Rachel Gajardo

Independent Agent @Presley General Insurance Agency, Inc

Orange, CA, US

Independent insurance agent specialized in Medicare options and licensed in Arizona, California, Colorado, Nevada, South Carolina, Texas, and Washington. • Certified with most major insurance plans with a Medicare contract including the top Medicare Advantage, Medicare Supplement, and Stand-alone Prescription Drug Plans. • Conduct no-cost benefit review meetings with prospects to find the right health insurance plan to meet their individual needs. • Send annual updates to clients on Medicare changes and host retention webinars on an annual basis. • Coordinate with local doctors to grow and retain their senior patient base. • Act as the liaison between the Medicare beneficiary, doctor, medical group and insurance plan. • Send welcome packets to each new client with information about their plan benefits and contracted providers.• Answer customer service questions for clients throughout the year and help resolve issues as needed. • Assist clients in applying for federal and state programs to help reduce their medical and prescription drug costs. • Host no-cost events at senior living communities throughout Southern California. Such events include Movie Nights, Ice Cream Socials, Bingo Parties, Crafting Days, and Holiday Luncheons. • Educate the community by conducting Medicare 101’s at local restaurants, hospitals, and medical centers. • Submit complete applications in accordance with Centers for Medicare and Medicaid’s compliance regulations.

University of California, Los Angeles

Bachelor’s Degree

Orange Coast College

Associate’s Degree