Allison Donaldson
Fort Worth,TX
Summary
Seasoned Customer Service Supervisor with unmatched customer service record and successful strategic development. Develops strong working relationships with teams to boost performance and meet objectives. Focused and versatile professional with undeniable talents in customer service and specialty drink preparation. Multi-tasker dedicated to customer service and engagement. Works great under pressure.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Insurance Agent
Allstate
04.2024 - Current
- Generated leads through cold-calling, networking and other outreach methods.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Created detailed reports for management to track performance and sales.
Loan Advisor
OpenRoad Lending
02.2021 - 04.2024
- Evaluated loan requests and documents to verify accuracy and completeness.
- Ensured compliance with federal, state, and company policies by conducting thorough audits of all loan documentation.
- Explained very technical financial information to applicants in easy to understand language.
- Boosted customer satisfaction levels with a timely response to inquiries and resolution of issues.
- Negotiated loan terms and conditions with customers to secure best deal.
- Streamlined the loan application process for clients by effectively communicating requirements and providing guidance.
- Skilled at working independently and collaboratively in a team environment.
- Excellent communication skills, both verbal and written.
Food Service Worker
Whataburger
06.2017 - 11.2020
- Maintained safety standards by properly handling food and adhering to sanitation guidelines.
- Utilized POS system to receive and process food and beverage orders.
- Learned other teammates' work tasks to train as backup.
- Handled cash transactions and point-of-sale operations to assist dining room staff during busy service periods.
- Supported team members during peak hours, ensuring smooth operations and minimal wait times for customers.
- Developed and maintained positive relationships with customers to enhance service.
Education
Saginaw High School
Saginaw, TX05.2020
Skills
- Professionalism
- Adaptability and Flexibility
- Critical Thinking
- Time management abilities
- Problem-Solving
- Multitasking
- Team building
- Customer Engagement
- Adaptability
- Problem-solving abilities
- Client Relations
- Written Communication
- Upselling
- Call Center Customer Service
- Multitasking Abilities
- Client Retention
- Professionalism and Ethics
- Client needs analysis
- Goal Setting
- Active Listening
- Effective Communication
- Teamwork and Collaboration
- Customer Service
- Property and Casualty Insurance
Certification
Property and Casualty License
Timeline
Insurance Agent
Allstate
04.2024 - Current
Loan Advisor
OpenRoad Lending
02.2021 - 04.2024
Food Service Worker
Whataburger
06.2017 - 11.2020
Saginaw High School