Kellie McMahon has over 15 years of experience in insurance, financial services, and food service industries. She has held positions in personal marketing, accounting management, bookkeeping, licensing coordination, branch office administration, underwriting, sales, and food service management. Her background demonstrates strong skills in customer service, sales, accounting, and operations management. Currently, she resides in Waterbury, Connecticut and holds a B.S. in Marketing and A.O.S. in Culinary Arts from Johnson and Wales University.

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Kellie McMahon
70-6 Deerwood Lane
Waterbury, CT 06704
healthykellie@yahoo.com
203-768-2170
Experience
Barnum Financial Group-AnOffice ofMetlife June 2015-May 2016
Personal Marketing Assistant
 Assisted financial advisors with all aspects of their practice including appointment
setting, pre/post issue paperwork, customer service, sales tracking, and compliance.
 Organized mailings, kept customer database updated, and marketed advisor in the
marketplace.
CPM Insurance Agency April 2014-May 2015
Accounting Manager
 Ran accounting department which was responsible for customer billing, payroll, agent
licensing, commission tracking, and customer financing.
 Handled various human resource issues including hiring paperwork, benefits and
attendance tracking.
 Involved in operations in regards to office systems: phones, office services, utilities
contracts, and general office procedures.
HollisD. SegurInsurance Agency October 2009-March 2014
Bookkeeper/LicensingCoordinator
 Performedall accountingfunctionsincludingaccountsreceivable,accountspayable,cash
accounts reconciliation, payroll,andcommissionreporting forapproximately80employees.
 Preparedandfiledsurpluslinestax andsalesanduse tax reports.
 Managed residentandnon-residentlicensing/appointmentsforapproximately60agents.
Edwards Jones Investments May 2008-October 2008
Branch Office Administrator
 Responsible forthe overall operationof the officeincludingfacilitiesmanagement,accounts
payable,recordkeepingandcustomerservice.
 Keycontact in establishingandmaintainingclientrelationships
The Hartford Insurance Group January 2007-April 2008
Commercial LinesDivision
Renewal Underwriter/SalesAgent
 Reviewedworker’scompensationpoliciesforrenewal. Thisincludedcommunicationand
relationshipmanagement withagentsaswell ascustomers.
 Soldcommercial insurance productstosmall commercial customers.
 Maintainedan underwritingqualityscore above 90% andwas 120% to salesgoal.

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Hartford Insurance Group February 2001-January 2007
Personal LinesDivision
SalesAgent
 One of a selectfewagents crosstrainedtosell all linesof businessincludingautomobile,non-
standardautomobile,homeowners,home basedbusiness,personal umbrella,Progressiveand
flood.
 Recipientof SalesAchievementCircle 2004,2005 and 2006. Thisaward ispresentedtothe top
5% of all salesagents.
 Consistentlymeetingorexceedinginall performance metrics.
Filene’sDepartmentStore September1999-January 2005
SalesAssociate
 One of the top salesproducersforthe store. Responsible formerchandising,customerservice,
and lossprevention.
Aramark Food Service February 1997-February 2000
@Sikorsky Aircraft
Food Service Director
 Responsible for managingall areasof the businessincluding,butnotlimitedtopurchasing,
menuplanning, inventory,production,payroll,andhiringwhileservicingapproximately2000
people daily. Generatedanaverage of $8500 indailycash salesand$20,000 inweeklycatering
sales.
StellaFoods May 1996-February 1997
Regional Trainer/Operator Specialist
 Trainedkeyoperators/brokersin the Northeastaboutthe company’slineof productsandhow
to implementintomenuapplications.
Rich Products Corporation August 1993-May 1996
Technical Consultant
 Taught customertechnical classesatnational andregional trainingcenters.Conductedonsite
technical supportworkshopsinthe Northeastforfoodbrokers,operators,anddistributors.
Education
Johnsonand WalesUniversity:Providence,RI
B.S. Marketing May 1992
A.O.S. CulinaryArts May 1990
Licenses/Appointments
ConnecticutProperty and Casualty Insurance License
ConnecticutNotary Public
Computer Software Skills
Proficientwiththe following:MicrosoftOffice Outlook,Word,Excel;Paychex Preview ,Vertafore
AMS/Sagitta,AppliedTAM,MetLife ProducerPortal , Salesforce, Streetscape,Envestnet,andeMoney