Summary
Overview
Work History
Education
Skills
Certification
References
Accomplishments
Timeline
Generic
Alex Thompson

Alex Thompson

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.

5-Star Driver

Uber
Philadelphia, USA
09.2021 - 04.2023
  • Delivered exceptional service, achieving 2000+ 5‑star rides.
  • 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
Alex ThompsonProfessional Licensed Agent, Customer Service and Operations, Leadership and Analytical