Alexia Estevez
Caldwell,NJ
Summary
Resourceful Commercial Lines Account Manager known for high productivity and efficient task completion. Possess specialized skills in risk management, policy customization, and client relationship building. Excel in communication, problem-solving, and time management to deliver exceptional service and support to clients.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Account Manager
Brown & Brown
Roseland, NJ
03.2023 - 06.2024
- Ensured accuracy of all documentation including applications, invoices, certificates of insurance.
- Drafted renewal letters outlining policy changes or updates.
- Built strong working relationships with underwriters to secure favorable terms and pricing for clients.
- Prepared proposals for new business, renewals and endorsements.
- Pursued payment requests on past due accounts, utilizing credit and collection policies and requested cancellations.
Assistant Broker
D&O Partners Inc
West Caldwell, NJ
01.2018 - 01.2022
- Proven track record of developed new business and expanded existing business by identifying opportunities, overcoming objections and building strong relationships
- Educated clients through conversations, presentations, and literature
- Communicated daily with clients to build and retain business
- Administered payroll information, compensation materials, and benefit programs
- Completed tasks such as policy acknowledgements, expenses, marketing, proposals, etc
- In a timely manner
- Provided rate recommendations that are competitive to ensure long term- profitability for the company
- Assisted in recruiting and training of new employees
- Ensured confidentiality of all personnel, office, and employment records.
Vessel Cargo Manager
CMA CGM
East Rutherford, New Jersey
06.2015 - 12.2017
- Assisted in preparation of documents such as invoices, bills of lading and manifests.
- Collaborated with warehouse staff to ensure smooth flow of operations.
- Resolved any issues related to customs clearance or documentation errors.
- Calculated weight, size and cost of items for shipping purposes.
- Provided assistance in preparing reports regarding shipment activities.
Legislative Aide
County of Essex
Newark, New Jersey
01.2014 - 01.2016
- Conducted outreach activities such as attending community events or speaking with local media outlets on behalf of the legislator's office.
- Reviewed and edited legislative documents for accuracy and clarity.
- Responded promptly to inquiries from constituents regarding relevant legislative matters.
- Maintained records of all communication between the legislator's office and external parties.
- Prepared briefing materials for legislators prior to committee meetings or floor sessions.
Education
Bachelor of Science -
Caldwell University
01-2015
Skills
- Policy Renewals
- Applied Epic Software
- Account Management
- Policy Knowledge
- Marketing Strategies
- Excellent communication skills
Certification
- New Jersey Notary Public
- Property and Casualty License
- CPR/AED Certification
Timeline
Account Manager
Brown & Brown
03.2023 - 06.2024
Assistant Broker
D&O Partners Inc
01.2018 - 01.2022
Vessel Cargo Manager
CMA CGM
06.2015 - 12.2017
Legislative Aide
County of Essex
01.2014 - 01.2016
Bachelor of Science -
Caldwell University