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Shirley Panchana

@shirleypanchana

Remote-focused medical claims professional ensuring CMS/HIPAA-compliant Medicare processing with accuracy and speed.

United States
Message

What I'm looking for

I’m seeking a remote Medical Claims Specialist role where precision, efficiency, and compliance are critical. I want to ensure CMS/HIPAA-accurate documentation, resolve claims-related issues, and maintain high productivity and quality in a high-volume environment.

I’m a detail-oriented, bilingual Medicare Agent with strong experience in medical documentation, claims-related workflows, and high-volume data processing. I consistently review, process, and resolve insurance-related issues while meeting strict regulatory and productivity standards.

In my current role as a Medicare Agent at QuoteManage (Remote), I verify eligibility and coverage details, validate documentation accuracy, and maintain audit-ready records in CRM systems. I communicate clearly with beneficiaries to resolve coverage questions and documentation issues, reducing enrollment and claim errors.

Previously, I supported Medicare beneficiaries at EteleQuote (Remote) with plan selection, enrollment, and post-enrollment support, handling sensitive information in a HIPAA-compliant manner. Earlier, as an In-Home Expert Manager at AT&T, I managed documentation and account corrections, trained teams on compliance and quality standards, and analyzed reports to identify errors, trends, and process improvements.

Experience

Work history, roles, and key accomplishments

QU
Current

Medicare Agent

QuoteManage

Jul 2025 - Present (11 months)

Reviewed and processed Medicare enrollments in alignment with CMS compliance, verifying eligibility, coverage details, and documentation accuracy. Maintained CRM records for audit readiness and communicated with beneficiaries to resolve coverage and documentation issues.

ET

Health Insurance Agent

EteleQuote

Sep 2024 - Jul 2025 (10 months)

Assisted Medicare beneficiaries with plan selection, enrollment, and post-enrollment support while ensuring application accuracy. Handled sensitive information with HIPAA-compliant processes and met productivity, quality assurance, and compliance benchmarks in a high-volume environment.

AT

Retail Sales Consultant

At&T

Jul 2019 - Mar 2020 (8 months)

Resolved complex billing, account, and service issues requiring precise documentation. Maintained accurate customer records while meeting performance and compliance standards.

Education

Degrees, certifications, and relevant coursework

SF

State of Florida

Licensed Health Insurance Agent, Insurance

Licensed Health Insurance Agent in the State of Florida (active).

MS

Miami Coral Park Senior High School

High School Diploma, High School

Earned a High School Diploma from Miami Coral Park Senior High School.

BB

Basic Life Support (BLS)

BLS Certification, First Aid/CPR

Earned Basic Life Support (BLS) certification.

Tech stack

Software and tools used professionally

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