Caleb Thomas
Summary
Licensed Florida Insurance Agent with experience helping clients evaluate health insurance options, understand coverage benefits, and complete compliant policy applications. Strong background in customer service, client relationship building, and administrative operations gained through both insurance and military experience. Recognized for clear communication, attention to detail, and the ability to guide clients through complex information while delivering exceptional service.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Licensed Health Insurance Agent
Health Insurance Associates
Tampa, FL
04.2025 - Current
- Handled 50–70 customer interactions daily while maintaining high customer satisfaction scores.
- Consulted with clients to assess coverage needs and recommend tailored health insurance plans, resulting in improved enrollment and retention outcomes.
- Simplified complex policy information and benefits to help clients make informed coverage decisions.
- Processed insurance applications while ensuring compliance with documentation and regulatory requirements.
- Ranked among the top performers for monthly sales activity.
Licensed Health Insurance Agent
Open Access Insurance
Tampa, FL
12.2023 - 03.2025
- Conducted 150+ client consultations monthly, identifying coverage needs and recommending appropriate insurance solutions.
- Consistently exceeded sales activity goals through proactive client outreach.
- Designed and executed customized insurance plans to align with customer needs and preferences.
- Executed follow-ups to confirm customer satisfaction and reinforce understanding of insurance options.
Telecommunications Technician
The Pinoy Group
Miami, Florida
08.2022 - 11.2023
- Installed and configured telecommunications equipment, enhancing service availability at client sites.
- Conducted routine maintenance on network systems, ensuring optimal performance and reliability.
- Troubleshot connectivity issues, utilizing diagnostic tools to restore service quickly.
Personnel & Administrative Specialist
United States Coast Gaurd
Miami, Florida
12.2017 - 08.2022
- Managed personnel records and administrative documentation to support organizational efficiency.
- Processed travel claims, awards, evaluations, and correspondence to facilitate timely communication and recognition.
- Assisted with onboarding, separations, and benefits administration.
- Maintained confidential records and ensured regulatory compliance to uphold organizational integrity.
- Delivered assistance and support to Coast Guard members and leadership during inquiries.
Education
US Coast Guard Yeoman Training Center
Petaluma, CABayshore Christian School
Tampa, FLSkills
- Customer service
- Application processing
- Needs Analysis
- CRM Software
- Attention to detail
- Insurance Sales
- Client relationship management
- Effective communication
- Objection handling
- Policy Compliance
Certification
- Florida 2-20 Property & Casualty (General Lines) Agent License, Florida Department of Financial Services (Issued 06/2026)
- Florida 2-14 Life (Including Annuities & Variable Contracts) Agent License, Florida Department of Financial Services (Issued 03/2025)
- Florida 2-40 Resident Health Agent License, Florida Department of Financial Services (Issued 12/2023)
Timeline
Licensed Health Insurance Agent
Health Insurance Associates
04.2025 - Current
Licensed Health Insurance Agent
Open Access Insurance
12.2023 - 03.2025
Telecommunications Technician
The Pinoy Group
08.2022 - 11.2023
Personnel & Administrative Specialist
United States Coast Gaurd
12.2017 - 08.2022
US Coast Guard Yeoman Training Center
Bayshore Christian School