Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Vanessa Fuentes

Woodbridge,VA

Overview

10
10
years of professional experience
1
1
Certification

Work History

Insurance Agent

J&A Consultants LLC
Woodbridge, VA
11.2023 - Current
  • Assisted clients in understanding insurance policies and coverage options.
  • Processed applications and maintained accurate client records.
  • Scheduled appointments for client consultations and policy reviews.
  • Collaborated with underwriters to assess risk for insurance applications.
  • Conducted market research to identify potential leads and opportunities.
  • Provided administrative support in preparing quotes and documents for clients.
  • Engaged with clients to answer questions about claims and services offered.
  • Participated in training sessions to learn about insurance products and regulations.
  • Educated customers on the importance of maintaining adequate insurance coverage.
  • Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
  • Responded to customer inquiries and problems to promote great service.
  • Provided customers with information regarding plan features, pricing, and availability.
  • Maintained accurate records of all insurance transactions using computer software systems.
  • Developed relationships with new clients through cold calling and referrals from existing customers.
  • Assessed customer risk levels and recommended appropriate coverage options.

Insurance Agent

Next Level Insurance Solutions LLC
Woodbridge, VA
01.2016 - 11.2023
  • Assisted clients in understanding insurance policies and coverage options.
  • Interviewed prospective clients to obtain data about financial resources and needs.
  • Sought out new clients and developed clientele by networking to find new customers.
  • Scheduled meetings with prospective clients to discuss available products and services.
  • Advised customers on the best ways to minimize risks associated with their assets.

Education

High School Diploma -

Parkview Highschool
Sterling
06-2005

Skills

  • Insurance policy analysis
  • Client relationship management
  • Risk assessment
  • Market research
  • Claims processing
  • Customer service

Languages

Spanish
Native/ Bilingual
English
Native/ Bilingual

Certification

  • P&C License
  • Life/Health License

Timeline

Insurance Agent

J&A Consultants LLC
11.2023 - Current

Insurance Agent

Next Level Insurance Solutions LLC
01.2016 - 11.2023

High School Diploma -

Parkview Highschool

Similar Profiles

CREATE PROFILE
Vanessa Fuentes