Open to opportunities

Rolando Lopez

@rolandolopez

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Medicare enrollment and compliance specialist with IT troubleshooting and training expertise.

United States

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What I'm looking for

I seek a role focused on Medicare enrollment, compliance, or IT-support where I can combine training, process improvement, and operational excellence in a collaborative environment.

I am a bilingual Medicare Enrollment & Compliance Specialist with over four years supporting Medicare Advantage, Part D, and Supplement plans while adhering to CMS and HIPAA standards.

I have led high-volume enrollment workflows, conducted eligibility verification and documentation reviews, and maintained accurate CRM case tracking across platforms like Salesforce, HubSpot, and GoHighLevel.

I provide IT support and Linux troubleshooting to agents, and I routinely train, coach, and mentor junior staff to improve compliance accuracy and operational efficiency.

I hold active Life & Health insurance licenses, and I am motivated to contribute my expertise in Medicare operations, compliance, training, or IT-support-focused roles.

Experience

Work history, roles, and key accomplishments

Medicare Operations Specialist

SeniorQuote Insurance Services

Jan 2025 - Jan 2026 (1 year)

Managed Medicare Advantage and Part D enrollments ensuring full CMS and HIPAA compliance; conducted eligibility verification and documentation review while providing IT troubleshooting and onboarding support for agents.

HIPAA CRM (Salesforce)Linux Eligibility Verification Training Case Management

Independent Insurance Agent

Willowbrook Insurance Agency

Jun 2024 - Jan 2025 (7 months)

Supported Medicare plan education, application review, and onboarding while maintaining detailed CRM records and coordinating workflows to ensure compliance and timely post-enrollment follow-up.

CRM & Compliance Onboarding Customer Education

Medicare Enrollment Specialist

HealthPlanOne

Jun 2023 - Jun 2024 (1 year)

Supported high-volume Medicare Advantage and PDP enrollment workflows (50–70+ daily interactions), maintained 100% CMS/HIPAA compliance, and mentored 3–5 junior agents monthly on compliant workflows and troubleshooting.

HIPAA Mentoring CRM Quality Assurance

Travel Consultant

Palace Resorts

Mar 2022 - Feb 2023 (11 months)

Managed high-volume bookings, payments, and documentation accuracy while mentoring peers on process adherence and maintaining data integrity across multiple systems.

Operational Support Booking Payments Process Improvement Mentoring Data Integrity Customer Service

Trainer / Onboarding Specialist

The Sulit Group

Dec 2021 - Apr 2022 (4 months)

Trained new team members on structured workflows, compliance procedures, and platform usage while supporting onboarding, performance coaching, and process adherence.

Training Onboarding & Compliance Performance Coaching Process Adherence