Scott Sheehan Email & Phone Number

Providence, Rhode Island, United States

- Was hired to create and execute a plan to work through the company's backlog of over 2,000 requests while collaborating with cross-functional R&D partners to push through automation requests that would increase efficiency, remove roadblocks, and reduce the amount of manual work the Offboarding (OFB) team faced during their processing efforts.- Led the.

Scottsdale, Arizona, United States

- Effectively led daily operations within the Client Success department by providing coaching and ensuring accountability for a team of 4 Account Managers to ensure business goals and client expectations are met.- Served as the liaison between Slavic401k’s second-largest client and the company’s internal departments to facilitate successful resolution of.

Scottsdale, Arizona, United States

- Was responsible for a team of 10+ Call Center Associates- Led multiple medium-to-large scale projects, including leading the rollout of the companywide Multi-Factor Authentication (MFA) initiative to all participants.- Led the implementation of the Contact Center’s “Help and Supervisor Takeover Lines”. This included leading the vendor management.

Springfield, Massachusetts

- As a member of the Strategic Project Delivery Team, was responsible for performing research and business analysis to support the development of cost / benefit insights.- Served as the key business / product lead in the execution and standing up of the new instance of FIS’ Protegent Customer OnBoard for the Fixed Annuity Business. This program served as a.

Boston, Massachusetts

• Responsible for the filing of new Luxembourg offshore funds across over 20 countries.
• Collaborate with our internal attorneys as well as our local counsels within each country to ensure all documents abide local laws and regulations.
• Accountable for creating, managing, and updating Key Investor Information Documents (KIID) and Key Fact Sheets (KFS) for each fund.
• Constantly forward thinking in order to plan for, and hit deadlines established by the department and global regulators.
• Simultaneously manage multiple projects while ensuring each one is researched and organized properly, and communicated thoroughly to achieve the intended goals.
• Utilize strong written and verbal skills to adequately convey ideas while maintaining a positive attitude.

Charlotte, North Carolina Area

• Serve as a Subject Matter Expert (SME) of annuities, company policies and procedures, and SEC regulations in order to facilitate contract exceptions.
• Applying extensive knowledge of Microsoft Office, including Excel, Word, and PowerPoint, in order to organize, and develop comprehensive reports for senior management.
• Analyze collected data month over month in order to provide suggestions to improve current state.
• Actively build and maintain relationships with other key business areas while remaining a strong team player.
• Conduct all interactions with honesty, integrity, and confidentiality.
• Series 6 Licensed

Springfield, Massachusetts Area

• Served as a key contact to MassMutual’s sales department and other business areas to assist with inquiries regarding conservation topics, and the company’s Internal Exchange/Replacement Program.
• Ran and evaluated reports to identify trends involving annuity surrenders, which successfully allowed for the identification of lead competitors in the field.
• Developed and maintain relationships with MassMutual Career Agents in order to provide the highest quality of service to our clients, and ensure that they are aware of all of their available options.

Phoenix, Arizona Area

• Relocated to Phoenix to actively participate as one of the first employees to help establish and build out a new remote office.
• Enthusiastically supervised a team of 20+ individuals in the Phoenix Annuity Service Center, as well as served as a remote mentor and supervisor to the Springfield, MA Annuity Service Center.
• Reacted and refocused attention to ensure priorities were being met in an ever-changing environment.
• Collaboratively coached and mentored CSRs during monthly one-on-ones to ensure MassMutual’s culture was paralleled to that of the home office in Springfield, while engaging employees to continuously focus on process.
• Assisted in the hiring process, training discussions, and mediation of HR incidents.
• Responsible for drafting and delivering tailor-made action plans to underperforming team members after analyzing monthly performance data.

Springfield, Massachusetts Area

• Series 6 Licensed.
• Proficiently provided assistance to agents, brokers, and clients on their annuity policies.
• Demonstrated excellent customer service in order to maintain loyal, positive relationships with teammates, customers and all those serviced.