Alex Thompson
Philadelphia,PA
Summary
Professional with comprehensive experience and readiness for role. Known for strong focus on team collaboration and achieving results. Adaptable and reliable, supporting colleagues effectively and responding to changing needs. Skilled in communication, problem-solving, and client relations. Recognized for integrity, determination, and results-driven approach.
Overview
9
9
years of professional experience
3
3
Certification
4
4
Licenses
5
5
States
Work History
Licensed Medicare Advantage VIP Care Health Insurance Agent
ResultsCX
06.2024 - Current
- Achieved 76-100% success rate in converting eligible calls to enrollments, consistently meeting or exceeding sales targets and contributing to top performance rankings among peers.
- Obtained top quality review and compliance scores, ensuring full adherence to CMS regulations, company policies, and ethical standards in all client interactions.
- Educated clients on various health insurance options to match individual needs.
- Assisted customers in navigating policy selection and enrollment processes effectively.
- Promoted internally based on exceptional performance, demonstrating expertise in Medicare Advantage plans and commitment to delivering high-quality member experiences.
- Educated clients on Medicare Advantage benefits, coverage options, and plan details, helping seniors and eligible individuals navigate complex healthcare choices.
- Conducted thorough needs assessments and plan comparisons to recommend the most appropriate insurance options based on client health, budget, and preferences.
- Assisted with enrollment processes, plan transitions, and ongoing support, handling inbound/outbound calls in a fast-paced contact center environment.
- Provided personalized consultations to improve client satisfaction and retention, contributing to improved CMS Star Ratings for partnered health plans.
- Increased Medicare Advantage enrollments into Delaware through targeted client outreach and relationship-building strategies across multiple states.
- Maintained a 95% client retention rate by delivering exceptional follow-up support and proactive plan reviews.
- Organized educational seminars on Medicare options, resulting in a 20% uptick in new client acquisitions.
- Handled a diverse portfolio of 150+ clients, specializing in multi-state licensing to provide seamless service in Pennsylvania, Delaware, South Carolina, North Carolina, and Florida.
- Exceeded quarterly sales goals by an average of 15%, generating significant revenue growth for the company.
Financial Advisor and Researcher
Brandywine Investments
01.2020 - 12.2025
- Provided strategic financial advice and conducted in-depth market research for the ex-CEO (grandfather), leading to $7.5 million in profits over 5 years through targeted investments in emerging technologies, healthcare sectors, and cryptocurrency.
- 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 processes, leveraging expertise in business development and market analysis.\
- Developed customized financial plans based on client goals and risk tolerance.
- Analyzed market trends to provide informed investment recommendations.
Licensed Insurance Agent
Harrison Zipkin Insurance Agency
01.2023 - 05.2024
- Obtained health insurance licenses in multiple states through successful completion of required pre-licensing courses, exams, and continuing education requirements.
- Completed comprehensive training programs on insurance products, including Medicare Advantage, life insurance, critical illness, and retirement protection plans.
- Assisted clients with needs analysis, policy recommendations, and enrollment in suitable health and supplemental insurance plans.
- Ensured compliance with state regulations and carrier guidelines while building client relationships focused on long-term financial and health security.
- Contributed to agency growth by providing personalized insurance consultations and supporting sales initiatives.
- Developed customized insurance solutions tailored to client needs and preferences.
Certified Caretaker, Bartender, Server, Events
Private Clients, Restaurants, Venues
12.2011 - 03.2020
- Performed home management tasks including dusting, sweeping, mopping, laundry, cleaning appointed rooms, shopping, and running errands.
- Prepared daily meals, snacks, and provided fluids.
- Created and maintained an atmosphere of warmth, personal interest, and positivity.
- Provided compassionate care and support to clients in daily living activities.
- Maintained safe and clean environments through regular sanitation practices and organization.
- Crafted and served beverages with precision, ensuring customer satisfaction and repeat business.
