Richard Villarreal

Provided fundamental protection advice and implemented strategic solutions to strengthen members' coverage. Tailored recommendation for relevant Medicare insurance products, aligning them with the distinctive needs of each member, Precision-crafted and communicated personalized Medicare insurance strategies, addressing individual memberships. Applied advanced sales techniques and refined persuasions skills to motivate member to act on recommendations. Recognized as a subject matter expert, actively staying updated on industry trends and overseeing annual licensing for a diverse range of strategic partners.

Formulate and execute marketing plans and campaigns to nurture relationships with existing members and drive the acquisition of new customers. Take responsibility for accelerating auto and homeowners insurance growth through disciplined implementation of a continuous test-and learn agenda, optimizing paid marketing efforts, and strategic allocation of marketing investments. Generate leads, schedule appointments, identify customer needs, and strategically promote appropriate products and services.

Operate within established guidelines and frameworks to thoroughly investigate, assess, negotiate, and resolve intricate property insurance claims involving or against our members. Effectively manage a designated claims caseload, which encompasses cases featuring complex damages, including specialty claims. Collaborate closely with vendors and internal business partners to expedite the resolution of intricate claims. ensure meticulous identification, measurement, monitoring, and control of risks associated with business activities, strictly adhering to establishes risk and compliance policies and procedures.