
Geraldine Fuentes
@geralss
I build client-focused sales and operations workflows across insurance, education, travel, and wellness.
What I'm looking for
I am a Bilingual Operations, Sales and Customer Support Specialist with over 14 years of professional experience in LATAM, including 3+ years dedicated to the US market.
Throughout my career, I have specialized in managing the end-to-end operational lifecycle of accounts, optimizing customer databases within advanced CRM platforms and other tools, and building structured follow-up workflows that boost client acquisition and retention.
As a bilingual professional (Spanish/English), I excel at bridging communication gaps, translating complex information into clear guidance, and delivering high-tier support in fast-paced remote environments. I am deeply committed to operational excellence, data integrity, and driving long-term success for growing teams.
Experience
Work history, roles, and key accomplishments
Insurance Operations & Accounts Specialist
Global Guard Insurance
Mar 2024 - Apr 2026 (2 years 1 month)
Designed and implemented a structured follow-up workflow that increased Spanish-speaking client acquisition and retention. Administered customer databases in multiple CRM platforms and managed the end-to-end operational lifecycle of insurance policies.
Education
Degrees, certifications, and relevant coursework
University College Professor José Lorenzo Pérez Rodríguez
Bachelor's Degree, Tourism
Bachelor's Degree in Tourism from University College Professor José Lorenzo Pérez Rodríguez.
Ricardo Palma University
Certificate, Entrepreneurship
Completed the Opening Pathways Project, focusing on successful tools and strategies for entrepreneurship.
JT Webinar LLC
Certificate, Marketing and Sales
Completed the International Training Course Mentors 10K, focusing on marketing and sales.
Netzun
Course, Sales
Completed a course in Neurosales.
Netzun
Course, Leadership
Completed a course on leading teams in home office mode.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Social media
Job categories
Skills
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