Calista Joseph
Port Saint Lucie
Summary
Detail-oriented Licensed Life and Health Insurance Agent with experience providing personalized coverage solutions and educating clients on policy options. Skilled in needs analysis, consultative sales, client relationship management, policy enrollment, regulatory compliance, and clear communication. Proven ability to build trust, meet sales goals, and deliver high-quality customer service.
Overview
6
6
years of professional experience
Work History
Health Insurance Agent
American Health Marketplace
Remote
08.2020 - 11.2025
- Educated clients on health insurance plans, including individual, family, Medicare, and employer-sponsored options
- Assessed client needs to recommend appropriate coverage based on budget, medical history, and eligibility
- Assisted clients with enrollment, renewals, and plan changes while ensuring regulatory compliance
- Explained policy details such as premiums, deductibles, copays, and coverage limits in clear terms
- Maintained accurate client records and protected confidential health information
- Stayed current on insurance laws, carrier updates, and market changes to provide accurate guidance
- Resolved client questions and issues related to claims, billing, and coverage
Life Insurance Sales Agent
Advantmed
Remote
06.2019 - 07.2020
- Consulted with clients to assess financial goals and insurance needs
- Explained life insurance products, including term, whole, and universal policies
- Recommended customized coverage solutions to protect families and assets
- Assisted clients with applications, underwriting requirements, and policy issuance
- Built and maintained long-term client relationships through regular follow-ups
- Met or exceeded sales targets through prospecting, referrals, and lead generation
- Maintained compliance with state regulations and company guidelines
- Provided ongoing policy support, including updates, beneficiary changes, and renewals
Education
Some College (No Degree) - Business Management
Indian River College
Ft. Pierce, FLSkills
- Attention to detail
- Time management
- Problem-solving
- Customer service
- Adaptability and flexibility
- Team leadership
- Decision-making
- Organizational skills
- Communication skills
- Analytical thinking
- Steady under pressure
- Leadership qualities
- Oral communication
- Professional demeanor
- Complex problem-solving
- Work planning and prioritization
- Technical troubleshooting
- CRM and ticketing systems
- Workflow and issue tracking
- AI and tech product navigation
- Data accuracy and documentation
- User education and guidance
- Empathy-driven support
- Conflict resolution
- Active listening
- Appointment scheduling
- Telephone reception skills
- Verbal communication proficiency
- Administrative procedures knowledge
- Strategic planning expertise
- Negotiation skills
- Policy analysis capabilities
- Health insurance knowledge
- HIPAA compliance awareness
Accomplishments
Consistently praised by clients for clear explanations of complex insurance policies
Timeline
Health Insurance Agent
American Health Marketplace
08.2020 - 11.2025
Life Insurance Sales Agent
Advantmed
06.2019 - 07.2020
Some College (No Degree) - Business Management
Indian River College