guidance to junior staff on client service issues.

Customer Service Representative

National Passport Information Center
Phoenix, AZ
09.2021 - 03.2022
  • Addressed inquiries from US citizens about passport-related procedures through an advanced knowledge system.
  • Qualified customers requesting agency appointments, and facilitated appointments when applicable.

Claims Associate

State Farm Insurance
Tempe, AZ
09.2019 - 03.2020
  • Managed incoming and outgoing calls to clients, claimants, repair facilities, attorneys, doctors, insurance companies.
  • Evaluated claims through detailed fact-checking, application of relevant coverage guidelines, precise documentation and timely disbursement of owed funds.
  • Appointed as team lead for subrogation claims.

Assistant Manager

The Boulders Spa Cafe
Carefree, AZ
05.2017 - 06.2019
  • Directed service staff operations and enhanced guest satisfaction.
  • Accurately maintained sales data spreadsheets and end-of-day reporting.
  • Developed and implemented customized training strategies.
  • Oversaw inventory control and introduced daily cleaning logs.

Clerk/Front Desk Manager

Safeway
Scottsdale, AZ
05.2000 - 01.2015
  • Earned recognition for surpassing performance benchmarks with exceptional service.
  • Performed accounting duties and mediated consumer concerns.
  • Undertook cross-training across different departments, fulfilling the duties of Floral Manager, Starbucks Manager, Cashier, Closing Manager, Cake Decorator, Cashier, and File Maintenance.
  • Enforced health regulation compliance, elevating staff accountability via implementation of an updated cleaning protocol.

Education

Bachelors of Arts - History

Arizona State University
Tempe
08.2006

Skills

  • CRM software proficiency
  • Teamwork and collaboration
  • Client relations
  • Multitasking capacity
  • Oracle enterpriseone
  • Customer retention strategies
  • Regulatory compliance
  • Staff training and development

Certification

Title 4 Liquor Law Certification, Class C UST Operator

Affiliations

Fiesta Bowl Ambassador, March 2016-present

Execute outreach programs with volunteers as an Ambassador with the Fiesta Bowl. Hosted tours for out-of-state families; built relationships with families and media firms. Through a Fiesta Bowl partnership with Kaboom, has participated in eight playground builds.

Chair: Par 3 Golf Tournament, 2024-2025

Chair: Team Arrivals/Departures, 2023-2024

Community Outreach Liaison, 2022-2023

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference

Work Type

Full Time

Work Location

On-SiteHybrid

Important To Me

Career advancementWork-life balanceHealthcare benefits

Software

Salesforce

Microsoft

Interests

Community Engagement

Timeline

Customer Service Representative

Cobblestone Auto Spa
05.2024 - Current

401(k) Operations Transaction Specialist

Paychex
04.2022 - 02.2024

Customer Service Representative

National Passport Information Center
09.2021 - 03.2022

Claims Associate

State Farm Insurance
09.2019 - 03.2020

Assistant Manager

The Boulders Spa Cafe
05.2017 - 06.2019

Clerk/Front Desk Manager

Safeway
05.2000 - 01.2015

Bachelors of Arts - History

Arizona State University

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Erin McCormick