Summary
Overview
Work History
Education
Skills
Timeline
Generic

SHANEQUE SMITH

CHARLOTTE,NC

Summary

To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

9
9
years of professional experience

Work History

Licensed Insurance Agent

American Health Marketplace
05.2023 - Current
  • Calculated quotes and educated potential clients on insurance options.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Increase sales by 10%

Licensed Insurance Agent

Everise
10.2022 - 04.2023
  • Calculated quotes and educated potential clients on insurance options.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Promoted products and services using upselling and other sales strategies.

Fraud Operations Specialist

Wells Fargo
05.2022 - 12.2022
  • Evaluated customer data to identify and prevent fraudulent activities.
  • Reviewed reports and individual transactions which appeared suspicious to uncover possible fraudulent activity.
  • Performed risk assessments to determine level of fraud risk and prioritize investigations.
  • Analyzed large amounts of data to find patterns of fraud and anomalies.
  • Contacted customers directly to notify of fraudulent activity and minimize impacts.

Customer Service Representative

Lowes Home Improvment
01.2022 - 05.2022
  • Handled customer inquiries and suggestions courteously and professionally.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Answered constant flow of customer calls with minimal wait times.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.


Licensed Insurance Agent

Ttec (TeleTech) - HealthCare Solutions
08.2020 - 01.2022
  • Calculated quotes and educated potential clients on insurance options.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.

Customer Service Representative

Walgreens
02.2019 - 01.2020
  • Handled customer inquiries and suggestions courteously and professionally.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Answered constant flow of customer calls with minimal wait times.
  • Answered customer telephone calls promptly to avoid on-hold wait times.

Sales Agent

Choice Health
08.2018 - 01.2019
  • Handle inbound and outbound calls
  • Obtain client information by answering telephone calls; verifying information
  • Determine eligibility by comparing client information to requirements
  • Establishes policies by entering client information confirming pricing
  • Spent ample time with each customer, going over and explaining documents to ensure that key information was understood
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations
  • Performed cold-calling and follow-ups with leads to secure new revenue
  • Conducted research on insurance packages and investment options to generate client recommendations
  • Offered each customer top-notch, personal service and polite support to boost sales and customer satisfaction
  • Pursued resolutions to achieve complete customer satisfaction, including tracking down hard-to-find merchandise at diverse locations
  • Tranzact

Dental Assistant

Modern Family Dental
01.2018 - 08.2018
  • Completed tooth impressions to support creation of accurate dental work to correct problems such as missing teeth
  • Educated patients on successful strategies for boosting oral hygiene, controlling plaque and protecting gums and tooth enamel from damage
  • Supported dentists during procedures to restore teeth, like dental fillings, permanent and temporary crowns, extractions and root canals
  • Helped dentists restore teeth by applying permanent and temporary fillings and crowns
  • Measured and recorded vital statistics by taking patients' blood pressure, temperature and pulse
  • Cleaned and sanitized dental tools and equipment, straightened treatment rooms and restocked supplies to prep for next patient and maintain health and safety practices
  • Educated patients on dental hygiene, pre-surgical instructions and post-surgical care

Dental Assistant

Friendly Dental
06.2017 - 01.2018
  • Typed patient data into computer system using Dentrix while following privacy laws and maintaining high level of accuracy
  • Measured and recorded vital statistics by taking patients' blood pressure, temperature and pulse
  • Verified proper operation of dental equipment by completing preventive maintenance, troubleshooting malfunctions and calling for repairs
  • Scheduled appointments, prepared bills and received payment for dental services by completing insurance forms, verifying insurance information and maintaining records
  • Conduent

Provider Service Representative

01.2017 - 05.2017
  • Responsible for verifying member coverage, benefit types, eligibility dates, and claim payment/statuses for providers
  • Consistently met performance goals in the areas of efficiency, call quality, customer satisfaction, first call resolution, adherence, and attendance
  • Completed training and worked effectively under high-pressure client services environments
  • Educated customers about billing, payment processing and support policies and procedures
  • Maintained routine communication with clients to assess overall satisfaction, resolve complaints and promote new offerings
  • Worked to develop network by identifying and pursuing new leads, attending industry events and building rapport with clients
  • Demonstrated products and specific features at customer locations and special events
  • Produced remarkable sales and enhanced numbers by managing complete lifecycle from networking through ongoing account servicing

Sales Agent

Xerox
08.2016 - 01.2017
  • Obtained health insurance licensing and maintained knowledge of industry laws, policies and products
  • Achieved sales goals for volume of quality business
  • Resolved customer concerns in timely manner
  • Input customers data and payments into billing system
  • Handle inbound calls and provide one-call resolution to problems reported
  • Recommend premiums, and quote benefits
  • Meet performance targets in all areas such as speed, accuracy, volume, customer satisfaction, and issue resolution
  • Handled administrative aspects of sales by completing customer contracts and warranties and accepting and processing payments
  • Introduced initiatives to establish programs providing long-term residual income
  • Performed cold-calling and follow-ups with leads to secure new revenue
  • Kept on top of changes to store products and promotions to maintain strong sales
  • Adjusted sales scripts to better target needs of specific individuals, boosting sales by 10%

Sales Associate

Ross Stores Inc
07.2014 - 11.2015
  • Worked alongside retail representatives to boost sales by enhancing product presentations and advertising collateral
  • Tracked stock using company inventory management software
  • Organized racks and shelves to maintain store visual appeal, engage customers and promote specific merchandise
  • Maintained records related to sales, returns and inventory availability
  • Implemented up-selling strategies such as recommending accessories and complementary purchases to boost revenue
  • Maintained organized, presentable merchandise to drive continuous sales
  • Trained and developed new sales team associates in products, selling techniques and company procedures
  • Applied security and loss prevention training toward recognizing risks and reducing store theft
  • Analyzed and properly processed product returns, assisting customers with finding alternative merchandise to meet needs

Education

Associate of Applied Science - Human Services

University of Phoenix
Tempe, AZ
03.2025

GED -

Central Carolina Community College
11.2010

Skills

  • Complaint resolution
  • Report preparation
  • Creative problem solving
  • Computer proficient
  • Data entry
  • MS Office proficiency
  • Good listening skills
  • Insurance Industry Knowledge
  • Credit and Debt Card Processing
  • Oral and Writing Communication
  • Activity Monitoring
  • Credit Card Fraud
  • Identifying Risks

Timeline

Licensed Insurance Agent

American Health Marketplace
05.2023 - Current

Licensed Insurance Agent

Everise
10.2022 - 04.2023

Fraud Operations Specialist

Wells Fargo
05.2022 - 12.2022

Customer Service Representative

Lowes Home Improvment
01.2022 - 05.2022

Licensed Insurance Agent

Ttec (TeleTech) - HealthCare Solutions
08.2020 - 01.2022

Customer Service Representative

Walgreens
02.2019 - 01.2020

Sales Agent

Choice Health
08.2018 - 01.2019

Dental Assistant

Modern Family Dental
01.2018 - 08.2018

Dental Assistant

Friendly Dental
06.2017 - 01.2018

Provider Service Representative

01.2017 - 05.2017

Sales Agent

Xerox
08.2016 - 01.2017

Sales Associate

Ross Stores Inc
07.2014 - 11.2015

Associate of Applied Science - Human Services

University of Phoenix

GED -

Central Carolina Community College
SHANEQUE SMITH