Donna Lappetito-McIntosh
Paychex Insurance Agency
Penfield,NY
1
Certification
19
years of professional experience
Strategic Employee Benefits professional with 20+ years of experience advising small, mid-market and large employer groups on medical, dental, vision, life, disability, wellness, and ancillary benefits. Proven success managing complex client portfolios, negotiating carrier renewals, analyzing claims data, reducing healthcare costs, ensuring ERISA and ACA compliance, and building long-term client relationships.
Work History
Field Major Account Manager
8 Years 6 Months- Manage a portfolio of large employer accounts while serving as a trusted strategic advisor.
- Analyze claims utilization and benefit plan performance to identify cost-saving opportunities.
- Lead annual carrier renewal negotiations to secure competitive pricing and improved benefits.
- Partner with HR leaders to develop customized employee benefit strategies.
- Ensure compliance with ERISA, ACA, and regulatory reporting requirements.
- Coordinate open enrollment meetings and employee education sessions.
- Develop strong partnerships with carriers and third-party administrators.
Senior Account Manager
5 Years- Managed benefit programs for mid-sized and large employer groups.
- Directed renewal strategy and benefits implementations.
- Strengthened client retention through exceptional service and consultative support.
- Worked closely with carriers and employer leadership to deliver tailored solutions.
Small and Mid-Sized Group Account Manager
11 Years 2 Months- Provided expert oversight for the approval and renewal of medical, dental, vision, life, and disability group plan companywide, ensuring comprehensive and competitive benefit offerings for employees.
- Boosted overall client satisfaction by collaborating effectively with office producers to address clients' service requirements, such as managing educational documents and resolving claims issues promptly.
- Successfully managed new business development initiatives and nurtured client relationships based on trust, clear communication, and a professional approach, contributing to long-term client retention and satisfaction.
Skills
Employee Benefits Consulting
Large Group Account Management
Client Relationship Management
Benefits Strategy & Design
Renewal Negotiations
Carrier Relations
Claims Analysis
Cost Containment
Wellness Programs
ERISA & ACA Compliance
Open Enrollment
Self-Funded Plans
Financial Analysis
Employee Communications
Cross-Functional Collaboration
Customer Retention
Certification
- New York State Life, Accident & Health License
- Non-Resident LAH Licenses: GA, NC, SC, TN, FL
- Group Benefits Disability Specialist (GBDS)
- Medicare Training
- New York State Partnership Long-Term Care Insurance License
- Thatch ICHRA SME Certification - In Process
Timeline
Field Major Account Manager
Paychex Insurance Agency
01.2018 - CurrentRead More
Senior Account Manager
Key Insurance & Benefits Services (KeyBank)
01.2013 - 01.2018Read More
Small and Mid-Sized Group Account Manager
American Portfolios
03.2007 - 05.2018Read More