Strategic leader and Licensed Medicare producer with a track record of
high-volume enrollments and top-tier customer experience. Currently
directing pharmacy operations while continuing to architect AI-powered
CRM solutions and automated operational workflows. Expert in driving
business growth through disciplined process engineering, B2B outreach,
and regulatory compliance. Pursuing a Bachelor of Science in Computer
Science with a focus on developing enterprise-level automation
systems.
Work Experience
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Strategic Integration & Leadership: Spearhead the
post-acquisition integration and daily operations of two newly
acquired pharmacy locations, building a net-new department and
revenue vertical from the ground up.
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B2B Partnerships & Outreach: Direct strategic
outreach initiatives to build and manage long-term partnerships
with clinics, providers, and community stakeholders, driving
patient volume and mutual growth.
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Process Engineering & Tech Implementation:
Architect and implement automated CRM workflows and operational
systems to optimize pharmacy logistics, streamline patient
onboarding, and improve overall service delivery.
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P&L & Regulatory Oversight: Manage department
profitability and business strategy while ensuring all operations
maintain 100% compliance with HIPAA, CMS, and state-level
healthcare regulations.
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Supervised daily operations to ensure compliance with company
policies and procedures
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Developed training programs to enhance staff skills and improve
overall team performance
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Implemented process improvements that streamlined workflow and
increased operational efficiency
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Analyzed sales data to identify trends and adjust strategies for
maximizing revenue growth
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Coached representatives and optimized call flows to drive AEP
results
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Developed personalized service plans for clients to enhance their
access to disability benefits
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Collaborated with healthcare providers to gather essential
documentation and streamline claims processing
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Educated clients on eligibility requirements, ensuring informed
decision-making regarding benefits
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Managed enrollment for 1,000+ clients, optimizing the process for
efficiency
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Resolved concerns, boosting satisfaction for a diverse client base
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Strengthened team collaboration and client relationships,
enhancing workplace and customer loyalty
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Conducted research to support client benefit applications and
claims processing
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Assisted in gathering and organizing essential documentation for
disability claims
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Led daily operations to ensure efficient front-end service
delivery
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Mentored team members, enhancing customer engagement and service
quality
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Trained staff on product knowledge and customer interaction
techniques for improved sales outcomes
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Dedicated 12+ hour days to missionary work, demonstrating
exceptional commitment and perseverance
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Led and supported dozens of missionaries, fostering teamwork and
accountability in new environments
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Devised innovative outreach strategies, effectively engaging with
disinterested communities with success
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Efficiently served 100+ customers daily, reducing wait times and
expediting line flow
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Resolved customer issues, turning dissatisfaction into positive
service experiences
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Maintained store cleanliness, ensuring a welcoming environment for
patrons
Education
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Focused on computer systems, business management, and data
analysis
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Developed AI-powered mobile applications and CRM automation
systems
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Strong emphasis on leadership, process improvement, and applied
problem solving
Licenses & Certifications
- AHIP Medicare Training: 2025-2026
- CMS General Compliance & FWA: 2025-2026
- HIPAA Privacy & Security Training: 2025-2026
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Carrier Certifications (current): UnitedHealthcare (UHC), Humana,
Aetna, Cigna/HealthSpring, Wellcare, SCAN Health Plan,
Anthem/BCBS, plus additional carriers
Core Skills
Professional Skills
- Operations Management
- Profit & Loss (P&L) Management
- Strategic B2B Partnerships
- Healthcare Compliance (HIPAA/CMS)
- Staff Training and Development
- Time Management and Prioritization
Technical & Business Skills
- Pharmacy Operations
- Process Engineering & CRM Implementation
- CRM Systems & Automation
- AI-Powered Application Development
- Data Analysis
- 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!
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Location
Pleasant Grove, UT
United States
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Licensure
Licensed Medicare Agent
All 50 U.S. States
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LinkedIn
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