Gwen Gregory
West Monroe,LA
Summary
Dedicated and versatile professional with 20+ years of experience spanning healthcare, insurance, financial services, and office administration. Proven track record in supporting sales teams, managing complex schedules, and maintaining compliance documentation with a strong focus on accuracy and organization. Skilled in onboarding, credentialing, training, and benefits coordination, while ensuring full regulatory compliance. Background includes managing operations as a dental practice co-owner, providing client-focused healthcare services, and building a foundation in financial services and insurance. Recognized for adaptability, cross-industry expertise, and the ability to build trusted relationships with clients, producers, and internal teams.
Overview
33
33
years of professional experience
5
5
Certifications
Work History
Associate Medicare Advantage Sales Coordinator
Blue Cross Blue Shield
05.2022 - Current
- Appoint, credential, and maintain records for Medicare Advantage producers across Arkansas, Mississippi, and Louisiana, ensuring compliance with CMS and company requirements.
- Deliver onboarding and training sessions for new producers, covering product knowledge, compliance standards, and sales processes.
- Facilitate background checks, licensing verification, and documentation to enable producers to sell Medicare Advantage plans efficiently.
- Conduct ongoing credentialing audits and compliance checks to support regulatory readiness and minimize risk.
- Manage Medicaid and Low-Income Subsidy (LIS) verification for potential Dual Plus plan members, improving enrollment accuracy and compliance.
- Coordinate producer events, workshops, and continuing education sessions to strengthen engagement, retention, and sales effectiveness.
- Act as primary liaison between sales leadership and producers, providing guidance and support to enhance productivity and compliance adherence.
- Streamline processes for credentialing and training, reducing turnaround times and improving producer satisfaction.
Insurance Agent
Colonial Life Insurance
03.2012 - 10.2014
- Consulted with individuals and businesses to identify life insurance needs and sold them the appropriate coverage.
- Educated clients on benefits, policies, and claims processes to ensure clear understanding and satisfaction.
- Built lasting relationships with clients through prospecting, cold calling, networking, and referral generation.
- Delivered tailored benefits enrollment presentations to small and mid-sized companies, increasing participation rates.
- Maintained compliance with state insurance regulations and company policies while ensuring ethical sales practices.
- Collaborated with underwriters to ensure policy accuracy and completeness.
Office Manager/Co-Owner
Deer Creek Dentistry Clinic
02.2002 - 03.2006
- Directed daily office operations, including scheduling, budgets, and vendor management, to ensure a smooth-running dental practice.
- Managed staff workflows, training, and compliance documentation to maintain patient care and regulatory standards.
- Partnered with the practice owner on financial planning, marketing, and business development initiatives.
Investment Advisor
AG Edwards
02.1997 - 07.2002
- Built and managed a diverse client portfolio, providing tailored investment strategies to meet my client's short- and long-term financial goals.
- Advised clients on stocks, bonds, mutual funds, and retirement planning products, ensuring compliance with regulatory standards.
- Consistently exceeded annual sales targets through proactive client acquisition and relationship management.
- Delivered market analysis and investment recommendations to clients, resulting in strong client retention and satisfaction.
- Collaborated with internal teams and external financial partners to create comprehensive wealth management solutions.
Commodity Broker
Traders Network
02.1993 - 07.1997
- Executed buy/sell orders for commodities futures and options across energy, agriculture, and metals markets.
- Developed and implemented hedging strategies to help clients manage risk exposure and market volatility.
- Maintained up-to-date knowledge of commodity trends, pricing, and market fluctuations to provide timely trade recommendations.
- Negotiated competitive pricing and executed trades with precision to maximize client profitability.
- Built and sustained long-term relationships with institutional and individual clients, driving repeat business and referrals.
Education
Nursing
Louisiana Trch Iniversity
Ruston, LASkills
Office & Business Operations Management (scheduling, budgeting, vendor relations)
Staff Training, Onboarding & Compliance Documentation
Event Planning & Program Coordination (workshops, producer/employee engagement)
Customer Service & Relationship Management
Compliance & Regulatory Adherence (healthcare, insurance, and business operations)
Sales Support & Benefits Coordination
Scheduling, Records Management & Documentation Control
Financial Services Knowledge (investment, insurance, and regulated industries)
Certification
Health, Accident, and Sickness Insurance License, Louisiana Department of Insurance, Expires: 02/2027
Timeline
Associate Medicare Advantage Sales Coordinator
Blue Cross Blue Shield
05.2022 - Current
Insurance Agent
Colonial Life Insurance
03.2012 - 10.2014
Office Manager/Co-Owner
Deer Creek Dentistry Clinic
02.2002 - 03.2006
Investment Advisor
AG Edwards
02.1997 - 07.2002
Commodity Broker
Traders Network
02.1993 - 07.1997
Nursing
Louisiana Trch Iniversity