Patrick McIntyre
Chester
Summary
Strategic placement specialist with expertise in pricing analysis and client management. Navigates the sales life cycle to secure new business and retain clients while exceeding expectations. Delivers data visualization and fosters team collaboration in turn driving growth and enhancing client relationships in competitive markets.
Overview
1
1
Certification
5
5
years of professional experience
Work History
Senior Placement Representative
Marsh
New York
04.2024 - Current
- I am the Lead broker for 30+ accounts with an annual premium spend exceeding $10 million.
- Currently engaged with a prospect to assume the role as broker of record. Account is projected to generate over $1 million annually for Marsh.
- Partnered with a PE sponsor to merge 5 separate portfolio companies into a consolidated master program, achieving more than $250k in annual premium savings.
- Excelled in RFP processes for new business and defensive strategies.
- Collaborated with software development team to launch co-participation feature within proprietary invoicing systems, streamlining invoicing for syndicated capacity from London and MGAs.
- Conducted diligence for private equity-backed portfolio companies, providing pricing analysis/roll in costs and coverage assessments.
- Performed red flag reviews to identify coverage gaps and recommend program enhancements.
Consultant - Corporate Employee Benefits
NFP
Warrington
02.2023 - 07.2023
- Coordinated strategic planning meetings with C-Level leadership to define open enrollment strategies and proposed coverage changes, aligning stakeholder expectations.
- Assisted senior consultants with communications, compliance, and renewal processes for assigned books of business, enhancing overall client service.
- Worked proactively to maintain relationships with carrier and client contacts while adding altered perspectives within meetings and calls.
- Created and updated benefit guides to ensure the client resources and communications are up to date prior to and following open enrollment.
- Engaged with carriers and vendors from medical, dental, and vision companies during weekly meet and greets to build relationships and stay informed on market changes.
- Reviewed benefit plan summaries, certificates, and carrier contracts for accuracy.
- Reviewed and interpreted plan rules to ensure compliance and accuracy with plan documents and summary plan descriptions.
Account Representative
USI Insurance Services LLC
Florham Park
07.2021 - 06.2022
- Acted as the broker between the service provider (carrier) and the client with a 94% client retention rate.
- Maintained both local and national client accounts within a book of business of approximately five million in premium.
- Initiated renewal process 180 days prior to policy termination, generating submissions for remarketing.
- Responded promptly to client requests for certificates and evidence of insurance.
- Reviewed all policies for accuracy post issuance.
- Updated and maintained database management systems in Sagitta and ImageRight.
Education
BS - Business Administration, Risk Management and Insurance
Haub School of Business
Philadelphia, PA05.2021
Skills
- Tableau and MS Office
- Claude Code Obsidian
- Pricing analysis
- Client management
- Team collaboration
- Lead generation
- Sales support
- Growth strategy
- Market analysis
- Data visualization
Certification
New Jersey Certified Property & Casualty Producer, 3002780166
Leadership And Activities
- Lambda Chi Alpha - Phi Lambda Chapter, Executive Board; Social Chair, SJU, PA
- Relay for Life, Team Captain, Chester, NJ, Led a team of 20+ members through multiple rounds of fundraising
- Intramural Basketball Coach, Chester, NJ, Developed and mentored 5th-8th grade boys
- GIS (Risk Management, Insurance and Actuarial Science Fraternity), SJU, PA, Collaborated with students sharing a mutual interest in the Risk Management and Insurance industry
Coursework
- Finance
- Property & Casualty
- Business Statistics/Analytics
- Information Systems
- Underwriting
- Corporate Risk Mgmt.
- Micro/Macroeconomics
- Principles of Marketing
- Accounting
- Law & Cyber Liability
- Legal Environment of Business
- Pharmaceutical Marketing
Timeline
Senior Placement Representative
Marsh
04.2024 - Current
Consultant - Corporate Employee Benefits
NFP
02.2023 - 07.2023
Account Representative
USI Insurance Services LLC
07.2021 - 06.2022
BS - Business Administration, Risk Management and Insurance
Haub School of Business