Professional Licensed Agent, Customer Service and Operations, Leadership and Analytical
Philadelphia,USA
Summary
Licensed Health Insurance Agent specializing in Medicare Advantage, with 4+ years of remote customer service experience supporting members in W‑2 and 1099 environments. Proven ability to educate beneficiaries on complex benefits, maintain strict CMS compliance, and exceed performance metrics. Skilled in needs assessments, multi‑state member support, and delivering empathetic, accurate guidance in high‑volume Medicare operations.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent & Customer Service
ResultsCX – Keystone VIP Choice, AmeriHealth VIP
Philadelphia, USA
08.2024 - 02.2026
Achieved a 30% Medicare Advantage enrollment conversion rate during AEP/OEP, exceeding team benchmarks.
Delivered high‑volume call support, providing empathetic, accurate responses to member inquiries.
Educated members on hospital care, specialist access, zero‑copay benefits, transportation, and supplemental services.
Performed needs assessments and plan comparisons using Cavulus, Medicaid state systems, and the Medicare CMS Portal.
Managed a 120‑member portfolio across PA, DE, SC, NC, and FL using multi‑state licensing.
Maintained excellent compliance and quality scores, adhering to CMS and company policy.
Handled objections and rebuttals with professionalism and clarity.
Conducted outreach and follow‑ups to enhance engagement and satisfaction.
Resolved 88% of member issues on first contact, reducing escalations.
Completed 50+ outbound follow‑ups weekly to improve member satisfaction and retention.
Supported Medicare Advantage enrollment and retention in an employee capacity, meeting all employer‑set KPIs.
Collaborated with clinical, transportation, and care‑coordination teams to resolve member issues within CMS‑regulated timelines.
Licensed Insurance Agent
Harrison Zipkin Insurance Agency
Lansdowne, USA
02.2024 - 07.2024
Ensured full compliance with state regulations and carrier guidelines while supporting long‑term client stability.
Completed training in Medicare Advantage, life insurance, critical illness, and retirement protection plans.
Obtained multiple state licenses through accelerated coursework and examinations.
Certified Bartender, Server
The Human Good
Philadelphia, USA
06.2023 - 01.2024
Prepared and served beverages; maintained bar cleanliness and organization.
Managed closing procedures, cash handling, and POS training with zero variance.
Supported restaurant operations during peak periods.
Server / Bartender
Brulee Catering
Philadelphia, USA
04.2023 - 10.2023
Executed high‑profile events at Constitution Center and Independence Hall.
Engaged with VIP guests including judges, attorneys, and CEOs.
Delivered morning, afternoon, and evening service to enhance guest experience.
Maintained vehicle cleanliness and navigated efficiently under pressure.
Server / Bartender / Customer Service
Jeffrey Miller Catering
Philadelphia, USA
06.2022 - 01.2023
Coordinated communication between event managers and staff to ensure timely service.
Prepared and organized food, supplies, and equipment for events.
Delivered excellent customer service and answered guest questions.
Leveraged customer‑facing experience to strengthen Medicare member rapport, empathy, and needs‑based communication.
Prep Cook, Server, Event Helper
Instawork
Philadelphia, USA
05.2021 - 12.2022
Prepared ingredients, assisted chefs, and supported banquet service.
Maintained accurate registers and stocked merchandise.
Server / Event Customer Service
12th Street Catering
Philadelphia, USA
06.2021 - 05.2022
Provided customer service during high‑volume events.
Set up décor, coordinated schedules, and maintained cleanliness and safety standards.
Financial Advisor and Researcher
Brandywine Investments/Private Investors
Remote, USA
03.2014 - 12.2020
Conducted market research across emerging tech, healthcare, and cryptocurrency, contributing to $7.5M in profits over five years.
Supported executive decision‑making through financial planning and market analysis.
Analyzed trends in emerging tech, healthcare innovations, and crypto markets to identify high-growth opportunities, resulting in optimized portfolio performance.
Developed investment strategies focused on risk mitigation and high returns, contributing to substantial firm profitability.
Collaborated on financial planning and decision-making, applying business development and market analysis expertise to enhance client outcomes.
CEO & Co-founder
Allele Genomics
Los Angeles, California
10.2015 - 10.2017
Led development of patent‑pending genomics technology, overseeing front‑end and back‑end product architecture.
Directed business strategy, legal documentation, and investor materials.
Implemented remote customer service through website chat
Won the California Innovation Award, received media recognition, and secured office space from Hub101.
Managed marketing and product launch efforts, including website creation and promotional campaigns.
Translated complex information into clear guidance — a skill directly applicable to Medicare beneficiary education.
Education
HubSpot Startup School -
Allele Genomics
Thousand Oaks, CA
01-2017
Master's Course - Business, Branding, Marketing
Harvard University
Boston, MA
01-2016
Bachelor of Arts - English
University of British Columbia & Temple University
Philadelphia, PA
01-2013
Skills
Medicare Advantage Enrollment
Needs Assessment & Plan Matching
CMS Compliance & QA Excellence
High‑Volume Call Center Operations
Benefits Education & Objection Handling
Multi‑State Licensing (PA, FL, SC, NC, DE)
Client Relationship Management
Customer Engagement & Retention
CRM, Cavulus, Medicaid Systems, CMS Portal
Clear Communication & Documentation
Medicare Member Support
W‑2 Call Center Compliance
Certification
Licensed Health Insurance Agent specializing in Medicare Advantage, Life, and Health insurance
Licensed in Pennsylvania, Florida, South Carolina, North Carolina, and Delaware
AHIP Certification (Medicare Compliance)
Medicare Advantage Carrier Certifications: AmeriHealth, Keystone VIP Choice, First Choice VIP Care
HIPAA Certification
Professional Certified Caretaker
Certified Professional Bartender (High-volume service & event operations)
Managerial Reviews of Work Quality Available with Scoring
HubSpot 101 Inbound Marketing
References
References available upon request.
Accomplishments
Top Performer Award - 2025
Best Startup - 2017
Graduate Fellowship Award - 2015
Top 1% of College Graduates - 2013
Timeline
Licensed Insurance Agent & Customer Service
ResultsCX – Keystone VIP Choice, AmeriHealth VIP
08.2024 - 02.2026
Licensed Insurance Agent
Harrison Zipkin Insurance Agency
02.2024 - 07.2024
Certified Bartender, Server
The Human Good
06.2023 - 01.2024
Server / Bartender
Brulee Catering
04.2023 - 10.2023
Server / Bartender / Customer Service
Jeffrey Miller Catering
06.2022 - 01.2023
5-Star Driver
Uber
09.2021 - 04.2023
Server / Event Customer Service
12th Street Catering
06.2021 - 05.2022
Prep Cook, Server, Event Helper
Instawork
05.2021 - 12.2022
CEO & Co-founder
Allele Genomics
10.2015 - 10.2017
Financial Advisor and Researcher
Brandywine Investments/Private Investors
03.2014 - 12.2020
HubSpot Startup School -
Allele Genomics
Master's Course - Business, Branding, Marketing
Harvard University
Bachelor of Arts - English
University of British Columbia & Temple University