Summary
Overview
Work History
Education
Skills
Education And Licenses
Certification
Timeline

Gretchen Wojahn

520 N St SW, S416,DC

Summary

I am a professional and enthusiastic sales and client service leader with a strong initiative and diligent approach to achieving excellence. I demonstrate excellent communication, organizational and prioritization skills with ability to multitask while upholding high quality standards. Talent for identifying customer needs and presenting targeted products and services. Exceptional ability managing clients, projects and schedules, inquiries, and investigations. Proven ability building and maintaining relationships at all levels within the organization. Proven ability resolving customer service and quality issues. Natural leadership ability with respect to identifying growth opportunities, leading teams, meetings, and presentations. Great at reviewing business processes, proposing, planning, and implementing solutions. Demonstrated ability increasing profit margins on new and existing business.

Benefits counseling professional with solid track record of managing comprehensive benefits programs for diverse populations. Consistently improves client understanding and satisfaction through clear communication and tailored advice. Team-oriented with focus on achieving tangible results and ensuring seamless adaptation to dynamic needs. Proficient in benefits analysis and client relationship management.

Overview

24
24
years of professional experience
1
1
Certification

Work History

Benefit Counselor

Metlife
08.2025 - Current
  • Provided expert guidance on employee benefits programs, ensuring compliance with company policies and regulations.
  • Facilitated enrollment processes for various benefit plans, enhancing employee understanding and participation rates.
  • Delivered personalized counseling sessions to employees regarding benefits selection tailored to individual needs.
  • Streamlined communication between departments to improve information flow related to benefits administration.
  • Developed and implemented training materials for new team members, fostering knowledge retention and consistency in service delivery.
  • Answered questions and built interest with friendly and knowledgeable support.
  • Explained advantages and limitations of different benefit programs and policies.

Account Executive, Northeast Region

MetLife Worldwide Benefits
03.2023 - 03.2025
  • Drives revenue and growth. Adept at understanding client needs, creating tailored solutions and delivers exceptional customer service.
  • Develops and executes sales strategies to meet and exceed sales targets.
  • Builds and maintain strong, long-lasting client and broker relationships, resulting in a 96% client retention rate.
  • Utilizes CRM software to track sales activities, manage customer information and forecast sales trends.
  • Conducts market research to identify new business opportunities and stay updated on industry trend.
  • Collaborates with internal tams to ensure seamless delivery of products/services and high client satisfaction.
  • Develops and maintains a strong working relationship with sales managers, brokers, third party administrators and internal functional experts to facilitate high quality service support.
  • Strategy driver and primary contact for key accounts, responsible for renewal negotiation and upselling products and services. Renewed $8,431,422.00 in existing business or 91% persistency. New business sales of $331,582.
  • Develops and implements strategic client plans, focusing on client needs, enterprise capabilities, retention strategies and new business.
  • Cultivated strong client relationships to drive customer satisfaction and retention.
  • Managed sales pipeline using CRM tools to track leads and progress effectively.
  • Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.

Senior Account Manager Mid-Atlantic Region

MetLife Worldwide Benefits
09.2014 - 04.2023
  • Key team member on the largest sale in the history of our organization and assisted with the sale of our largest account in our growing Canada market.
  • Strategy driver and primary contact for key accounts, responsible for renewal negotiation and upselling products and services. Total managed book of business, more than $23M.
  • Developed and implemented strategic client plans, focusing on client needs, capabilities of the enterprise and strategies for retention and new business.
  • Developed, prepared, and conducted client presentations and management briefings. This included training clients and brokers.
  • Facilitated plan design and kept clients aware of regulatory and administrative issues.
  • Coordinated external communications to be received by plan sponsor and participants, including reports, webinars, and client materials.

Manager - Inbound Sales

New York Life
03.2011 - 06.2014
  • Managed, hired, coached and provided career development and evaluation for a staff of 14-28 inbound sales agents.
  • Conducted sales, retention, and soft skills trainings, as a certified instructor for Wilson Learning Inbound Sales Model.
  • Increased sales productivity to meet department goals three consecutive years by assisting with new product development sales agent motivation.
  • Set goals and objectives for both team and individual performance. Designed incentive program and quality metrics for sales agents.
  • Implemented a new sales process resulting in an 20% annual sales increase for three consecutive years.
  • Key team member in configuration, development, and training of new inbound agent desktop to over 200 agents.

Team Leader, Sales

New York Life
12.2007 - 03.2011
  • Top Sales Agent and Team Leader of the highest grossing sales team, with duties to include problem solving and agent motivation.
  • Sales of life insurance and annuity products to AARP members including term, whole life insurance, riders, and Lifetime Annuity products.
  • Provided exemplary customer service to up to one hundred customers daily, answering benefits questions on over 40 different policies offered over the course of thirteen years.

Customer Service Representative

Southwest Airlines
09.2001 - 05.2005
  • Served as the first point of contact to hundreds of customers daily.
  • Problem solving for delayed flights, misrouted baggage, destroyed property and misrouted passengers.
  • Coordination of strict security procedures with Transportation Security Administration and Federal Air Marshals.
  • Coordination with flight crews, operations, and ramp departments to ensure on time departures.
  • Arranged VIP and special needs passengers including the disabled.
  • All aspects of ticket sales to include interfacing with other airlines using extensive computer systems.

Education

International Business

University of Maryland College Park

Accounting

University of Maryland College Park

Skills

  • Salesforcecom
  • MS Word
  • MS Excel
  • MS PowerPoint
  • Developing relationships
  • Networking skills

Education And Licenses

currently active Resident license and reciprocal licenses for all 50 US states and territories., University of Maryland College Park, International Business, University of Maryland College Park, Accounting

Certification

Life and Health resident license

Timeline

Benefit Counselor - Metlife
08.2025 - Current
Account Executive, Northeast Region - MetLife Worldwide Benefits
03.2023 - 03.2025
Senior Account Manager Mid-Atlantic Region - MetLife Worldwide Benefits
09.2014 - 04.2023
Manager - Inbound Sales - New York Life
03.2011 - 06.2014
Team Leader, Sales - New York Life
12.2007 - 03.2011
Customer Service Representative - Southwest Airlines
09.2001 - 05.2005
University of Maryland College Park - , Accounting
University of Maryland College Park - , International Business
Gretchen Wojahn