Heba Farook
Licensed Property & Casualty Insurance Producer • Founder, Mental Freedom • Designer & Project Manager
Currently studying Project Management (PMP) and Agile.
This page is a living profile. Add your latest wins and credentials anytime.
Primary Full-Time Timeline
Property & Casualty licensed (GA, OR, WA). High-volume quoting with strong conversion and retention for diverse client backgrounds.
- Needs-based assessments; cross-sell Auto, Home, Renters, Umbrella.
- Structured cadences (calls/text/email) aligned to Early Signing & bundling.
- Proactive requote timing and annual coverage reviews.
- eAgent, LeadManager, AdvisorPro, Gateway, Performology
- Zapier, GoHighLevel, Twilio (automation & SMS)
- Rate comparisons, underwriting follow-ups, and binder issuance.
- Policy reviews for life events (moves, teen drivers, claims).
- Lead hygiene (DNC/TCPA compliance) and list management.
- Retention campaigns (renewal touchpoints, cross-line offers).
B2B client acquisition and retention; pricing, proposals, and revenue growth.
- Sales pipeline management and key account relationships.
- Quotation, margin analysis, and order coordination.
- COGS tracking, BOM/pricing updates, margin optimization.
- Variance analysis and job-cost reporting.
- Vendor negotiations and lead-time planning.
- Inventory reconciliation and slow-moving stock strategy.
Full-cycle accounting support and office operations for SMB clients.
- Accounts Receivable/Payable; bank reconciliations; payroll processing.
- Tax prep support, audit workpapers, general ledger maintenance.
- Monthly reporting and financial analysis.
- QuickBooks (Online & Enterprise), Excel, GAAP-aligned workpapers
- Year-end close, AJE entries, depreciation schedules.
- Client onboarding, document intake, and deadline tracking.
Accounting and office ops for a remodeling firm.
- AP/AR, payroll, vendor payments, and reconciliations.
- Scheduling, purchasing, and job file maintenance.
- Costing support for bids and change orders.
Compliance-focused customer service, accurate cash handling, and transaction support.
- Deposits/withdrawals, cash balancing, and client inquiries.
- Cross-selling basic banking products where appropriate.
- Fraud awareness and KYC/CTR escalation procedures.
IT education programs (sales/account mgmt) and AP for an Authorized Microsoft Partner.
- B2B sales for training programs; partner relations; pipeline follow-through.
- AP processing, vendor reconciliation, and course scheduling support.
- Event coordination for trainings and certification sessions.
- Reporting on enrollments, collections, and partner incentives.
Designer Portfolio — Websites
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Showcase & Proof of Work
Insurance Achievements
- Sales Milestone: 100+ policies across diverse client backgrounds and ethnicities — Add supporting link
- Retention Program: Personalized requote & review workflow — Add supporting link
- Automation: SMS/email sequences improving response time — Add supporting link
Contact Me — Interested in Hiring?
Direct Contact
- 📞 Phone: (818) 593-9337
- ✉️ Email: hebafarook@hotmail.com
- 🌐 Website: mentalfreedom.us
Short pitch: I am a multi-national, cross-industry professional (insurance, accounting, design, marketing). This gives me unique insight to find opportunities and blind spots across business models and drive improvements quickly.