Detail-oriented healthcare professional with 5+ years of Medicare operations and claims support experience. SME in eligibility reconciliation, discrepancy resolution, CRM data validation, and Excel reporting.
Overview
7
7
years of professional experience
Work History
Senior Medicare Broker / Operations SME
Gallagher
Denver, Colorado
08.2025 - Current
Provide ongoing client portfolio management for Medicare Advantage and PDP plans
Act as senior-level SME for escalated issues involving claims status, premiums, formularies, and pharmacy networks
Identify and reconcile eligibility and benefit discrepancies using CRM and Excel reports
Coordinate corrective actions with carrier operations to ensure accurate downstream claims outcomes
Support AEP quality assurance efforts and CMS-compliant documentation
Senior Medicare Broker
Gohealth LLC
Denver, Colorado
03.2024 - 07.2025
Managed high-volume enrollments and servicing for Medicare Advantage and Part D products
Conducted pharmacy network and formulary verification for accurate benefit explanations
Investigated and escalated discrepancies affecting coverage and claims
Utilized CRM systems and Excel to validate member data and implement corrections
Achieved 95%+ resolution of complex eligibility issues within required timelines
Medicare Insurance Agent / Account Coordinator
Health Insurance Associates
Centennial, Colorado
07.2023 - 01.2024
Managed Medicare enrollments and post-sale servicing through carrier portals
Processed eligibility and benefit change requests
Identified and escalated coverage discrepancies for resolution
Maintained CMS-compliant documentation
Senior Medicare Broker
GoHealth LLC
Minneapolis, Minnesota
05.2021 - 10.2022
Supported operational pilots analyzing client portfolios and retention
Investigated enrollment and pharmacy-access concerns requiring carrier coordination
Validated eligibility documentation prior to AEP
Achieved 80%+ client retention through compliant execution
Insurance Specialist
State Farm Insurance Inc
Minneapolis, Minnesota
10.2020 - 03.2021
Managed policy updates, claims inquiries, and coverage corrections
Used structured Excel data to verify pricing and documentation accuracy
Collaborated with underwriting and claims teams to streamline operations
Clinic & Pharmacy Operations Intern
Martin Engineering
Neponset, Illinois
06.2019 - 08.2019
Facilitated implementation and workflow processes for employer-sponsored on-site clinic pharmacy.
Collaborated with licensed pharmacist to establish intake and inventory procedures.
Supported medication access aligned with employer benefit structures.
Resolved employee eligibility and access discrepancies effectively.
Engaged clinical and administrative stakeholders to enhance operational efficiency.
Acquired knowledge of self-funded employer healthcare and pharmacy economics.