- Efficiently opened or closed the bar according to established procedures, ensuring preparedness for each shift.
- Provided attentive service during high-volume periods without sacrificing attention to detail or guest rapport.
CEO & Co-founder
Allele Genomics
10.2015 - 10.2017
- Worked with Cornell's leading genomics expert and personalized medicine doctors to research and formulate treatments.
- Recognized market opportunities, formed and orchestrated the team, hiring and managing six individuals with angel investors and mentors.
- Led product development, including front-end and back-end management, proprietary algorithms, and patent-pending technology.
- Performed direct marketing and promotion, launching a new website and app; publicized methylated forms of vitamins and bioavailable forms of supplements.
- Provided financial estimates and presented to angel investors; created business plans and legal documents.
- Won California Innovation Award, featured in newspaper, and won free office space from Hub101 with other companies.
- Directed cross-functional teams to achieve operational excellence and innovation in product offerings.
- Spearheaded strategic initiatives to enhance genomic research and development capabilities.
- Was offered a million dollar investment deal by angel investors, however the co-founder wanted to sell. Sold company for $150,000 (10x return on investment) and divided profit fairly amongst co-founders and investors.
Healthcare Content Writer
Trinity Insight
06.2013 - 01.2015
- Utilized exceptional writing techniques to create engaging and clear content, mostly for doctors and healthcare companies like Fall Alert for seniors and chronically ill people.
- Wrote and edited content for high-quality websites.
- Wrote for a variety of clients, matching tone and voice.
- Edited webpages to increase customer engagement and drive traffic; communicated with project managers and CEO.
- Increased SEO scores using SEMRush and Google Analytics.
- Published healthcare articles online.
- Developed engaging content strategies aligned with client goals and brand voice.
- Conducted thorough research to ensure accuracy and relevance of written materials.
Education
Master’s Course - Business, Branding, Marketing
Harvard University
Boston01.2016
Bachelor of Arts - English, minor in Business
University of British Columbia & Temple University
Vancouver, BC, and Philadelphia01.2013
Skills
- Medicare Advantage expertise, including plan comparisons, enrollment, and compliance
- Insurance sales and customer needs assessment
- Financial advising, investment research, and market analysis in tech, healthcare, and cryptocurrency
- Genomics research and personalized medicine
- Bioavailable forms and detoxification pathways
- Startups, business development, and financial planning
- Content writing, SEO, and digital marketing
- Customer service and caregiving for seniors/chronically ill
Certification
- Licensed Health Insurance Agent (Medicare Advantage, Life, and Health focus) in multiple states, including Pennsylvania, Florida, South Carolina, North Carolina, Delaware.
- Professional Certified Caretaker. Had Professional Bartending Certification as well.
LANGUAGES
Fluent in English
Proficient in Spanish
PROFESSIONAL EDUCATION
- Tech Startup School — California Lutheran University
- Graduated top of startup school class, with Allele Genomics featured.
AWARDS
Presidential Scholarship from University of British Columbia., Dean’s List for three straight years at Temple University., Anselm Hollo Fellowship from Jack Kerouac School., Innovation Awards for Allele Genomics patent-pending technology and startup., Phi Beta Kappa for top 1% of national college graduates.
Timeline
Licensed Medicare Advantage VIP Care Health Insurance Agent
ResultsCX
06.2024 - Current
Licensed Insurance Agent
Harrison Zipkin Insurance Agency
01.2023 - 05.2024
Financial Advisor and Researcher
Brandywine Investments
01.2020 - 12.2025
CEO & Co-founder
Allele Genomics
10.2015 - 10.2017
Healthcare Content Writer
Trinity Insight
06.2013 - 01.2015
Certified Caretaker, Bartender, Server, Events
Private Clients, Restaurants, Venues
12.2011 - 03.2020
Master’s Course - Business, Branding, Marketing
Harvard University
Bachelor of Arts - English, minor in Business
University of British Columbia & Temple University