Vanessa Fuentes
Woodbridge,VA
Overview
10
10
years of professional experience
1
1
Certification
Work History
Insurance Agent
J&A Consultants LLC
Woodbridge, VA
2023.11 - 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
2016.01 - 2023.11
- 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
Sterling2005-06
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
2023.11 - Current
Insurance Agent
Next Level Insurance Solutions LLC
2016.01 - 2023.11
High School Diploma -
Parkview Highschool