Tamara Murphy Email & Phone Number

Strong Start Coach, providing one-to-one education and assessments of early literacy skills for WRDSB children.Primary educator of two children during pre-school and elementary school years, 10 consecutive years.Financial planning, accounting, interior decorating and property maintenance.Time and schedule management of events and appointments.Negotiation, risk mitigation, conflict resolution.

Managed 50+ Group Retirement Services clients, ensuring client satisfaction and profitability.Achieved 100% client retention rate, 109% in weighted business results, 115% individual incentive multiplier, including contributions to sales growth.Educated clients on admin processes, investment strategies, legislative requirements, technological enhancements.Expanded knowledge of investment concepts and regulatory requirements through participation in client pension committee meeting and investment reviews.Coordinated and facilitated plan member education requests, plan changes and fee negotiations.Effectively contributed to sales growth through presentations to promote products and servicesConsistently demonstrated excellent communication, organizational and time management skills by proactively consulting clients on service solutions.Liaised and supported various internal and external stakeholders, including consultants, investment managers, educators, sales directors, Compliance, Legal, Client Services and Marketing teams, cultivating positive relationships.Engaged in cross-departmental collaboration, building effective relationships.

Achieved high performance rating through excellent communication, collaboration, research and presentation skills, receiving several Valuing Inspired Performance (VIP) recognition awards.Identified, coordinated, designed, and facilitated training curriculum for Client Services, IT and Sales Force teams, including workshops, PowerPoint presentations and online learning modules.Provided training, knowledge share and technical expertise on processes, investment products, legislative requirements, systems, applications, and soft skills.Traveled to India for 4 weeks to provide on-boarding knowledge and training support, contributing to the successful launch of Sun Life's first India Service Centre.Provided updates and offered technical/training support for various internal partners, including Legal, Marketing, and Project Management teams.Liaised with subject matter experts, such as Finance, Legislation & Compliance and Taxation specialists for the purpose of gaining, expanding and implementing best practices and emerging trends.Participated in the implementation of over 25 key project initiatives by recommending and communicating cost effective process/system changes, resulting in cross-departmental continuous improvement.

Accountable for the success of a high-performance team of approximately 20 Client Representatives.Achieved high performance rating, exceeding expectations for three consecutive years.Trained and mentored administrators to ensure Service Excellence for all clients, brokers, and consultants.Primary Subject Matter Expert (SME), providing innovative solutions for inquiries and escalations.Daily Responsibilities included audits, peer reviews, account reconciliations, coordinating daily "huddles" to answer inquiries and address needs, supervision, and delegation of daily processes, identifying additional training requirements, de-escalation of problematic customer concerns.

Accountable for large blocks of business, delivering service excellence to clients, brokers and consultants.Identified and anticipated plan member needs, proactively providing solutions.Accurately processed daily transactions, following procedures, within the required service standards.Regularly participated in client meetings, training sessions, internal audits and team huddles.Resolved client escalations and inquiries. Mentored new Client Service Administrators.

Delivered customer service excellence, issuing and amending client plans/services.Identified sales opportunities and assisted with sales promotions.Daily banking reconciliation, using DENT and SERVETECH operating systems.Participated in RRSP campaigns and presentations. Prepared and distributed daily fraud occurences.

Certificate, Environmental Management, Introduction

Certificate, Environmental Management Systems And Audits

Certificate, Environmental Management Site Assessment And Reporting

Diploma (Honours), Bachelor Of Arts

Certificate, Business Administration And Management