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Billy Rosario
Insurance Broker (2019 – Present)
Medicare / Affordable Care Act / Life / Supplementals (Accidental, Vision, and Dental)
Conduct comprehensive client assessments and financial evaluations to provide tailored insurance solutions. Develop and maintain long-term client relationships through personalized service and regular follow-ups. Serve as the primary contact for clients, assisting with claims and coverage adjustments.
Sales and Marketing:
Create and implement effective marketing strategies to attract and retain clients. Utilize referrals, cold calling, email, social media, and direct mail to expand the client base. Present insurance products and services at group meetings and public events to increase visibility and client acquisition.
Customized Insurance Solutions:
Design and propose personalized insurance plans based on individual client needs and financial goals. Provide detailed quotes for both immediate and long-term coverage options. Advise clients on the best coverage options to meet their current and future needs.
Business Development:
Network extensively within the community to identify and pursue new business opportunities. Leverage existing client relationships to generate referrals and expand the business. Continuously seek new business opportunities through market research and trend analysis.
Client Support and Education:
Educate clients on various insurance products, policy details, and benefits. Assist clients with policy renewals, updates, and changes to ensure ongoing satisfaction and coverage. Maintain a high level of customer service to ensure client retention and satisfaction.
Achievements:
Consistently met and exceeded sales targets and quotas. Developed a robust client portfolio through effective relationship building and marketing efforts. Recognized for exceptional customer service and high client retention rates.
Explore Your Coverage Choices
Coverage tailored for seniors and those planning end-of-life expenses, including medical costs (Medicare) and funeral/burial expenses (Final Expense).
Comprehensive health plans meeting Affordable Care Act standards, offering essential benefits like preventive care, prescription drugs, and maternity care.
Supplementary coverage filling gaps in primary health insurance, including dental, vision, disability, and accident insurance.
Temporary coverage for a specified period, providing financial protection to beneficiaries in the event of the policyholder's death.
Contracted Carriers
