ELISA LUCERO

My boss was in charge of creating marketing strategy for close clients and my job was to carry on the strategies. Once I called 400 clients in one day. I created Dripify and Ubico sequences and was in charge of our client's LinkedIn Pofiles. I created successful Dripify, connection rates at 20% are considered successful in Dripify but I was able to construct 3 dripify sequences with up to 40% acceptance rates.

I started at this company doing outbound calls to possible clients on behalf of our clients. I learned various scripts to speak with clients and made around 70 calls a day. My goal was to get a client to pick and warm him or her up for their next call with the owner of the company we were representing. (We worked B2B)

Worked as a virtual receptionist for two clinics. My company was in charge of helping out virtually various clinics in Canada and the US. I worked with one in Florida, US and another one in Canada. I worked scheduling appointments for clients taking inbounds calls to help them sort ou0t paper work. Learned to use two different CRMs and also two different protocols acco0rding to the clinics on how to deal with common situations. I also helped out with administrative work organizing incoemng faxes.

Virtual assistant to a real estate agent who sold luxury homes. I was in charge of organizing his calendar and other agents so they could meet with clients, organize photoshoots and drone films and general audiovisual content to sell homes. I used canva to publish his personal content on tiktok and also on instagram also doubling as a social media community manager. I managed the material and copy published on his social media accounts, editing videos and photos too. Learned to repurpose different materials for different accounts and became fluent in the use of ChatGPT to be more efficient at my job as community manager and Virtual assistant. As virtual Assistant I was in charge of the paperwork behind the sale of homes, the contracts getting signed and use of the Real Estate platform that worked as a CRM, search engine for homes and transactions operator.

Read credit reports, analyze businesses looking for funding and the process itself of funding individuals/companies. Learned to work efficiently with the CRM Hubspot, use Gsuite and Office for business, organized Click upfor the company to stay organized, work with team mates and create creative emails to do marketing/blasts emails to get more clients. Communicated important information to clients and create long lasting relationships with the company. Relayed information from account manager to clients and vice versa. Was in charge of a group of virtual assistants who made outbound calls, reported to me daily and I kept motivated to meet our team goals.

Provided campaigns to capture our audiences attention through social media platforms with written, picture and video content. Proactively started a campaign to use our testimonials and case studies to grow the business and create more leads.

Outbound calls to warm leads to offer our services to help them invest money to help fund their companies, most of them in them in the star up phase.Outbound calls to warm leads to offer our services to help them invest money to help fund their companies, most of them in them in the star up phase.

Skills: Communication · Microsoft Excel · Microsoft Word · Microsoft Office · Strategic Thinking · Customer Relationship Management (CRM) · HubSpot · Teamwork · Interpersonal Skills · Problem Solving · Organization Skills · Administrative Assistance · Research · Creativity Skills

Equity Pros made business by buying old homes off of people who didn't want them anymore, renovate it and sell it at a higher price. We were a set of cold callers who were in charge of calling home owners to convince them of selling us their homes.

In this phase at the company, I was promoted to communications manger. I was in charge of helping al other callers become more fluent when expressing themselves with clients to increase possibilities of having out clients accept our offers.

Managed a portfolio of clients with medical, home, life, and auto insurance policies, ensuring timely renewals and continuous coverage.

Handled end-to-end renewal and quoting processes: created new quotes for clients looking to switch insurers, compared coverage options, and recommended plans tailored to client needs.

Maintained and updated an Excel renewal tracker with expiring policies; proactively contacted customers to collect payment information, renew policies, prevent cancellations, and identify upsell opportunities.

Served as the primary contact between clients and insurance providers, coordinating payment updates, policy inquiries, and coverage adjustments.

Delivered responsive, empathetic support by answering questions, clarifying paperwork requirements, and guiding new clients through the quoting process.

Utilized CRMs, Excel, and VOIP phone systems to manage client communications, document interactions, and track policy status.

Developed strong skills in insurance research, status verification, and communicating with multiple insurance carrier representatives to confirm coverage details and resolve issues.

As Head of Registration Department I:

Cross-trained in medical billing for dental practices billing medical insurance, including sleep apnea, TMJ, and oral surgery claims.

Hired to lead and build the Registration Department from the ground up, focusing on registering dentists as out-of-network providers with major medical insurance carriers.

Conducted extensive research on OON registration requirements for multiple insurers (Tricare West/East, BCBS plans, Humana, Cigna, Aetna, UHC, and others), documenting processes and ensuring accurate provider enrollment.

Created detailed SOPs that standardized the registration workflow, enabling future employees to understand and follow the medical OON registration process clearly.

Streamlined departmental operations and reduced backlogged tickets within three months, bringing the department fully up to date.

Served as a reliable escalation point for complex or time-sensitive registration issues; identified missing information, contacted providers directly, and followed up on pending cases to ensure timely completion.

Utilized HubSpot, Excel, and Word to manage registrations, track provider progress, and maintain accurate documentation.

Collaborated closely with concierge and billing teams, becoming a trusted partner for problem-solving and interdepartmental support.

Recognized by leadership as one of the company’s “powerhouses” (June), reflecting strong performance, initiative, and dedication to company values such as integrity, exceptional service, and going the extra mile.