Erin McMahon
Pepperell,MA
Summary
Proven leader in driving operational excellence, with a track record at Fidelity Investments Life Insurance of implementing quality-oriented strategies to exceed goals. Skilled in customer relations and critical thinking, excelling in transforming challenges into achievements through innovative problem-solving and effective team collaboration.
Overview
25
25
years of professional experience
Work History
Annuity New Business Senior Specialist
Fidelity Investments Life Insurance
02.2024 - Current
- Maintain oversight of team queues and triaging daily assignments of high value and aged items
- Mentor and train new teammates, resulting in stronger staff development and increased productivity
- Conduct additional tasks including volume reports, bulk wire and journal approvals, facilitate job shadows for internal candidates
- Collaborate with teammates and other business units on various projects including NY State Audit, FILI Fellowship Program, FPRA Internal Audit
Annuity New Business Specialist
Fidelity Investments Life Insurance
06.2023 - 02.2024
- Performed initial annuity application reviews and data entry into multiple workflow systems
- Maintained up-to-date regulatory requirements applicable to the application process of NY Reg 60
- Managed and resolved NIGO cases by working directly with registered representatives and outside carriers
Customer Relationship Advocate
Fidelity Investments
07.2022 - 06.2023
- Maintained and protected client accounts while answering client questions and concerns
- Navigated various applications and resources to aid clients while maintaining uniform practices
- Worked collaboratively with team leaders and peers
Office Manager
Bill McMahon Horseshoeing
03.2002 - 07.2022
- Developed and implemented efficient scheduling systems to maintain organized farrier appointments
- Managed all financial matters with accounts payable and accounts receivable
- Provided day-to-day office administration
Customer Service Representative
Astron Stamping, Inc
05.2021 - 06.2022
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information with orders, pricing, and shipping questions
- Researched and issued quotes and sales acknowledgements to customers
- Collaborated with production and shipping for inventory issues and outside processing
Deductions Manager
Becton Dickinson, Formerly CR Bard
05.2016 - 10.2018
- Researched daily incoming deductions and identify nature of the dispute
- Reviewed credit memos daily and post to customer accounts as determined
- Entered daily journals including offsets and write offs to reconcile customer accounts
Human Resources Manager
Securitas, Formerly First Security Services
10.1999 - 03.2002
- Supervised HR staff of six employees
- Managed and developed HR capabilities in the area of recruitment, recognition, retention, compensation, training & development, disciplinary actions & terminations and benefits administration
- Implemented and administered HR policies and procedures
Education
Master of Science - Human Resources Management
Rivier University
Nashua, NHBachelor of Arts - Sociology & Social Work
Rivier University
Nashua, NHSkills
- Critical Thinking
- Analytical thinking
- Documentation management
- Customer Relations
- Time Management
- Written and Verbal Communication
- Team Collaboration
- Problem Solving
Awards and Certificates
- Excellence in Action Winner - Q4 2022
- SIE Certification January 2023
- Series 6 Certification June 2024
Timeline
Annuity New Business Senior Specialist
Fidelity Investments Life Insurance
02.2024 - Current
Annuity New Business Specialist
Fidelity Investments Life Insurance
06.2023 - 02.2024
Customer Relationship Advocate
Fidelity Investments
07.2022 - 06.2023
Customer Service Representative
Astron Stamping, Inc
05.2021 - 06.2022
Deductions Manager
Becton Dickinson, Formerly CR Bard
05.2016 - 10.2018
Office Manager
Bill McMahon Horseshoeing
03.2002 - 07.2022
Human Resources Manager
Securitas, Formerly First Security Services
10.1999 - 03.2002
Master of Science - Human Resources Management
Rivier University
Bachelor of Arts - Sociology & Social Work
Rivier University
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