Marcus C. McLane ChFC©, CLU©

Experience

• 

  Ohio National Financial Services

  Sept 2007 - Sept 2013

  Managed the relationships between internal and external stakeholders by consistently, and creatively, aligning the objectives of our field representatives with the goals of senior leadership. Strategically networking with all key stakeholders involved in distributing insurance products through the independent producing agent channel. Improved internal work flow by creating cross-functional partnerships pioneering a transition to a Matrix organizational structure. Initiated training on advanced life insurance concepts and promoted the value proposition of the company. Tracked and managed new business from application to delivery quickly managing any conflict between stakeholders and escalating to senior management when necessary. Trusted resource for new hires on product, processes, and training. Show less Provided life insurance sales support in a call center environment to national field force. Primary responsibilities included case design, product training, troubleshooting new business issues, competitive analysis, and training agents on company procedures. Mentored and trained new hires. Available resource to assist fellow team members when assisting agents with complex cases. Partnered with three external wholesalers building a strong regional team that exceeded company sales goals. Involved in many internal projects leveraging cross-departmental relationships to streamlined new business work flow. Trusted resource for other departments when information was needed regarding new life insurance sales. Show less

  • Marketing Associate | Producing General Agent Distribution Channel

    May 2010 - Sept 2013

  • FASTeam

    Sept 2007 - May 2010
• 

  Transamerica

  May 2015 - Dec 2015

  Regional Vice President

  Developed strategic sales plan focused on recruiting and developing new independent producing general agents. Managed and retained existing client relationships by conducting site visits to showcase the breadth of available products and provide ongoing sales training. Worked collaboratively with other distribution channels to bring added value increasing revenue and maximizing joint efforts. Effectively utilized Salesforce and other online tools directing marketing efforts to targeted segments. Managed expense budget and produced reports of all sales activity holding weekly phone conferences with senior management. Acted as the liaison between the field and the home office quickly to ensure effective communication and problem resolution. Show less

• 

  Penn Mutual

  Mar 2016 - Nov 2016

  Marketing Representative

  Worked collaboratively with internal and external stakeholders to build and cultivate relationships within the brokerage distribution channel. Identified target producers and cold-called setting a minimum of nine appointments per week. Maintained and documented database of all communications in Smart Office assisting internal stakeholders manage targeted marketing efforts. Educated and trained targeted producers about the company's value proposition and partnered with external sales specialists on web based and face-to-face training. Collaborated with local producers and presented on company products at sales seminars. Responsible for all regional customer service needs and partnered with key internal stakeholders to resolve complex issues in a timely manner. Managed three external specialists' calendars and appointment scheduling. Show less

• 

  LexisNexis

  Mar 2017 - Aug 2017

  Sales

  In my position at LexisNexis®, I consult with 1 & 2-attorney law firms in Virginia to provide customized and cost-effective legal research and workflow solutions. With tools for both litigating and transactional attorneys, I am able to assist in finding new ways to become more efficient and cost-effective in my customers' legal practice to help better-serve their clients.Please don't hesitate to contact me directly:Marcus.mclane@lexisnexis.com(937) 247-1016LexisNexis® is a leading global provider of content-enabled workflow solutions designed specifically for professionals in the legal, risk management, corporate, government, law enforcement, accounting, and academic markets. LexisNexis originally pioneered online information with its Lexis® and Nexis® services. A member of Reed Elsevier, LexisNexis serves customers in more than 100 countries with more than 15,000 employees worldwide.Through the integration of information and technology, LexisNexis uniquely unites proprietary brands, advanced Web technologies and premium information sources. Across the globe, LexisNexis provides customers with access to billions of searchable documents and records from more than 45,000 legal, news and business sources.To help customers win in their own marketplace, LexisNexis delivers Total Solutions—innovative products and services to address specific customer needs in order to improve productivity, increase profitability and stimulate growth.Through risk and analytics solutions to assess risk, the company helps professionals verify identity, prevent fraud, comply with legislation, facilitate and secure commerce and support law enforcement and homeland security initiatives. Show less

• 

  Self-Employed

  Apr 2019 - now

  Insurance Broker