Joey Esquierdo

Experience

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  ARTWORK, INC

  Jun 2008 - Jan 2009

  Accounting Assistant

  Records and calculates daily sales for all Stores.* Monitor sales deposit for all outlets on a daily basis.* Provide Monthly Sales Report, Income & Expenses.* Check errors on encoded & submitted data.* Performs Account Analysis.* Communicates with internal clients promptly regarding any variances &unbalanced accounts.* Assists & performs on the preparation of Financial Statements

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  Temps & Staffers, Inc

  Jan 2009 - Jul 2009

  Office Staff

  Prepares Proposal Slip for presentation to client.* Prepares Placement slip for submission to Insurance Company* Prepares of an average daily 20 transmittal slips, each for the following:* Handles telephone calls from clients in the absence ofMarketing Personnel (20 calls daily).* Filing of loose files to regularize all policy files for audit purposes.* Pull Out Documents/Policies needed by Marketing Personnel.

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  BDO Insurance Brokers, Inc.CORBANK,BDO & SM Group – SM Construction

  Jul 2009 - Apr 2012

  Account Broker 2

  Achieves Monthly Production.* Creates monthly achievable Pipeline.* Ensures AR (Accounts Receivable) are collected on the prescribedTurnaround Time (TAT).* Minimizes Unapplied accounts.* Ensures that suitable cover are provided based on clients’ needs.* Negotiates reasonable rates of insurance premiums for CCAR,CGL/Public Liability, F & L, MSPR, Fidelity Guarantee, GPA and Motor.* Prepares Proposals Slip for presentation to Clients, & Placements toInsurance Companies.* Prepares the required documentation using the BDOI system such asrenewal proposal, PRFs, ARFs and Certificate of Cover on a daily basis.* Ensures that policies and endorsements are issued and released to clientswithin prescribed Turnaround time (TAT).* Record & Monitor Payments, Account Receivables, Unapplied & Refunds.* Assist Clients in the claims filing, processing and settlement of their claims.* Handled CARI/CGL & Construction Bonds requirements for Contractors.* Monitored monthly expiring and renewal accounts.* Conducted seminars to Contractors/Clients about their policy.* Meets with Project Managers, General Contractors to discuss insurancerelated concerns.* Ensures continuous capability development by participating in both in-houseand external training. Show less

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  Banco de Oro Insurance Brokers, Makati City

  Apr 2012 - Apr 2013

  Account Broker 3

  April 2012 - 2013 • Handled all lines of Insurance Requirements of SM Construction.• Tasked to provide appropriate insurance program to SM Contractors.• Tasked to maintain, observe and implement company policies in every aspect of the insurance dealings/transactions.• Monitored monthly expiring and renewal accounts.• Conducted seminars to Contractors/Clients about their policy.• Tasked to generate production from Contractors/clients, doing projects outside SM. • Tasked to maintain good business relationship with clients as well as insurance companies.• Tasked to immediately attend to client’s concerns/queries/complaints and ensure the necessary resolution/action/remedy is in place.• Ensured that insurance policies are being checked before sending to the client.• Prepared monthly production report.• Supervised the work of one staff & one contractual employee.• Meets with Project Managers, General Contractors to discuss insurance related concerns.• Ensures continuous capability development by participating in both in-house and external training. Show less

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  BDO Insurance Brokers, Inc.CORBANK,BDO & SM Group – SM Affiliate

  Apr 2013 - Nov 2014

  Account Broker 4

  • Achieves Monthly Production.• Creates monthly achievable Pipeline.• Ensures AR (Accounts Receivable) are collected on the prescribed Turnaround Time (TAT). • Minimizes Unapplied accounts.• Ensures that suitable cover are provided based on clients’ needs.• Negotiates reasonable rates of insurance premiums for CCAR, CGL/Public Liability, F & L, MSPR, Fidelity Guarantee, GPA and Motor.• Prepares Proposals Slip for presentation to Clients, & Placements to Insurance Companies.• Prepares the required documentation using the BDOI system such as renewal proposal, PRFs, ARFs and Certificate of Cover on a daily basis.• Ensures that policies and endorsements are issued and released to clients within prescribed Turnaround time (TAT).• Record & Monitor Payments, Account Receivables, Unapplied & Refunds.• Assist Clients in the claims filing, processing and settlement of their claims. Show less

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  Aon Insurance & Reinsurance Brokers Philippines, Inc

  Nov 2014 - May 2017

  Account Executive

  Property & Casualty and Affinity - Retail & Commercial; Insures proper monitoring of insurance coverage of assigned accounts.* Assist the sales Team (and other colleagues) in revenue generation.* Coordinates with clients on issuance, renewals, endorsements, cancellationof policies, premium collection & claims management.* Deals with insurance companies for rates, issuance of policies,endorsements and cover notes, claims management.* Computes/quotes Insurance rates to clients from the submission ofinsurance companies.* Drafts necessary correspondences, reports & presentation to clients(and insurers, if applicable)* Reports & coordinates with the immediate superior on requests, changes,and developments related to the assigned accounts.* Negotiate with adjusters &/or insurers to maximize claim recoveries.* Client visitations to ensure strong relationship with various client contacts* Conduct prospecting activities to supplement revenues from existing clients.* Provides information and advice to teammates with regard to policy termsand conditions and other requirements of clients.* Ensure that all transactions are in compliance with company’s guidelines* Other tasks that may be assigned from time to time. Show less

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  BDO Insurance Brokers, Inc.

  May 2017 - Sept 2022

  Account Officer
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  Marsh Asia

  Aug 2022 - now

  AVP

  A trusted partner in the face of change, helping clients better anticipate future challenges and capitalize on emerging opportunities through proactive risk advice that builds resilience and confidence. We provide leading risk expertise and advanced analytics based on unrivalled data, and our dynamic solutions fully adapt to our client’s business goals. Our insights and advice help lower cost of risk, improve performance and implement new strategies to expand what’s possible for their business, helping them keep ahead of risk. Show less