Caleb Valdez
Wimberley,TX
Summary
Detail-oriented and analytical professional with experience in insurance operations, focused on reviewing and organizing complex client and business information for underwriting and carrier evaluation. Experienced in interpreting underwriting guidelines and manuals, coordinating policy renewals, and preparing accurate financial and policy documentation. Strong foundation in rule-based risk assessment, data accuracy, and process discipline, with regular exposure to business financial information, asset details, and operational risk characteristics. Actively building knowledge of financials markets and investment concepts, with a goal of transitioning into private equity.
Overview
3
3
years of professional experience
Work History
Assistant to Account Manager
Linn T Hodge & Sons Insurance
05.2024 - 11.2025
- Supported Account Managers in servicing personal and commercial insurance accounts, by coordinating policy renewals, maintaining accurate documentation, and assisting with ongoing client communication.
- Communicated directly with clients and insurance carriers to obtain quotes, bind coverage, and deliver finalized policies and binders.
- Reviewed client-provided personal and business information and supported underwriting by preparing submissions and verifying alignment with carrier guidelines.
- Assisted the accounting team with invoicing, transaction processing, and payment tracking to ensure accurate financial records and payment-related reconciliation.
- Maintained and organized detailed client and policy records, including business revenues, employee counts, asset information, and stated business activities for commercial accounts.
Pest Control Technician
Barefoot Mosquito & Pest Control
05.2023 - 08.2023
- Upheld high standards of professionalism, maintaining a clean appearance, and a courteous demeanor while interacting with clients.
- Prepared reports and kept detailed records of pest control activities on company software.
- Educated and advised customers on preventive measures to reduce pests.
- Strengthened relationships with commercial accounts through attentive service and consistent communication regarding treatment progress.
- Was continually in the top 20% of the Barefoot technician’s efficiency ranking system (reviews, recalls, number of stops completed).
- Provided excellent service, leading to positive online reviews.
Package Handler
Fed Ex Ground
09.2022 - 04.2023
- Followed safety regulations to maintain a safe work environment.
- Improved package handling efficiency by implementing proper sorting and organizing techniques.
- Maintained at least a daily scanning efficiency of 98%, with a 2% miss-scan.
Education
Business
Grand Canyon University
Phoenix, AZ12-2024
Skills
- Data accuracy & documentation management
- Process-driven workflows & compliance awareness
- Client & carrier communication
- Critical thinking & issue identification
- Organization & time management
- Professional written & verbal communication
- Quick to learn
Timeline
Assistant to Account Manager
Linn T Hodge & Sons Insurance
05.2024 - 11.2025
Pest Control Technician
Barefoot Mosquito & Pest Control
05.2023 - 08.2023
Package Handler
Fed Ex Ground
09.2022 - 04.2023
Business
Grand Canyon University