Rick Bereolos

Performance-driven, 2-20 Licensed Property & Casualty Agent with over 20 years of successful business development and 8 years of specialized insurance agency operations. Proven track record of scaling monthly revenue from $0 to over $80K while maintaining flawless client retention and compliance standards. Combines strong sales acumen and contract negotiation skills with deep back-office knowledge of carrier submissions, policy issuance, and client records management.

Leverages exceptional relationship-building skills to drive new P&C business, cross-sell policies, and foster long-term client loyalty.

Office & Workflow Operations Specialist - INSURANCE CARE NOW - Deerfield Beach, FL

(2018-06 - 2026-08)

• Directed daily agency communication workflows and documentation management, coordinating directly between clients, agents, and insurance carriers to ensure prompt policy issuance.
• Audited incoming application documentation and insurance contracts for completeness and regulatory compliance prior to submission to carrier partners.
• Maintained and managed confidential client records and databases, ensuring full compliance with HIPAA and strict industry regulatory standards.
• Supported retention and client satisfaction by delivering above-and-beyond service across an 8-year tenure.
• Reason for departure: Business closure due to market conditions. Excellent leadership references available upon request.

Business Development Manager - CONNECT POINT RESEARCH (formerly Madison Avenue Media) - Boca Raton, FL

(2011-11 - 2018-04)

• Spearheaded sales of Social Security Disability leads, expanding market share through targeted phone outreach and personal network development.
• Scaled personal sales pipeline from $0 to over $80,000 per month in new business volume.
• Developed long-term client loyalty and maximized account lifetime value through high-touch consultative service.

License - Florida 2-20 General Lines Agent License - State of Florida