Tammy Phillips
Albemarle,NC
Summary
Results-driven professional with experience in client support and financial assessment. Skilled in coordinating client inquiries and implementing service procedures that enhance customer satisfaction and drive operational efficiency.
Overview
13
13
years of professional experience
Work History
Client Support Specialist
Western & SOuthern
Greensboro, North Carolina
07.2025 - Current
- Provided exceptional support to clients through phone and email communication.
- Ensured that all customer inquiries were responded to promptly and accurately.
- Assisted clients with inquiries regarding policies and account management.
- Coordinated with internal departments to resolve client issues promptly.
- Managed follow-up communications to ensure client satisfaction with services.
- Educated clients on product features and benefits during consultations.
- Monitored incoming emails from customers regarding technical problems or product inquiries.
- Conducted regular follow-up calls with customers to ensure their satisfaction with services provided.
- Maintained customer accounts and updated account information.
- Performed data entry tasks for client records management.
- Reviewed existing policies and procedures related to client support operations.
Financial Representative
Western & Southern Life
Greensboro, North Carolina
03.2024 - 07.2025
- Developed customized financial plans for individuals and families.
- Conducted financial assessments to determine client needs and goals.
- Communicated with clients to understand needs and identify best policies for each case.
- Assisted customers in selecting the right life insurance coverage for their needs.
- Educated clients on various types of life insurance policies available in the market.
- Conducted risk assessments for customers based on their individual circumstances.
- Calculated premiums and established payment methods.
- Proactively identified and solved complex strategy problems impacting wealth management and business direction.
- Maintained up-to-date knowledge of industry trends and regulations.
Assistant Manager
AVT
Winston-Salem, North Carolina
10.2022 - 02.2024
- Oversaw daily operations to ensure compliance with company policies.
- Supervised daily operations including scheduling shifts, assigning duties.
- Facilitated communication between departments to improve operational flow.
- Implemented quality control measures to maintain service standards.
- Resolved customer inquiries and issues in a timely manner.
- Resolved conflicts between team members in an effective manner.
- Organized training sessions for new hires to familiarize them with the workplace environment.
- Established processes for monitoring customer satisfaction levels.
Team Lead
Walmart
Mocksville, North Carolina
03.2020 - 10.2022
- Led team in daily operations and ensured efficient workflow.
- Trained new employees on company policies and procedures.
- Collaborated with team members to improve service procedures and processes.
- Provided excellent customer service to resolve customer complaints in a timely manner.
- Assisted customers in resolving inquiries and issues efficiently.
- Answered customer inquiries and provided accurate information regarding products and services.
- Developed strong working relationships with team members to foster collaboration.
Stay at Home Parent
Home Instead
Mocksville, North Carolina
09.2013 - 03.2020
- Coordinated educational and recreational activities to engage children's learning.
- Provided nurturing support to develop emotional and social skills in children.
- Managed daily schedules and activities for children and family needs.
- Monitored children's progress in academics and extracurricular activities regularly.
- Implemented routines for meal preparation and healthy eating habits at home.
- Ensured children played in a safe and secure environment by regularly checking equipment and surroundings.
- Encouraged positive behaviors, including patience with teachers and fellow kids.
Education
High School Diploma -
LaFayette High School
LaFayette, GA06-1998
Skills
- Client account management
- Client communication
- Customer relationship management
- Customer-facing communication
- Client data management
- Issue resolution
- Product knowledge
- Operational oversight
- Attention to detail
- Time management
- Multitasking
- Interpersonal and written communication
- Professional demeanor
- Strong work ethic
- Multitasking
Timeline
Client Support Specialist
Western & SOuthern
07.2025 - Current
Financial Representative
Western & Southern Life
03.2024 - 07.2025
Assistant Manager
AVT
10.2022 - 02.2024
Team Lead
Walmart
03.2020 - 10.2022
Stay at Home Parent
Home Instead
09.2013 - 03.2020
High School Diploma -
LaFayette High School