Donna Satterfield
Laurens,SC
Summary
Dynamic Account Manager with a proven track record at Grayson Thomas Agency, Inc, excelling in client relations and customer service. Looking to change occupational direction to work closer to home.
Overview
2026
2026
years of professional experience
Work History
Account Manager/Agent
Grayson Thomas Agency, Inc
10.2011 - Current
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained client retention rate by providing exceptional customer service and anticipating client needs.
- Collaborated with sales team to identify potential upsell opportunities and expand client base.
- Consult with prospective clients to gather essential information, assess coverage needs and present insurance solutions from various insurance providers
- Process applications, payments, cancellations and reinstatements of policies
Customer Service Representative/Insurance Agent
Benefit Source, Inc
03.2004 - 10.2011
- Responded to customer requests for products, services, and company information.
- Provided quotes to new prospects, as well as requoting existing clients who were dissatisfied with current policy/premiums.
- Processed payments, policy changes, cancellations and reinstatements
- Maintained monthly reports from multiple insurance providers
- Processed bi-weekly commission statements to multiple agents
- Prepared daily bank deposits and balanced outgoing payments
- Maintained client files
Insurance Agent
Stolzenbach Insurance Sales and Service, Inc
01.2000 - 07.2003
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Process monthly incoming commissions
- Process daily payments and balance cash box at the end of the day
- Maintain monthly company reports
- Build customer accounts both in a database, as well as build and maintain customer paper files
Bank Teller
The Palmetto Bank
1988 - 10.1993
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Established trust with clients by maintaining confidentiality and protecting sensitive
- Logged cashier's checks and other transactions to maintain accurate account records.
- Sold and cross-sold bank products to new and existing customers.
Education
Hillcrest High School
Simpsonville, Sc05-1987
Skills
- Account management
- Customer service
- Teamwork and collaboration
- Client relations
- Upselling
Southeast Iroquois Agent of the Year 2003
Southeast Iroquois is a group based out of Florida that provided insurance connections between multiple small independent insurance agencies with large insurance companies. They had a very detailed process for quoting and issuing insurance policies through those companies, as well as maintaining and submitting signed documents to their service center. In 2003 I was selected as the Insurance Agent of the Year.
Timeline
Account Manager/Agent
Grayson Thomas Agency, Inc
10.2011 - Current
Customer Service Representative/Insurance Agent
Benefit Source, Inc
03.2004 - 10.2011
Insurance Agent
Stolzenbach Insurance Sales and Service, Inc
01.2000 - 07.2003
Bank Teller
The Palmetto Bank
1988 - 10.1993
Hillcrest High School
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