Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Charlese Donaldson

Tamarac,FL

Summary

Proven Compliance Specialist with a strong background in compliance oversight and regulatory knowledge, demonstrated at Aon Edge Insurance Services Inc. by enhancing record-keeping accuracy and improving policy frameworks. Excelled in high-stress customer service scenarios at Link Worldwide, showcasing exceptional problem-solving abilities and empathy, leading to increased customer loyalty.

Overview

26
26
years of professional experience
1
1
Certification

Work History

Compliance Specialist

Aon Edge Insurance Services Inc.
10.2002 - Current
  • Implemented record-keeping that ensured accurate documentation was maintained according to regulatory requirements at all times.
  • Assisted in detailing compliance activities and progress towards established goals.
  • Served as a point of contact for employees seeking guidance on compliance matters.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Worked well in a team setting, providing support and guidance.

Customer Service Representative

Link Worldwide
08.1998 - 09.2002
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.

Education

CPSR License - CPSR License

Hilda Tucker Insurance School
Gainesville, FL
01.2012

High School Diploma -

Cornerstone Christian Correspondence School
Townsend, GA
12.2001

Skills

  • Compliance knowledge
  • Compliance Monitoring
  • Compliance Oversight
  • Regulatory knowledge

Certification

  • Licensed CPSR - 2012- Current

Timeline

Compliance Specialist

Aon Edge Insurance Services Inc.
10.2002 - Current

Customer Service Representative

Link Worldwide
08.1998 - 09.2002

CPSR License - CPSR License

Hilda Tucker Insurance School

High School Diploma -

Cornerstone Christian Correspondence School

Similar Profiles

CREATE PROFILE
Charlese Donaldson