Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Caleb Stacy

Spring,TX

Overview

8
8
years of professional experience
1
1
Certification

Work History

Broker

Coverwallet
08.2018 - Current


  • Streamlined the insurance application process, resulting in faster approvals and increased efficiency.
  • Collaborated with underwriters to negotiate favorable terms for clients, ensuring competitive pricing and comprehensive coverage.
  • Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
  • High volume sales environment, with high daily call volume and working anywhere from 7-10 clients per day to existing pipeline.
  • Performed needs analysis, quoted and bound policies in multiple carrier portals.
  • Experiencing working with a payroll partner to provide workers' compensation and other business insurance for their clients.
  • Experience working General Liability, Workers' Compensation, Commercial Auto and Property Insurances

Telephone Insurance Sales

American Insurance Organization
12.2017 - 08.2018
  • Inbound sales for all commercial lines of insurance//Spoke with customers to determine needs, quote and bind coverage//job duties included: needs analysis, manually quoting direct with commercial insurers in their portals, binding coverage and completing applicable acords/exclsuions, handling all customer requests and endorsements for the first 60 days//Regularly assisting teammates with questions they have during their own sales process.

Health and Benefits Sales Representative

Paychex Insurance Agency
04.2016 - 12.2017
  • Telephone insurance sales with an assigned region of the Midwest//Speak to clients to gain an understanding of their group's insurance needs and then run a customized quote and explain benefits and pricing with aid of excel documents I create//Work with the clients to complete applications and gather other required documents for underwriting//Submit all underwriting as well as Paychex required documentation to install group in the Paychex system//Work extensively to update case in a sales force system, also work extensively in an HRIS System//Resolve all issues that may arise during the underwriting process//Stay up to date on latest developments in healthcare reform as well as know laws and regulations in the states I work in in regard to healthcare.

Education

BS in business administration, with a concentration in management -

The College At Brockport
06.2011

AAS in business administration -

Genesee Community College
05.2009

Skills

Policy Analysis

Underwriting

Phone Acumen

Tech-savvy; proficient at operating multiple software, including Salesforce, Gmail, Outlook, Slack, Talkdesk and DocuSign

Familiar with multiple major carrier portals including:

Travelers, Hartford, Liberty, Guard, Hiscox, Employers, Acuity, Progressive, AmTrust, ETC

Certification

Life, Accident and Health Insurance License.


Personal Lines|Property & Casualty

Accomplishments

  • Experienced Insurance Broker with a background of consistently exceeding monthly quotas.
  • Two time President's Club Recipient
  • 4 years finishing above 120% of annual quota
  • First year with Paychex finished 161% of rookie quota


Timeline

Broker

Coverwallet
08.2018 - Current

Telephone Insurance Sales

American Insurance Organization
12.2017 - 08.2018

Health and Benefits Sales Representative

Paychex Insurance Agency
04.2016 - 12.2017

BS in business administration, with a concentration in management -

The College At Brockport

AAS in business administration -

Genesee Community College

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Caleb Stacy