Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Caitlin Pavlik

Newbern,TN

Summary

Dynamic insurance professional with demonstrated expertise in policy development, underwriting coordination, and comprehensive risk assessment. Highly skilled in cultivating long-term client relationships and delivering customized insurance solutions aligned with individual and family financial protection goals. Proven ability to apply advanced sales strategies and strategic networking to drive growth, retention, and customer satisfaction.

Brings strong analytical and problem-solving capabilities, coupled with a proactive and self-directed approach to learning and executing new initiatives. Recognized for adaptability, creativity, and a disciplined, results-driven mindset in fast-paced environments. Committed to adding measurable value, supporting organizational objectives, and contributing to sustained operational and financial success.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Medicare Insurance Agent

United Healthcare- Everise
08.2025 - 12.2025
  • Assisted clients in understanding Medicare plan options and enrollment processes.
  • Conducted comprehensive needs assessments to tailor insurance solutions for diverse client profiles.
  • Educated clients on benefits, coverage limitations, and potential costs associated with Medicare plans.
  • Developed and maintained strong relationships with clients to ensure ongoing satisfaction and retention.
  • Processed enrollment applications efficiently to ensure timely processing and compliance with institutional policies.

Insurance Agent

Independant
11.2024 - 03.2025

I help families protect their Lives and Legacy by providing excellent coverage. Working with over 50 insurance companies, I can offer a variety of services, including Life Insurance, Health Insurance, Disability and Critical Illness, Mortgage Protection, Final Expense, Debt-Free Life, Property Casualty, Retirement/401k, and Trust and legacy.

  • Respond to customer calls swiftly to resolve issues and answer questions.
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Developed tailored insurance solutions to meet client needs and enhance satisfaction.
  • Developed comprehensive insurance plans tailored to client needs.
  • Conducted thorough policy reviews to ensure compliance and accuracy.

QC Inspector

Builders FirstSource
02.2021 - 10.2024

The Quality Control Inspector's duties were to inspect finished products, check emergency lights and fire extinguishers, inspect all extension cords, equipment, and lumber.

  • Conducted thorough inspections of materials and products for quality compliance
  • Utilized measurement tools to assess product dimensions and specifications
  • Documented inspection results and maintained accurate quality records
  • Collaborated with production teams to resolve quality issues promptly
  • Trained new inspectors on quality control procedures and best practices
  • Conducted final inspections on completed products prior to shipment, ensuring customer satisfaction with delivered goods.

Education

High School Diploma -

Southwest High School
Green Bay, WI
06-2009

Certificate-License - Life, Health, And Accident Insurance

Xcel Learning Solutions
01-2025

Expected To Graduate- January 2026 - Property And Casualty Insurance

Kaplan Financial Education
01-2026

Skills

  • Customer service
  • Licensed insurance agent
  • Lead generation
  • Networking skills
  • Client relations
  • Life insurance
  • Health insurance
  • Policy writing
  • Proficient computer skills

Certification

  • Life, Health and Accident Insurance License - TN, WI, MI, MO, OH, VA, SC Department of Insurance.
  • NPN # 21445020
  • Anti-Money Laundering. American-Amicable. 01-22-2025

Timeline

Medicare Insurance Agent

United Healthcare- Everise
08.2025 - 12.2025

Insurance Agent

Independant
11.2024 - 03.2025

QC Inspector

Builders FirstSource
02.2021 - 10.2024

High School Diploma -

Southwest High School

Certificate-License - Life, Health, And Accident Insurance

Xcel Learning Solutions

Expected To Graduate- January 2026 - Property And Casualty Insurance

Kaplan Financial Education
Caitlin Pavlik