Elix Monsanto Dun
Miami,Florida
Summary
Motivated insurance broker experienced in sales and positive client engagement. Desiring to utilize training and several years of sales experience to take on new position at established organization. Excited to exceed challenging objectives in a competitive environment.
Overview
58
58
years of professional experience
1
1
Certification
Work History
Insurance Broker
SEGUROS LOS ANDES, MAPFRE, CARACAS, CONSTITUCION, CATATUMBO
San Cristobal
01.2001 - Current
- Developed insurance policies and programs to meet customer needs.
- Conducted market research to identify competitive rates for clients.
- Assessed client risk profiles and recommended appropriate coverage plans.
- Negotiated with underwriters to secure favorable terms on behalf of clients.
- Processed claims in a timely manner according to company procedures.
- Resolved customer inquiries regarding policy changes or coverage issues.
- Monitored the performance of existing accounts, including renewals and cancellations.
- Reviewed policy documents for accuracy prior to issuing them to clients.
Vice-president of Insurance Operations
SEGUROS LOS ANDES, C.A.San Cristobal
San Cristobal , Tachira
01.1977 - 01.2001
- Developed and implemented comprehensive strategies to improve operational processes and organizational efficiency.
- Directed the organization's daily operations, ensuring compliance with applicable laws and regulations.
- Developed policies and procedures to ensure compliance with corporate standards.
- Conducted regular meetings with department heads to review progress on strategic initiatives.
- Coordinated resources across departments to maximize productivity levels.
- Monitored market conditions and competitor activities to inform business decisions.
- Cultivated relationships with stakeholders to secure support and funding for key initiatives.
- Directed operations to improve efficiency and increase profit margins.
Life Insurance Company Production Manager
LA VENEZOLANA DE VIDA
CARACAS , Distrito Capital
01.1971 - 01.1977
- Developed and implemented production schedules to ensure timely completion of projects.
- Monitored the daily operations of the production team, providing guidance and support as needed.
- Ensured that all safety policies and regulations were followed in accordance with company standards.
- Maintained accurate records of production data such as labor costs, output, and quality control results.
- Trained new employees on proper use of equipment, safety procedures, and job functions.
- Conducted regular meetings with staff to discuss progress and address any issues or concerns.
Life Insurance Department Assistant
SEGUROS ORINOCO
CARACAS , Distrito Capital
01.1969 - 01.1971
- Created detailed reports to help track and analyze departmental performance.
- Managed daily operations, including scheduling meetings and coordinating resources.
- Provided administrative support for staff members, such as creating presentations and organizing documents.
- Processed invoices related to department activities.
Life Insurance Department Assistant
SEGUROS LA SEGURIDAD
CARACAS
01.1969 - 01.1969
- Managed daily operations, including scheduling meetings and coordinating resources.
- Created detailed reports to help track and analyze departmental performance.
- Provided administrative support for staff members, such as creating presentations and organizing documents.
Life Insurance Department Assistant
PANAMERICANA DE VENEZUELA
CARACAS
01.1967 - 01.1969
- Assisted in the preparation of departmental budgets and tracked spending.
- Managed daily operations, including scheduling meetings and coordinating resources.
- Provided administrative support for staff members, such as creating presentations and organizing documents.
Education
Some College (No Degree) -
INSTITUTO UNIVERSITARIO DE SEGUROS
VenezuelaSkills
- Underwriting expertise
- Client relations expert
- Customer advocate
- Relationship development skills
- Financial Planning
- Commission-based sales experience
Personal Information
- Place of Birth: CARACAS - VENEZUELA
- Date of Birth: 04/13/47
- Marital Status: Married
Certification
- Insurance Theory, Personal Insurance, General Lines Insurance, Transportation, Financial Mathematics, Reinsurance, Insurance Accounting, completed at INSPROSEG - Caracas
- Basic Management Course, conducted by LIMRA
- Seminar for Executive Development and Agency Management, conducted by LIMRA
- Market Research – IESA Caracas
- Risk Management and Reinsurance, completed at Logos International
- Risk Selection, Personal Insurance (USA Lincoln National Life Insurance, Swiss Reinsurance and Munich Reinsurance)
- Venezuelan College of Insurance Brokers Conferences, Participant and Speaker
Languages
Spanish
Native/ Bilingual
Accomplishments
- President for Several Terms of the Demócrata Sport Club and San Cristóbal Tennis Club
- Current President of the Savings Fund for Insurance Brokers of Seguros Los Andes
Timeline
Insurance Broker
SEGUROS LOS ANDES, MAPFRE, CARACAS, CONSTITUCION, CATATUMBO
01.2001 - Current
Vice-president of Insurance Operations
SEGUROS LOS ANDES, C.A.San Cristobal
01.1977 - 01.2001
Life Insurance Company Production Manager
LA VENEZOLANA DE VIDA
01.1971 - 01.1977
- Insurance Theory, Personal Insurance, General Lines Insurance, Transportation, Financial Mathematics, Reinsurance, Insurance Accounting, completed at INSPROSEG - Caracas
- Basic Management Course, conducted by LIMRA
- Seminar for Executive Development and Agency Management, conducted by LIMRA
- Market Research – IESA Caracas
- Risk Management and Reinsurance, completed at Logos International
- Risk Selection, Personal Insurance (USA Lincoln National Life Insurance, Swiss Reinsurance and Munich Reinsurance)
- Venezuelan College of Insurance Brokers Conferences, Participant and Speaker
Some College (No Degree) -
INSTITUTO UNIVERSITARIO DE SEGUROS
Life Insurance Department Assistant
SEGUROS ORINOCO
01.1969 - 01.1971
Life Insurance Department Assistant
SEGUROS LA SEGURIDAD
01.1969 - 01.1969
Life Insurance Department Assistant
PANAMERICANA DE VENEZUELA
01.1967 - 01.1969
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