Summary
Overview
Work History
Education
Skills
Timeline
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Caleb Sullivan

Tampa

Summary


Insurance professional with extensive expertise in providing tailored coverage solutions to diverse clientele. Proven track record in risk assessment and policy customization, ensuring clients receive best possible protection. Known for strong collaboration skills and commitment to achieving results in dynamic environment.

Overview

3
3
years of professional experience

Work History

Certified Insurance Consultant

JB Partners
01.2024 - Current
  • Established lasting relationships with key industry partners, including brokers, carriers, and service providers to better serve client needs.
  • Provided exceptional customer service during the claims process by guiding clients through each step and advocating on their behalf when needed.
  • Evaluated competitor offerings by researching market trends to inform targeted sales pitches that highlighted unique value propositions of available policies.
  • Improved operational efficiency within the agency by streamlining workflows, automating tasks, and leveraging technology where appropriate.
  • Submitted over 5 million dollars in life insurance to multiple different carriers including Fidelity and Guaranty, Americo, and Mutual of Omaha.

Sales Representative

Patient-Centered Medical Services
01.2022 - 01.2024
  • Consulted with front office staff to in scheduling optimal times for presentations
  • Conducted research on potential prospects and the type of treatment each administered
  • Prompted doctors and medical staff to elaborate on current treatment methods as well as complications with current equipment
  • Presented options to wide range of medical doctors including cardiologist, internist, orthopedics, and dermatologist

Education

Bachelor of Science - Kinesiology

The University of Alabama
Tuscaloosa, AL
12-2021

Skills

  • Licensed insurance agent
  • Networking and relationship building
  • Policy analysis
  • Underwriting principles
  • Presenting
  • Time management
  • Problem-solving abilities
  • Quotes and sales
  • Client needs analysis

Timeline

Certified Insurance Consultant

JB Partners
01.2024 - Current

Sales Representative

Patient-Centered Medical Services
01.2022 - 01.2024

Bachelor of Science - Kinesiology

The University of Alabama

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Caleb Sullivan