Nancy Mcintosh Email and Phone Number

Provided complete oversight for a large book of business including loss sensitive and captive insurance programs. Acted as Insured’s risk manager. Completed risk analyses, marketing strategies and proposal presentations. Reviewed legal contracts. Provided recommendations for certificate requirements and coverage placement. Extensive client and market interaction using years of experience as an underwriter, risk manager, broker & agent.

Oversee the Commercial Lines Department. Book of business includes pizza franchises, real estate, energy and construction accounts. Coordinate service needs with staff. Manage market relationships. Work directly on the complex accounts. Complete risk analyses, marketing strategies, proposal presentations, coverage placements, contract and policy reviews. Meet regularly with clients to review service goals, identify changes in exposures and business objectives. Assist clients with claims… Show more Oversee the Commercial Lines Department. Book of business includes pizza franchises, real estate, energy and construction accounts. Coordinate service needs with staff. Manage market relationships. Work directly on the complex accounts. Complete risk analyses, marketing strategies, proposal presentations, coverage placements, contract and policy reviews. Meet regularly with clients to review service goals, identify changes in exposures and business objectives. Assist clients with claims and loss control. Oversee account receivables and payables. Acquire new business and present additional coverage options. Revenue increased 40%. Show less

Worked on a large book of business that included complex real estate, construction and various other types of businesses for large and medium line accounts. Performed all aspects of account oversight and account management duties for new and renewal business including risk analysis, submission preparation, marketing, coverage placement, contract and policy reviews. Analyzed client programs, recommended improvements and enhancements. Prepared and presented proposals. Handled complex contract… Show more Worked on a large book of business that included complex real estate, construction and various other types of businesses for large and medium line accounts. Performed all aspects of account oversight and account management duties for new and renewal business including risk analysis, submission preparation, marketing, coverage placement, contract and policy reviews. Analyzed client programs, recommended improvements and enhancements. Prepared and presented proposals. Handled complex contract reviews, accounting and claim issues. Oversaw and trained account analysts. Extensive client and market interaction. Show less

Worked on a large book of business that included large public entities (schools, counties, and cities), higher education, construction and real estate accounts. Performed all aspects of account oversight on all property and casualty lines of coverage. Mentored junior account executives and representatives. Prepared and coordinated the RPF process for new business. Oversaw all account management duties for new and renewal business including risk analysis, submission preparation, marketing… Show more Worked on a large book of business that included large public entities (schools, counties, and cities), higher education, construction and real estate accounts. Performed all aspects of account oversight on all property and casualty lines of coverage. Mentored junior account executives and representatives. Prepared and coordinated the RPF process for new business. Oversaw all account management duties for new and renewal business including risk analysis, submission preparation, marketing, coverage placement, contract and policy reviews, accounting and preparation and presentation of proposals. Worked closely with other departments to place professional, management liability, international and environmental coverage. Extensive client and market interaction. Show less

Performed all aspects of account management for large and medium line accounts including manufacturing, real estate and construction. Analyzed client programs, recommended improvements and enhancements. Informed and educated clients about exposures, coverages and exclusions. Prepared insurance specifications, market analysis reports, coverage analysis reports and loss summaries. Handled new and renewal business marketing (risk analysis, submission preparation, market selection and… Show more Performed all aspects of account management for large and medium line accounts including manufacturing, real estate and construction. Analyzed client programs, recommended improvements and enhancements. Informed and educated clients about exposures, coverages and exclusions. Prepared insurance specifications, market analysis reports, coverage analysis reports and loss summaries. Handled new and renewal business marketing (risk analysis, submission preparation, market selection and negotiations and coverage placement). Verified the accuracy of all policies and requested necessary corrections from carriers. Handled complex audits, contract reviews and accounting issues. Maintained and updated policy information utilizing the TAM automation system and excel spreadsheets. Extensive client and market interaction Show less

