Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Oliver Gwena

Gaithersburg,MD

Summary

Proficient in handling inbound calls from potential clients, addressing their health insurance inquiries, and providing expert guidance. Experienced in actively listening to clients' needs, assessing their requirements, and tailoring insurance solutions accordingly. Skilled in managing high call volumes effectively and ensuring a positive client experience during every interaction. Capable of quickly building rapport with callers and establishing trust to facilitate the insurance decision-making process. Familiar with using customer relationship management (CRM) systems to log calls, document client information, and schedule follow-up communications. Prioritizing client satisfaction by resolving inquiries, concerns, and objections professionally and courteously. Collaborative team player, working closely with colleagues and support staff to streamline the inbound call process and maximize efficiency.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Independent Insurance Sales Agent

04.2024 - Current

Medicare Sales Agent

Trubridge Insurance LLC
06.2023 - 04.2024
  • Sell health insurance products to individuals Under 65 and/or Over 65 consumers in a call center environment
  • Provide the best member and potential member sales experience with a focus on delivering value and exceeding expectations while always focused on the consumer’s needs
  • Present and explain recommended product solutions, including benefits, features, company services, and operation processes, and present alternatives as appropriate
  • Facilitate application process; advise customers of eligibility and follow established procedures to adhere to department and federal guidelines
  • Review and deliver product fulfillment materials to customers
  • Achieve or exceed sales quotas across product lines using acquired product knowledge and selling skills
  • Support both inbound (90%) and outbound calls to Consumer prospects through marketing campaigns

Health Insurance Sales Agent

HIGHMARK HEALTH
05.2022 - 01.2023
  • Enter all data in CRM (Sales, follow ups, applications, and email drip)
  • Visit clients and perform in home presentation and collect all forms needed
  • Scrub all paper work before sending to Insurance Companies
  • Resolving member queries missing claims, plan upgrades, and informing members about the plan guides
  • Helping members find PCP's, medical care and health care services close to them
  • Taking various surveys with members for data collection within the insurance company

Health Insurance Sales Agent

AMERI-HEALTH
07.2021 - 04.2022
  • Responsible for growing Medicare Advantage enrollment volume by targeting Medicare beneficiaries that have dual eligible status (Medicare and Medicaid) while adhering to all mandates set forth in the CMS marketing and compliance guidelines as well as in the company policies and procedures
  • Promote retention and minimize rapid disenrollment by providing accurate, consistent and timely service and follow up
  • Responded to a diverse membership via inbound and outbound phone calls regarding benefit, eligibility or customer issues
  • The same was also happening via email where we responded to customers who would have sent emails seeking clarity and help on particular member issues
  • Logs and records information about customer support interactions by inputting information into company systems and updating information in a timely and accurate manner
  • Effectively managed a high-volume of inbound and outbound customer calls

Health Insurance Sales Agent

SUTHERLAND GLOBAL
05.2020 - 06.2021
  • Conduct detailed presentations explaining policy benefits and guidelines to prospective clients and their families over the phone and in-person
  • Consistently met and exceeded all sales and performance goals leading to company sales and revenue targets being met
  • Promote and market services to insurance agencies resulting in expanded sales and accounts boosting by up to a 100%
  • Lead new staff training and on different sales strategies
  • Analyzed market trends to determine customer needs, volume potential, price schedules and discount rates
  • Consistently met and exceeded sales goals set by the company
  • Curated leads we received from our third-party vendors and compiled them into leads portfolios distributed to other agents within the company
  • Conducted cold calls and presented presentations on policy benefits and guidelines to prospective clients and their families
  • Identified new target markets, and nurtured new relationships with clients increasing profitability by 25%
  • Assisted the Business Development team with Business and Marketing Strategy development as needed

Education

Associate Degree In Cybersecurity - Cyber Security

Montgomery College
Rockville, MD

Skills

  • IRIS CRM
  • Salesforcecom
  • InforCRM

Certification

Life & Health Insurance License

Timeline

Independent Insurance Sales Agent

04.2024 - Current

Medicare Sales Agent

Trubridge Insurance LLC
06.2023 - 04.2024

Health Insurance Sales Agent

HIGHMARK HEALTH
05.2022 - 01.2023

Health Insurance Sales Agent

AMERI-HEALTH
07.2021 - 04.2022

Health Insurance Sales Agent

SUTHERLAND GLOBAL
05.2020 - 06.2021

Associate Degree In Cybersecurity - Cyber Security

Montgomery College
Oliver Gwena