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
Sterling06-2005
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
Zachary KnowltonZachary Knowlton
Paid Intern at Heritage Consultants, LLCPaid Intern at Heritage Consultants, LLC
ALEX FITZGERALDALEX FITZGERALD
Senior National Account Manager at National Produce Consultants, LLC | A division of FoodbuySenior National Account Manager at National Produce Consultants, LLC | A division of Foodbuy
Jacob PaulsenJacob Paulsen
Controls Engineer at Energy Management Consultants, LLCControls Engineer at Energy Management Consultants, LLC
Sylvia Ampofo AnsahSylvia Ampofo Ansah
Information Security Analyst at KBR INC.Information Security Analyst at KBR INC.
ANALAURA MCCLOSKEYANALAURA MCCLOSKEY
BENEFIT PROGRAM SPECIALIST II at DEPARTMENT OF SOCIAL SERVICESBENEFIT PROGRAM SPECIALIST II at DEPARTMENT OF SOCIAL SERVICES