Rick I.

Rick I. is a seasoned professional with extensive experience in client relationship management and health insurance brokerage. Currently serving as a Client Relationship Manager at Off The Record since November 2023, Rick I. has been a Certified Health Insurance Broker with Covered California since January 2014, assisting clients in navigating health insurance options and understanding available subsidies. Previous roles include Relationship Manager at SmartBiz, where the focus was on developing relationships with small business clients, and Senior Pre-Purchase Specialist at Better, contributing to the creation of operational procedures and managing investor relationships. Rick I. has also held positions at San Francisco Federal Credit Union, Transamerica Financial Advisors, Bank of America, and Desert Essence, showcasing a diverse skill set in customer service, financial advising, and team management across various industries.