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Elisa Romero

@elisaromero1

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Medicare sales agent at Exact Medicare who enrolled 25 to 40 clients weekly and maintained 85–96% retention rates.

United States

Message

At Exact Medicare, I enrolled 25 to 40 clients per week and maintained retention rates ranging from 85% to 96%. I helped clients resolve problems, understand available benefits, and find the correct plan.

At Ignitist, I enrolled seniors in MAPD and D-SNP plans, reviewed eligibility, and followed CMS guidelines. I conducted 250 to 300 outbound calls using Five9.

At Teleperformance UHC Project, I represented United Health Care Medicare products and received a Merit Award for Sales. I enrolled five to six clients per day.

At Hola Insurance Services, I enrolled clients in ACA plans and explained coverage costs and benefits. I enrolled 300 clients in two and a half months and also sold final expense insurance in English and Spanish.

Experience

Work history, roles, and key accomplishments

Marketing Analyst

Ortiz Marketing Services

Jul 2025 - May 2026 (10 months)

Collected and analyzed competitive market data and industry trends. Supported data collection and reporting for leadership meetings and marketing recaps.

Circana (IRI)Power BI Data Analysis Market Research Reporting

Medicare Retention and Enrollment Agent

Exact Medicare

Jun 2024 - Jun 2025 (1 year)

Enrolled 25 to 40 clients per week and maintained retention rates of 85-96%. Connected with clients every 30, 60, and 90 days to resolve issues and educate on benefits.

Medicare Retention Enrollment Bilingual Spanish Client Relations

Medicare Sales Agent

Ignitist

Aug 2022 - Mar 2024 (1 year 7 months)

Enrolled seniors into MAPD and D-SNP plans by establishing rapport and educating on benefits. Conducted 250-300 outbound calls using Five Nine and followed CMS guidelines.

Medicare Sales Outbound Calling Five9 CMS Compliance Rapport Building

Medicare Sales Agent

Teleperformance

Oct 2021 - Jun 2022 (8 months)

Persuaded seniors to enroll in United Health Care Medicare Advantage Plans. Enrolled 5-6 clients per day and received a Merit Award for meeting and exceeding sales goals.

Medicare Sales Inbound Outbound Calls Sales Client Education

Medicare Sales Agent

Quantum3Media

Jan 2021 - Mar 2021 (2 months)

Sold Medicare products for multiple carriers and educated seniors on plan options. Achieved daily sales goals of 4-7 enrollments using assumptive close techniques.

Medicare Sales Probing Questions Closing Techniques Rapport Building

Retention and Sales Agent

Horizon Blue Cross Blue Shield of New Jersey

Nov 2019 - Nov 2020 (1 year)

Handled inbound calls to screen potential members and made outbound calls to retain customers. Educated clients on coverage benefits and maintained product knowledge.

Medicare Retention Sales Customer Service Outbound Calls

Licensed Insurance Agent

Hola Insurance Services

Oct 2015 - Oct 2019 (4 years)

Opened first Horizon Blue Cross Blue Shield office for under-65 market and enrolled 300 clients in 2.5 months. Performed door-to-door marketing and sold final expense policies.

Insurance Sales ACA Bilingual Spanish Marketing Customer Retention

Inside Sales Credit Consultant

Credit Pros

Jan 2014 - Sep 2015 (1 year 8 months)

Provided information on credit repair process and convinced clients to enroll by highlighting pain points. Enrolled 85 clients in a month, a company record for new hires.

Sales Credit Repair Consultative Selling Closing

Medicaid Client Representative

Maximus

Jan 2010 - Feb 2012 (2 years 1 month)

Worked with diverse populations in a call center environment, verifying client information and assisting with problem resolution. Educated clients on enrollment and benefits.

Medicaid Customer Service Call Center Client Education