Roland Ulcena
Orlando,FL
Summary
Current licensee of Life and Health insurance including Variable Annuity(License type 02-15 Issued year: 2007). Florida License for Individual Mortgage Broker(MB. 2001). Held a Mortgage Brokerage Business(MBB) Florida License from 2005 to 2010 Owner/Founder/Principal Broker of a Mortgage Broker business Company called Lend-A-Hand Mortgage(2005-2010). Seeking a career Opportunity In the Banking/Mortgage and/or the Life/Health Insurance Industry.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Licensed Health Insurance Agent
eHealth, Inc.
Orlando, FL
03.2025 - Current
- Handling inbound/outbound Medicare beneficiaries Calls.
- 1099
- Remote
Licensed Insurance Agent
Nations Benefits
Plantation, FL
09.2024 - 03.2025
- Developed comprehensive insurance plans tailored to client needs.
- Educated clients on policy options, coverage limits, and claims processes.
- Streamlined communication between clients and insurance providers for efficient service delivery.
- Mentored junior agents in product knowledge and customer engagement strategies.
Licensed Insurance Agent
Everise, Inc.
Orlando, FL
08.2024 - 01.2025
- Handling inbound/outbound Medicare beneficiaries Calls.
- Remote
Licensed Insurance Agent
Sutherland Healthcare Solutions
Orlando, FL
01.2023 - 09.2024
- consultative sales of Medicare Health plans to benificiaries.
Licensed Insurance Agent
Sutherland Healthcare Solutions, Inc.
Orlando, FL
01.2024 - 07.2024
- Handling inbound/outbound Medicare beneficiaries Calls.
- Remote
Licensed Life & Health Insurance Agent
TP USA
Orlando, FL
09.2019 - 12.2023
- Presenting. Need Analysis. Enrollments into Medicare Plans.
Warehouse Associate
Flora
Zellwood, FL
04.2023 - 08.2023
- 1. Machine Operator. Assembly.
Licensed Health and Life Insurance Agent/P&C Sales
TTEC/Progressive Insurance co.
Altamonte Springs, FL
09.2018 - 11.2020
- AEP Medicare sales/Enrollments.
- P&C sales With Progressive Insurance Co. Via TTEC.
Health Insurance Benefits Counselor.
AonHewitt Corp.
Maitland, FL
10.2016 - 06.2019
- Health Insurance Counselor in the Employer Benefits Enrollment Center.
- Helping Employees enroll via inbound calls into their Employers Annual Benefits.(seasonal-Sept. to December).
Life and Health Insurance Agent
DialAmerica
Orlando, FL
03.2018 - 01.2019
- Taking inbound calls from Medicare/Medicaid recipients seeking to enroll in a Healthcare plan with HealthFirst of New York
Account Manager
Westgate Resorts
Orlando, FL
11.2011 - 09.2016
- Collection Of HOA past Dues. Refinancing of Time share delinquent Accounts.
Account Executive/Sales of Life & Health Insurance Products
Insphere
Orlando, FL
01.2010 - 05.2012
- Direct Marketing & Sales presentations/Sales of Life & Health Insurance Products/Packages
Licensed Life & Health Insurance Agent
Connexions, Inc.
Orlando, FL
05.2007 - 12.2009
- Phone Sales & Retention in 15 States for Kaiser Permanente Insurance Company and others
Founder/Owner/Principal Broker
Lend-A-Hand Mortgage, LLC
Altamonte Springs, FL
01.2003 - 05.2007
- Mortgage Loan Origination Processesing. Submitions, Closing, Funding. Business Administration... Etc.
Account Executive
Ameriquest Mortgage Company
Orlando, FL
01.1999 - 11.2002
- Loan Officer. Mortgage Loan Originator.
- Westboro, Ma and Orlando, Fl.
Education
Associate - Business Administration
Becker College
Worcester, MA07-1993
Skills
- Medicare
- Insurance sales
- Organizational skills
- Call center
- Computer skills
- Cold calling
- HIPAA
- Upselling
- Presentation skills
- Negotiation
- Credit Analysis
- Account management
- Salesforce
- Sales
- Credit analysis
- Customer service
- Telemarketing
- Windows
- Time management
- Marketing
- Policy analysis
- Medicare expertise
- Enrollment processing
- Goal oriented
Certification
- Personal Lines License September 2021 to Present
- Property & Casualty License June 2021 to Present
- Life, Health & Variable Annuities 2-15 June 2007 to Present
- Insurance Producer License April 2007 to Present
- Driver's License January 2018 to June 2026
Timeline
Licensed Health Insurance Agent
eHealth, Inc.
03.2025 - Current
Licensed Insurance Agent
Nations Benefits
09.2024 - 03.2025
Licensed Insurance Agent
Everise, Inc.
08.2024 - 01.2025
Licensed Insurance Agent
Sutherland Healthcare Solutions, Inc.
01.2024 - 07.2024
Warehouse Associate
Flora
04.2023 - 08.2023
Licensed Insurance Agent
Sutherland Healthcare Solutions
01.2023 - 09.2024
Licensed Life & Health Insurance Agent
TP USA
09.2019 - 12.2023
Licensed Health and Life Insurance Agent/P&C Sales
TTEC/Progressive Insurance co.
09.2018 - 11.2020
Life and Health Insurance Agent
DialAmerica
03.2018 - 01.2019
Health Insurance Benefits Counselor.
AonHewitt Corp.
10.2016 - 06.2019
Account Manager
Westgate Resorts
11.2011 - 09.2016
Account Executive/Sales of Life & Health Insurance Products
Insphere
01.2010 - 05.2012
Licensed Life & Health Insurance Agent
Connexions, Inc.
05.2007 - 12.2009
Founder/Owner/Principal Broker
Lend-A-Hand Mortgage, LLC
01.2003 - 05.2007
Account Executive
Ameriquest Mortgage Company
01.1999 - 11.2002
Associate - Business Administration
Becker College
Awards
Inducted in the national honor society Alpha Sigma Lambda July 1993