Summary
Overview
Work History
Education
Skills
Timeline
Generic

Tammy Cohen

Garner,NC

Summary

Dynamic professional with a proven track record at Fidelity Investments, excelling in customer service and process improvement. Known for exceptional communication and critical thinking skills, I thrive in collaborative environments. Passionate about enhancing client experiences, I leverage technology to optimize workflows and deliver personalized support, ensuring high satisfaction and engagement.

Overview

12
12
years of professional experience

Work History

Career Break

N/A
11.2021 - Current

One of 250 people laid off due to a change in company strategy. Eager and excited to re-enter the workforce.

Medical reasons. Time off for health and well-being.

Family reasons. Time off to care for family after COVID.

  • Self-motivated, with a strong sense of personal responsibility.
  • Excellent communication skills, both verbal and written.
  • Passionate about learning and committed to continual improvement.

Mrs. TL Claus

Self Employed Services
NC, SC, GA, And Israel
12.2019 - Current

Freelance Strategist

Assisted Jerusalem Santa House and other Christmas Organizations

Engaged in professional skill building to increase knowledge of remote communication and project management via Zoom, Facebook Messenger, and WhatsApp.

Created, implemented, and supported growth in business strategies and marketing.

Managed travel, both international and domestic, including relocation and acclimation to new places and surroundings.

  • Managed time efficiently in order to complete all tasks within deadlines.
  • Excellent communication skills, both verbal and written.

Patient Services Coordinator

Biogen
Apex, NC
10.2020 - 11.2021

Remote only position. First class of new employees to participate in training from home office.

  • Managed patient inquiries, providing accurate information and resolving concerns efficiently.
  • Developed training materials that improved onboarding efficiency for new Patient Services Coordinators.
  • Implemented process improvements that enhanced patient experience and streamlined operations.
  • Collaborated with healthcare teams to ensure seamless communication regarding patient care plans.

Pension and Survivor Services Case Manager

Fidelity Investments, Participant Services
Durham, NC
07.2013 - 03.2020
  • Managed client cases by assessing individual needs and recommending appropriate financial solutions.
  • Developed personalized financial plans to enhance participant engagement and satisfaction.
  • Collaborated with cross-functional teams to streamline case management processes and improve service delivery.
  • Trained and mentored junior case managers, fostering skill development and knowledge sharing within the team.
  • Optimized workflow efficiencies by leveraging technology tools for case tracking and documentation processes.
  • Monitored clients' progress and tracked client services to provide crisis interventions.
  • Increased client satisfaction through diligent follow-up and personalized support.

Education

High School Diploma -

Clinton High School
Clinton
06-1987

Skills

  • Friendly, positive attitude
  • Teamwork and collaboration
  • Customer service
  • Critical thinking
  • Adaptability

Timeline

Career Break

N/A
11.2021 - Current

Patient Services Coordinator

Biogen
10.2020 - 11.2021

Mrs. TL Claus

Self Employed Services
12.2019 - Current

Pension and Survivor Services Case Manager

Fidelity Investments, Participant Services
07.2013 - 03.2020

High School Diploma -

Clinton High School
Tammy Cohen