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Rick I. is an experienced professional with a diverse background in client relationship management and health insurance brokerage. Currently serving as a Client Relationship Manager at Off The Record since November 2023, Rick previously worked as a certified health insurance broker with Covered California since January 2014. Rick's prior experience includes roles as a Relationship Manager at SmartBiz, where strong client connections were developed, and as a Senior Pre-Purchase Specialist and Pipeline Manager at Better, contributing to investor relations and operational procedures. Additional positions include Branch Services Representative at San Francisco Federal Credit Union, Insurance Broker at Transamerica Financial Advisors, Mortgage Specialist at Bank of America, Project Manager for the City of Buena Park Redevelopment Program, and Production Manager at Desert Essence. Career highlights consist of exceptional service delivery, effective communication of complex financial information, and management of significant projects.