Professional Summary

Licensed Medicare producer in all 50 states with a track record of high-volume enrollments and top-tier customer experience. Consistently lifts lead-to-enroll conversion and retention through disciplined follow-ups, objection handling, and CRM rigor. Currently an Assistant Manager coaching reps, optimizing call flows, and driving AEP results. Pursuing a Bachelor of Science in Computer Science with a focus on developing AI-powered mobile applications and CRM automation systems.

Work Experience

Assistant Manager & Licensed Medicare Agent

Disability Planners | Draper, UT | July 2025 - Present

  • Supervised daily operations to ensure compliance with company policies and procedures
  • Developed training programs to enhance staff skills and improve overall team performance
  • Implemented process improvements that streamlined workflow and increased operational efficiency
  • Analyzed sales data to identify trends and adjust strategies for maximizing revenue growth
  • Coached representatives and optimized call flows to drive AEP results

Medicare Agent

Disability Planners | Murray, UT | January 2023 - June 2025

  • Developed personalized service plans for clients to enhance their access to disability benefits
  • Collaborated with healthcare providers to gather essential documentation and streamline claims processing
  • Educated clients on eligibility requirements, ensuring informed decision-making regarding benefits
  • Managed enrollment for 1,000+ clients, optimizing the process for efficiency
  • Resolved concerns, boosting satisfaction for a diverse client base
  • Strengthened team collaboration and client relationships, enhancing workplace and customer loyalty

Research Assistant

Disability Planners | Murray, UT | February 2023 - December 2023

  • Conducted research to support client benefit applications and claims processing
  • Assisted in gathering and organizing essential documentation for disability claims

Front End Manager

Daylight Donuts | Pleasant Grove, UT | October 2022 - January 2023

  • Led daily operations to ensure efficient front-end service delivery
  • Mentored team members, enhancing customer engagement and service quality
  • Trained staff on product knowledge and customer interaction techniques for improved sales outcomes

Full Time Volunteer Missionary

The Church of Jesus Christ of Latter-day Saints | October 2020 - October 2022

  • Dedicated 12+ hour days to missionary work, demonstrating exceptional commitment and perseverance
  • Led and supported dozens of missionaries, fostering teamwork and accountability in new environments
  • Devised innovative outreach strategies, effectively engaging with disinterested communities with success

Front End Representative

Daylight Donuts | Pleasant Grove, UT | February 2015 - October 2020

  • Efficiently served 100+ customers daily, reducing wait times and expediting line flow
  • Resolved customer issues, turning dissatisfaction into positive service experiences
  • Maintained store cleanliness, ensuring a welcoming environment for patrons

Education

Bachelor of Science: Computer Science

Western Governors University | Salt Lake City, UT | Expected March 2026

  • Focused on computer systems, business management, and data analysis
  • Developed AI-powered mobile applications and CRM automation systems
  • Strong emphasis on leadership, process improvement, and applied problem solving

Licenses & Certifications

Active Health & Life Producer Licenses

50 U.S. States | Medicare Advantage, Part D/PDP, Med Supp

  • AHIP Medicare Training: 2025-2026
  • CMS General Compliance & FWA: 2025-2026
  • HIPAA Privacy & Security Training: 2025-2026
  • Carrier Certifications (current): UnitedHealthcare (UHC), Humana, Aetna, Cigna/HealthSpring, Wellcare, SCAN Health Plan, Anthem/BCBS, plus additional carriers

Core Skills

Professional Skills

  • Customer Service
  • Property Management
  • Time Management and Prioritization
  • Money Management
  • Staff Training and Development

Technical & Business Skills

  • CRM Systems & Automation
  • AI-Powered Application Development
  • Data Analysis
  • Process Improvement
  • Sales Analytics & Optimization

Key Achievements

1,000+ Client Enrollments

Successfully managed enrollment for over 1,000 Medicare clients, optimizing processes for efficiency and maintaining high customer satisfaction rates.

AI-Powered Applications

Developed AI-powered mobile applications and CRM automation systems as part of Computer Science studies, focusing on practical business solutions.

Team Leadership & Training

Developed comprehensive training programs and led teams of representatives, improving overall performance and operational efficiency.

Nationwide Licensure

Licensed Medicare Insurance Agent with active Health & Life Producer Licenses in all 50 U.S. states, authorized to market Medicare plans nationwide.

Get In Touch

I'm always open to discussing new opportunities, interesting projects, or just connecting with fellow professionals. Feel free to reach out!

  • Location

    Pleasant Grove, UT
    United States

  • Licensure

    Licensed Medicare Agent
    All 50 U.S. States

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