Customer Service Sales

Bruce McLeod

856-***-**** *** Shreve Ave. Barrington, NJ

***** ********@***.***

MANAGER OF ORIGINATIONS

Client Relations ~ Negotiations ~ Business Development ~ Case Management ~

Sales

Dynamic and results orientated professional with successful track record in

the insurance industry including: life and P&C insurance sales, life

settlements and premium finance. Outstanding communication, networking,

selling, customer service and negotiation skills. Proven expertise in

working in B2B and B2C environments.

PROFESSIONAL EXPERIENCE & ACHIEVEMENTS

Steven Singer Jewelers, Phila. Pa.

2013 - Current

Diamond Sales - Meet with clients to educate and assist in making the

purchase of Diamonds that work within their budget

Mid-Atlantic Financial. Moorestown, NJ

2004 - 2013

Manager of Originations: Supervisor for a financial services company with

$120M in assets and two subsidiaries in the life settlement and premium

finance industries.

. Supervise case manager staff to ensure all workflow was handled in

accordance with Company's policies and procedures.

. Conduct bi-weekly origination meetings to discuss open cases and

provided guidance in respect to current market offers and presenting

the Company's offers to purchase.

. Review key operational reports (daily intake, rejected cases,

incomplete cases, open bids, etc) to ensure case mangers were

following up and completing cases in a timely manner.

. Manage caseload of approximately 100 cases per month in accordance

with Company procedures to ensure broker bid deadlines were being met.

. Lead efforts to generate new business through marketing initiatives

such as targeted cold calls, email campaigns, attendance at industry

trade conventions, and generating new referrals from existing network

sources.

. Manage relationships with existing network of brokers and agents to

ensure expectations were being properly met.

. Coordinated submission requirements with all new brokers to ensure

conformity of case submissions.

Mid-Atlantic Financial. Moorestown, NJ

April 2001 - 2004

Originator: Originator for a life settlement provider purchasing unwanted

life insurance policies from seniors for capital sources and own portfolio.

. Led efforts to expand Company's network of broker and agents by 250%

thru various marketing initiatives, which significantly increased case

submissions.

. Responsible for managing a case load of 150 to 250 cases per month and

ensuring conformity with eligibility requirements, broker deadlines

and Company's procedures.

. Updated case management system to ensure accuracy of case data and

system reports.

. Coordinated verification of coverage (VOC) and in-force illustration

requests with insurance carriers to facilitate use by pricing

department.

. Prepared and negotiated offers with emphasis on maximizing origination

fees earned by Company.

. Assisted closing department in obtaining executed purchase agreements

and policy documentation from brokers to complete file.

BRUCE McLEOD ( PAGE 2

609-***-**** ( ********@***.***

Five Star Leasing. Levittown, PA

November 1989 - April 2001

Partner: Operated an audio and video equipment leasing company with a

servicing and repair segment to a diverse customer base including: schools,

hospitals, and retail stores.

. Oversaw all aspects of the business operations including: inside

sales, account servicing, and customer billing.

. Managed parts inventory for the repairs and servicing of equipment

through a network of supply vendors.

. Produced strong account retention rates by providing a high level of

customer service to 30 business accounts.

Prudential Insurance Co. Huntingdon Valley, PA

June 1986 - November 1989

Sales Manager: Sales manager for a staff of 10 insurance agents selling

life, health, automobile and homeowners insurance thru a district sales

office.

. Trained and managed staff in all aspects of selling techniques such

as: prospecting of new clients, setting appointments, insurance needs

analysis, soft skills, closing and account management.

. Motivated and assisted agents in meeting monthly production goals.

. Accompanied agents on appointments and provided mentoring and sales

assistance which resulted in higher close ratios.

Worked with agents to develop prospecting leads and ensured agents set

the required number of appointments on a weekly basis.

Identified and recruited prospective insurance agents and assisted in

the screening and hiring process.

Prudential Insurance Co. Huntingdon Valley, PA

November 1983 - June 1986

Insurance Agent: Represented a full line of life insurance and property

and casualty products, serving as a trusted advisor to businesses and

individuals.

Implemented sales plans and managed all phases of the sales cycle-from

prospecting to close and follow-up support.

. Developed new business opportunities through various marketing

techniques such as cold calls, referrals, direct mailing campaigns,

and neighborhood prospecting.

. Managed a debit book for an assigned territory and serviced, reviewed

and analyzed policies with strong emphasis on customer service and

retention.

. Consistently ranked as top 20% producing agent in the office.

LICENSES & ACHIEVEMENTS

. Active Life & Health Producer License in the state of New Jersey

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