Michelle Fuentes
San Antonio
Summary
Motivated professional eager to embrace new challenges. Demonstrates strong work ethic, adaptability, and exceptional interpersonal skills. Proven ability to work independently and rapidly acquire new skills.
Overview
17
17
years of professional experience
Work History
Customer Preservation Team
Progressive
11.2023 - Current
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Identified customer needs promptly to enhance service delivery.
- Assisted customers with requests and answered questions to boost satisfaction.
- Worked effectively in team environments to make the workplace more productive.
- Updated and maintained databases to ensure accurate customer information.
Insurance Sales Lead Agent
Access Insurance Services
San Antonio
08.2016 - Current
- Exceeded company sales goals for new policies.
- Upsold additional products to policyholders and potential clients, increasing overall sales volume.
- Explained coverage options to potential policyholders, addressing questions and concerns to facilitate informed decision-making.
- Responded to inquiries, clarifying product features and service advantages to enhance customer understanding.
- Rewrote and reinstated insurance policies, following underwriting and business rules.
- Monitored clients' insurance coverages to ensure changing needs were met.
Auto Insurance Agent/Tax Preparer/Store Manager
Primera Insurance
San Antonio
10.2011 - 07.2016
- Exceeded company sales goals for new policies.
- Upsold products to policyholders and potential new clients.
- Provided policy guidance and management to enhance asset protection for clients.
- Led training sessions for new agents on industry best practices and company policies.
- Rewrote and reinstated insurance policies to ensure compliance with underwriting and business rules.
Insurance/Claims Rep
Delta Dental Insurance
San Antonio
09.2009 - 10.2011
- Processed claims and scheduled appointments to facilitate timely insurance benefits.
- Resolved questions and issues for claimants, providers, and clients, ensuring clarity and support throughout claims process.
- Managed asset recoveries for claims, overseeing salvage and subrogation processes to maximize recovery.
- Reviewed documentation and accounts to gain a full picture.
- Dedicated to continuously improving sales & product knowledge
- Gained management trust as a key holder, opening and closing the store responsibly.
Education
Associate of Science -
Hallmark College
06-2010
High School Diploma -
John Jay High School
06-2007
Skills
- Transaction processing
- Document Verification
- Customer Service
- Customer Retention
- Lead Prospecting
- Sales Quota Achievement
- Product Knowledge
- EPIC
- Multiline Communication
- Fluent in Spanish
- Typing Speed
- Internet Navigation
- Texas Property License
Timeline
Customer Preservation Team
Progressive
11.2023 - Current
Insurance Sales Lead Agent
Access Insurance Services
08.2016 - Current
Auto Insurance Agent/Tax Preparer/Store Manager
Primera Insurance
10.2011 - 07.2016
Insurance/Claims Rep
Delta Dental Insurance
09.2009 - 10.2011
Associate of Science -
Hallmark College
High School Diploma -
John Jay High School