Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lauren Donaldson

Longwood,FL

Summary

Dedicated Customer Service Representative with a passion to learn and grow. Self-motivated, reliable, and hardworking. Positive team player with exceptional communication skills and time management. Results driven with a pro-active approach and determination to achieve outstanding success. Highly organized with the ability to multitask while committed to providing exceptional customer service.

Overview

2
2
years of professional experience

Work History

Account Manager

Chelsie Phillips State Farm
08.2023 - 06.2024
  • Educate new and existing policy holders on their current coverages and how this protects them in the event of a loss, increasing coverages as needed.
  • Increased client satisfaction by building strong relationships and addressing their needs promptly.
  • Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
  • Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
  • Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.

Customer Service Representative

Terri Marshall State Farm
08.2022 - 08.2023
  • Greeting and assisting customers as well as answering phones and handle customer inquiries such as address changes, and taking payments in a professional manor.
  • Onboarding and welcoming new customers which consists of; Drive Safe and Save set up, Online reviews, Referrals, Thank you cards, Online accounts, and answering questions or concerns.
  • Actively listen to customers, handle concerns quickly and escalate major issues to licensed team member.
  • Contact customers regarding Non-pays, balance due and cancellation notices.
  • Pivot to other lines of business to possibly multiline current households.
  • Work defectors and list of previous leads to offer an updated quote and hand off to a licensed team member.

Education

High School Diploma -

Lake Brantley High School
Altamonte Springs, FL
05.2021

Skills

  • Fluent in ECRM and NECHO
  • Computer: Microsoft Word, Microsoft Excel, Microsoft Power Point
  • Professional Phone Etiquette
  • Detailed Note Taking

Timeline

Account Manager

Chelsie Phillips State Farm
08.2023 - 06.2024

Customer Service Representative

Terri Marshall State Farm
08.2022 - 08.2023

High School Diploma -

Lake Brantley High School
Lauren Donaldson