Performed risk analysis and provided insurance requirements for vendors, tenants, contractors and public entities requesting access onto Metra property and gave final insurance approval. Reviewed contracts and agreements for risk and loss exposures. Analyzed Metra’s insurance needs, made coverage recommendations, and reviewed all policies and endorsements for accuracy. Worked with other departments to gather information and prepare documentation for policy submissions. Worked with insurance… Show more Performed risk analysis and provided insurance requirements for vendors, tenants, contractors and public entities requesting access onto Metra property and gave final insurance approval. Reviewed contracts and agreements for risk and loss exposures. Analyzed Metra’s insurance needs, made coverage recommendations, and reviewed all policies and endorsements for accuracy. Worked with other departments to gather information and prepare documentation for policy submissions. Worked with insurance brokers and carriers including international to place coverage including property, casualty, railroad protective, management liability, professional liability and environmental. Oversight of accident investigations, documentations and communications for claiming injury, illness or property damage. Oversaw certificate tracking, file maintenance, loss notifications and loss recoveries with brokers and carriers. Trained and supervised two insurance specialists. Interacted closely with all levels of management and the public on various risk management issues. Show less

Client Advocate for a large property and casualty book of business for risk management accounts including large public entities, real estate, aviation, manufacturing, fine arts and special events. Worked closely with high profile clients. Performed all aspects of account oversight and management for new and renewal accounts including risk analysis, submission preparation, marketing including international markets, coverage placement, contract and policy reviews, accounting, claims and loss… Show more Client Advocate for a large property and casualty book of business for risk management accounts including large public entities, real estate, aviation, manufacturing, fine arts and special events. Worked closely with high profile clients. Performed all aspects of account oversight and management for new and renewal accounts including risk analysis, submission preparation, marketing including international markets, coverage placement, contract and policy reviews, accounting, claims and loss control, proposal and stewardship report preparations and presentations. Met regularly with clients to review service needs and identify products and pricing that fit the clients’ needs and business objectives. Acquired new business, presented additional coverage options (i.e. Crime, D&O, EPLI, professional liability, environmental, etc.) and oversaw the RFP process by coordinating response with other team members and preparing, writing and presenting proposals. Supervised and trained account managers, claims managers, risk analysts. Extensive client and market interaction. Show less

Client Advocate for property and casualty book of business for risk management accounts including large public entities and aviation. Performed all aspects of account oversight and management including risk analysis, submission preparation, marketing including international markets, coverage placement, contract and policy reviews, claims and loss control, accounting, proposal preparations and presentations. Acquired new business, presented additional coverage options and coordinated and… Show more Client Advocate for property and casualty book of business for risk management accounts including large public entities and aviation. Performed all aspects of account oversight and management including risk analysis, submission preparation, marketing including international markets, coverage placement, contract and policy reviews, claims and loss control, accounting, proposal preparations and presentations. Acquired new business, presented additional coverage options and coordinated and worked on the RFP process. Extensive client and market interaction. Show less

Maintained a property and casualty account portfolio of risk management accounts including large public entities, real estate, aviation, manufacturing, fine arts and special events. Performed account management duties on all phases of new and renewal business including risk analysis, submission preparation, marketing, preparing and presenting proposals, coverage placement, contract and policy reviews, accounting issues, claim and loss control oversight,. Worked on new business by assisting in… Show more Maintained a property and casualty account portfolio of risk management accounts including large public entities, real estate, aviation, manufacturing, fine arts and special events. Performed account management duties on all phases of new and renewal business including risk analysis, submission preparation, marketing, preparing and presenting proposals, coverage placement, contract and policy reviews, accounting issues, claim and loss control oversight,. Worked on new business by assisting in the RFP process. Supervised and trained account managers. Extensive client and market interaction. Show less

Assisted in making sure all of the premises were properly insured for all property and casualty coverages. Department resource for various insurance/real estate issues. Requested and reviewed certificates of insurance from contractors/vendors. Completed submissions for insurance broker and carriers. Worked closely with the engineering, environmental and legal departments in helping to prepare and administer the proper documents and surveys for real estate closings. Researched and abstracted… Show more Assisted in making sure all of the premises were properly insured for all property and casualty coverages. Department resource for various insurance/real estate issues. Requested and reviewed certificates of insurance from contractors/vendors. Completed submissions for insurance broker and carriers. Worked closely with the engineering, environmental and legal departments in helping to prepare and administer the proper documents and surveys for real estate closings. Researched and abstracted data for projects and reports. Show less