Caleb Batista
Beaumont,TX
Summary
Results-oriented business owner experienced in assisting families across South Texas with healthcare solutions. Achieved a remarkable $2.3 million in premium over 4 years.
Overview
10
10
years of professional experience
Work History
President of Sales and Marketing
SETX Family Medical Insurance
Beaumont, TX
03.2020 - Current
- Conducted market research to identify potential customers and target markets.
- Generated leads by networking with existing customers, as well as cold calling new prospects.
- Assisted customers in selecting appropriate products for their needs.
- Managed customer relations issues in a timely manner to ensure client retention.
Insurance Broker
Benefit Concepts, Inc.
Corpus Christi, TX
01.2017 - 09.2019
- Maintained accurate records of client information in CRM software system.
- Responded to inquiries and explained product features and service advantages to potential customers.
- Facilitated policy renewals, ensuring clients' coverage needs were continuously met.
Assistant Warehouse Manager
Aerogreen Technologies, LLC.
Beaumont, Texas
02.2015 - 07.2018
- Maintained records of goods received, stored, shipped, or in process.
- Provided training on proper use of equipment and safety protocols.
- Loaded and unloaded trucks with forklift to facilitate the delivery of goods in an efficient manner.
Education
High School Diploma -
West Brook Senior High School
Beaumont, TXSome College (No Degree) - General Studies
Lamar University
Beaumont, TXSkills
- Workflow Management
- Staff Management
- Sales Presentations
- Public speaking and presentations
- Spanish speaking
Languages
English
Native/ Bilingual
Spanish
Professional
Danish
Professional
Timeline
President of Sales and Marketing
SETX Family Medical Insurance
03.2020 - Current
Insurance Broker
Benefit Concepts, Inc.
01.2017 - 09.2019
Assistant Warehouse Manager
Aerogreen Technologies, LLC.
02.2015 - 07.2018
High School Diploma -
West Brook Senior High School
Some College (No Degree) - General Studies
Lamar University
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