Shirley Panchana
@shirleypanchana
Remote-focused medical claims professional ensuring CMS/HIPAA-compliant Medicare processing with accuracy and speed.
What I'm looking for
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
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.
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.
In-Home Expert Manager
At&T
Mar 2020 - Aug 2024 (4 years 5 months)
Managed documentation, account corrections, and service issue resolution with high accuracy. Trained teams on compliance, system navigation, and quality standards, and used reports/escalations to identify errors, trends, and process improvements.
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.
Booking Agent
Norwegian Cruise Line
Dec 2018 - Feb 2019 (2 months)
Entered, verified, and updated reservation data with strict attention to accuracy and policy rules. Handled customer inquiries while maintaining detailed documentation and records.
Education
Degrees, certifications, and relevant coursework
State of Florida
Licensed Health Insurance Agent, Insurance
Licensed Health Insurance Agent in the State of Florida (active).
Miami Coral Park Senior High School
High School Diploma, High School
Earned a High School Diploma from Miami Coral Park Senior High School.
Basic Life Support (BLS)
BLS Certification, First Aid/CPR
Earned Basic Life Support (BLS) certification.
Availability
Location
Authorized to work in
Job categories
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