LELIS MOTT
Pineville,NC
Summary
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals. Fluent in both English and Spanish. Seasoned in consistently achieving record-high customer satisfaction rankings while simultaneously improving bottom lines and resolving underperforming operations.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Life Insurance Analyst
Truist Life Insruance Services
Charlotte, NC
11.2023 - 07.2024
- Collaborated with agents and case managers to acquire necessary requirements towards expediting case processing.
- Assisted agent in application process when needed.
- Obtained client requirements to enhance underwriting and policy placement proactively, ensuring efficiency.
- Ensured effective communication between clients and agents to enhance overall client satisfaction.
- Supported agents by obtaining necessary illustrations from case design or carrier.
Life Insurance Agent
Truist Life Insurance Services
Charlotte, NC
06.2016 - 11.2023
- Exceeded annual sales targets by 30% consistently.
- Assisted clients with the application process and provided continuous underwriting support.
- Built and nurtured client relationships, gaining valuable insights into their insurance requirements, and tailoring customized life insurance solutions.
- Conducted comprehensive insurance needs assessments and delivered detailed explanations on policy options, coverage, and benefits to clients.
- Collaborated with underwriters to streamline the underwriting process and ensure prompt policy issuance.
- Provided ongoing client support by addressing policy-related inquiries, processing claims, and conducting policy reviews to ensure satisfaction and coverage adequacy.
Sales Support Associate
Truist Life Insurance Services
Charlotte, NC
01.2016 - 06.2016
- Handled 50+ referrals daily from bank partners regarding life insurance inquiries.
- Scheduled client meetings to address specific life insurance requirements with an agent.
- Ensured customer satisfaction through providing support for customer service and account management activities.
- Managed and processed insurance applications for sales agents, ensuring smooth processing set up.
- Tracked and recorded all daily client interactions using Salesforce for efficient monitoring.
Store Manager
Pure Retail Group
Charlotte , NC
01.2011 - 01.2016
- Lead the daily operations of a fast-paced retail store, including management and coaching of a diverse team in providing high quality customer service to all clients
- Effectively process daily merchandise shipments for sales floor inventory and stockroom placement
- Consistently achieve and maintain productivity goals while simultaneously reducing expenditures by reviewing financial statements, sales and activity reports and other performance data
- Successfully secure continuous growth through stock and seasonal product management
- Systematically plan, organize and manage important promotional events to ensure on-time delivery
- Create and implement innovative sales floor presentations to the highest corporate standards through coaching
- Routinely promote the highest standards of in-store training, product knowledge and on-the-job coaching
- Execute loss prevention initiatives and activities in accordance with the stock loss action plan.
Field Support Services
Acn, INC.
Concord, NC
07.2012 - 09.2013
- Delivered customized trainings to independent business owners in support of their products, services and website troubleshooting
- Effectively ensured high levels of customer support by providing empathetic and courteous customer service in a swift and accurate manner and in accordance with corporate policies and procedures
- Successfully retained customers and resolved problems by providing first level in-bound telephone and accurately troubleshooting, investigating and resolving all customer questions and product challenges
- Assisted in the calculations of independent business owner commissions on a weekly and monthly basis.
Bank Teller
Wells Fargo
Charlotte, NC
01.2012 - 08.2012
- Assisted bank clients in completing transactions in a friendly, professional and efficient manner
- Processed checks and cash for deposit by verifying amounts and checking for transaction accuracies
- Accurately entered customer transactions into a database in order to record transactions and issue receipts
- Counted clear currency, coins and checks received either by hand or via a currency counting machine prior to shipments to branch banks or the Federal Reserve Bank
- Consistently met or exceeded sales and referral goals by selling various products and services that met unique customer banking needs
- Swiftly addressed and resolved customer questions or concerns in an effort to achieve positive satisfaction.
Education
Associate Degree in Information Technology -
University of the Americas Lima
LimaCentral Piedmont Community College
Piedmont, NCSkills
- Strong sales and negotiation skills
- Team Leadership
- Goal Oriented focus in customer satisfaction and retention
- Problem Solving
- Proficient in CRM software and Microsoft office suite
- Customer Engagement
- Operational Management
- Excellent communication and interpersonal abilities
Certification
- Licensed Life and Health Insurance NC
- Licensed Long Term Care NC
Languages
English
Professional
Spanish
Professional
Timeline
Life Insurance Analyst
Truist Life Insruance Services
11.2023 - 07.2024
Life Insurance Agent
Truist Life Insurance Services
06.2016 - 11.2023
Sales Support Associate
Truist Life Insurance Services
01.2016 - 06.2016
Field Support Services
Acn, INC.
07.2012 - 09.2013
Bank Teller
Wells Fargo
01.2012 - 08.2012
Store Manager
Pure Retail Group
01.2011 - 01.2016
Associate Degree in Information Technology -
University of the Americas Lima
Central Piedmont Community College