Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Shani Fareed

Brandon,FL

Summary

Demonstrated to solve problems independently and perform at an optimal level. Experienced Licensed Insurance Specialist successful at managing high caseloads in fast-paced environments. Organized, driven and adaptable with excellent planning and problem-solving abilities. Offering 5 years of experience and willingness to take on any challenge. Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Insurance Specialist

Get Healthe
01.2022 - Current
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Ensured regulatory compliance through diligent monitoring of company practices and adherence to guidelines.
  • Proactively addressed potential risks by conducting thorough reviews of clients'' policies for coverage gaps.
  • Reduced claims processing time by effectively collaborating with adjusters, claimants, and internal departments.
  • Conducted annual reviews of existing policies to update information.
  • Processed eligibility and benefits verification and authorization requests.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.

Telesales Insurance Agent/Senior Quality Analyst

Medicare Insurance.com
08.2020 - 01.2022
  • Registered customer information on database to enable tracking history and maintain accurate records.
  • Assisted teammates in developing skills necessary to grasp application concepts and tool suite.
  • Handled high call volumes daily while maintaining a professional demeanor and positive attitude toward each client interaction.
  • Developed extensive knowledge of products and services to better assist customers.
  • Attained 60 clients in sales targets on monthly basis.
  • Recognized for consistently high customer satisfaction ratings, demonstrating a dedication to quality service and client support.
  • Championed quality assurance initiatives within the organization by promoting a culture of continuous improvement and striving for excellence in all aspects of product development.
  • Mentored and coached team members on QA topics and strategies.
  • Assisted in developing company-wide quality assurance standards to ensure consistency across all projects undertaken by the organization.

Insurance Agent

Progressive Auto & Home Insurance
07.2019 - 08.2020
  • Evaluated competitors' products and services to gain competitive advantage.
  • Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
  • Prepared and reviewed insurance applications to verify compliance with regulations.
  • Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
  • Finalized sales and collected necessary deposits.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.

Admissions Representative /Senior Quality Analyst

Ultimate Medical Academy
03.2017 - 07.2019
  • Collaborated with other departments to ensure a seamless transition for incoming students, addressing any concerns or issues promptly.
  • Conducted interviews with participants to assess eligibility.
  • Streamlined the admissions process for applicants by efficiently managing application materials and accurately entering data into the system.
  • Reviewed admissions applications to check students' eligibility for acceptance.
  • Boosted conversion rates by consistently following up with prospective students through phone calls, emails, and personalized communications.
  • Continuously improved personal knowledge of academic programs offered at our institution, ensuring accurate representation of program details during interactions with prospective students.
  • Managed Quality Analyst team effectively, setting clear expectations and providing guidance on achieving desired outcomes related to product performance metrics.
  • Reduced production errors by training team members on best practices in quality control and continuous improvement techniques.
  • Implemented metrics-driven approach to measure process effectiveness, enabling data-driven decision making in pursuit of superior product quality.

Education

Bachelor of Science - Business Administration And Management

Saint Leo University
Saint Leo, FL
05.2014

Skills

  • Claims Information Gathering
  • Policy analysis
  • Sales Reporting
  • Health Insurance Sales
  • Critical Thinking
  • Insurance Eligibility
  • Property and Casualty Insurance
  • Underwriter Selection
  • Client needs analysis
  • Client Retention

Certification

  • Licensed 20-40 and 2-15

Timeline

Insurance Specialist

Get Healthe
01.2022 - Current

Telesales Insurance Agent/Senior Quality Analyst

Medicare Insurance.com
08.2020 - 01.2022

Insurance Agent

Progressive Auto & Home Insurance
07.2019 - 08.2020

Admissions Representative /Senior Quality Analyst

Ultimate Medical Academy
03.2017 - 07.2019

Bachelor of Science - Business Administration And Management

Saint Leo University

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Shani Fareed