Caleb Healea

About Caleb Healea

I’m not your typical finance student. I’ve built sales teams, knocked doors, studied international business in Austria, and taught myself how to navigate complex insurance quoting systems — all while managing a full academic load. Whether it’s managing a book of business, leading a Capstone team to outperform the cohort, or launching a grassroots marketing campaign, I bring hustle, adaptability, and real-world problem-solving to every challenge. My experience spans insurance, telecom sales, logistics, and strategic project leadership. I’ve learned how to communicate under pressure, build client trust, and drive results with minimal direction. I’m passionate about opportunities that sit at the intersection of finance, strategy, and people, especially in financial management, investment analysis, or operations. If it\'s fast-paced and growth-focused, I’m in.

Experience

1. Insurance Agent

   S. Cohen Insurance

   Mar 2025 — Present · Bellevue, KY, US

   Licensed in Property & Casualty (OH & KY); manage quoting, underwriting, and servicing for personal and small commercial lines.Generate 10+ custom auto quotes per week while balancing client servicing, retention, and cross-sell opportunities.Lead weekly networking efforts and conduct business outreach, community seminars, and door-to-door drop-ins to grow book of business and brand presence.Self-taught policy systems, quoting platforms, and underwriting rules with minimal formal training.Developed and executed multi-channel marketing campaigns, increasing client engagement and generating qualified inbound leads.Serve as key liaison between carriers and clients — translating complex policy language into actionable, client-first advice.

Education

• University of Cincinnati

  Bachelor of Business Administration - BBA, Finance, General

  2025

• Johannes Kepler Universität Linz

  Exchange Semester, International Business