Natalie A. Brown
Vancouver,WA
Summary
Licensed Health Insurance Agent with seven successful Medicare Annual Enrollment seasons specializing in Medicare Advantage, Medigap (Supplemental), and Prescription Drug Plans (PDP). Proven track record of exceeding sales and enrollment targets through strategic consultative selling, rapport-driven outreach, and efficient pipeline management across diverse member populations. Highly skilled in CMS compliance, needs-based assessment, benefits comparison, and delivering accurate, ethical guidance that empowers seniors to make informed healthcare decisions. Recognized for exceptional service quality, retention rates, and the ability to navigate complex regulatory, carrier, and broker-portal environments while maintaining meticulous documentation and adherence to federal standards.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Licensed Health Insurance Agent (Remote)
TZ Insurance
Fort Lee, New Jersey
07.2024 - 08.2025
- Ranked in the top 10% of Medicare sales agents nationwide, advising beneficiaries on plan options across Anthem, Humana, and Cigna, while consistently surpassing monthly enrollment targets.
- Conducted needs-based Medicare consultations for seniors and eligible clients, accurately interpreting plan benefits, cost structures, and eligibility rules to ensure informed coverage decisions.
- Maintained full compliance with CMS and state regulatory standards, documenting all disclosures, call recordings, and enrollment actions to uphold audit-ready accuracy.
- Built a high-retention client pipeline through proactive follow-up, exceptional customer service, and year-round support, contributing to repeat enrollments and referral growth.
Licensed Health Insurance Agent (Remote)
Ignitist Inc.
Harleysville, Pennsylvania
03.2024 - 05.2024
- Educated Medicare-eligible individuals on Dual Special Needs Plans (DSNP) and Medicare Advantage options, ensuring plan suitability based on medical, financial, and eligibility requirements.
- Achieved high enrollment conversion rates through consultative sales strategies, compliant scripting, and personalized plan recommendations across inbound and outbound campaigns.
- Navigated complex CMS compliance standards, maintaining accurate documentation, adherence to regulatory guidelines, and quality assurance metrics across enrollment workflows.
- Leveraged CRM and carrier platforms to manage leads, track applications, and maintain follow-up pipelines, resulting in improved client retention and optimized sales performance.
Licensed Health Insurance Agent (Remote)
eHealth
Santa Clara, California
03.2023 - 03.2024
- Provided compliant Medicare, Medicare Advantage, DSNP, and Medigap plan consultations via inbound calls, educating beneficiaries on CMS rules, eligibility requirements, and coverage options with accuracy and consistency.
- Conducted detailed needs assessments based on medical history, prescription usage, and financial considerations to match customers with the most appropriate, cost-effective plans.
- Consistently met and exceeded sales, enrollment, and quality performance metrics by converting qualified leads into active policyholders, while maintaining high compliance standards.
- Delivered clear, compassionate guidance to seniors and Medicare-eligible individuals, ensuring informed decisions, and improving overall customer experience and plan comprehension.
Medical Equipment Technician (CSR)
Lincare Holdings
Klamath Falls, Oregon
09.2022 - 05.2023
- Delivered, installed, and calibrated respiratory and durable medical equipment—including oxygen concentrators, CPAP/BiPAP devices, and ventilators—ensuring full patient compliance, and safety during home setup.
- Educated patients and caregivers on proper equipment operation, maintenance, and troubleshooting, improving usage outcomes, and reducing return-call support needs.
- Performed routine preventative maintenance, documentation, repairs, and sanitation procedures in accordance with FDA guidelines and company compliance standards.
- Coordinated with clinicians, logistics teams, and insurance providers to verify prescriptions, maintain accurate service records, and ensure timely delivery and reporting.
Inside Sales Associate (CSR Professional)
Regence Blue Cross of Oregon
Portland, Oregon
09.2021 - 04.2022
- Delivered high-volume inbound support to members and prospects, providing accurate plan information, resolving service issues, and maintaining a customer satisfaction rating consistently above performance benchmarks.
- Educated customers on coverage benefits, eligibility, enrollment, and policy changes, reducing call transfers, and improving first-call resolution by offering clear, compliant guidance.
- Utilized CRM and proprietary systems to document interactions, process plan updates, and manage account records with a high degree of accuracy and HIPAA compliance.
- Collaborated with cross-functional teams—including Enrollment, Claims, and Provider Services—to expedite issue resolution and streamline communication, improving turnaround on member inquiries.
Education
High School Diploma -
St. Helens High School
Saint Helens, OR06-1994
Skills
- Medicare Sales & Expertise
- Industry Regulatory Compliance (HIPAA/ICD-10)
- Advanced Insurance Verification & Pre-Authorization
- Sales Pipeline Management & Cold Calling
- Electronic Records & CRM Proficiency (Epic/EMR)
- Consultative Customer Service
- Time Management & Goal Attainment
- Medical Billing & Claims Knowledge
- Clerical & Office Management Support
- Focus on Accuracy & Detail
Certification
• WA State Health Insurance License — License #1315293
• National Producer Number (NPN): 20743626
• AHIP Medicare Certification (2026)
• FFM ACA Marketplace Certification (2026)
• Licensed to Sell Health Insurance in 30+ States
• National Producer Number (NPN): 20743626
• AHIP Medicare Certification (2026)
• FFM ACA Marketplace Certification (2026)
• Licensed to Sell Health Insurance in 30+ States
Timeline
Licensed Health Insurance Agent (Remote)
TZ Insurance
07.2024 - 08.2025
Licensed Health Insurance Agent (Remote)
Ignitist Inc.
03.2024 - 05.2024
Licensed Health Insurance Agent (Remote)
eHealth
03.2023 - 03.2024
Medical Equipment Technician (CSR)
Lincare Holdings
09.2022 - 05.2023
Inside Sales Associate (CSR Professional)
Regence Blue Cross of Oregon
09.2021 - 04.2022
High School Diploma -
St. Helens High School