Patrick Q.

Chance
AAM, AIM, AIC

Frisco, TX 75035
(860) 478-2494
quinin@yahoo.com
www.linkedin.com/in/patrickqchance

Accomplished and versatile Big 4 and management professional with extensive knowledge and expertise in business
enterprise operations and information technology transformation. Innovative leader focused on increasing profitability
through business process improvement, selection and implementation of game-changing technology that achieves positive
bottom-line results and reduces costs in complex public and private sector organizations.
Selected Accomplishments
Senior Program Director for successful multi-phase implementation of health plans into one of the nations 1st Health
Benefit Exchange environments, expeditiously on-boarding 80+ business operations and technology stakeholders for
successful launch of partner states health insurance exchange for $100B+ US Health Carrier
Subject Matter Lead and Manager for readiness assessment and testing for one of the P&C industrys largest Domestic
and Canadian business operations and system environments that addressed compliance deficiencies in Primary, Financial
and P&C Severity lines of business
Project Manager and Lead Business Systems Analyst for operational and technology initiative that eliminated 75%+ of
paper processing by enhancing administrative management system, resulting in increased cost containment by 20%+ for
$3B+ Workers Compensation Carrier
Subject Matter Expert in review and validation of legacy system migration to new technology platform, identifying
options to support $2B+ Specialty Line book of business across core system functionalities, impact to infrastructure and
organization, as well as, considerations in technology, change management and training of human capital

Areas of Expertise
Healthcare Payer Industry Expertise: Health Insurance/Benefits Exchanges/Portals, Healthcare Reform (PPACA/ACA),
Payer Administration Operations and Systems, Payment Integrity (Fraud, Waste, and Abuse), Mobile Technology Market and
Vendor Evaluation/Selection
Property & Casualty (P&C) Industry: Policy Administration, Underwriting and Reinsurance, National Claim Administration
and Risk Management Programs, Productions and Operations Measurement and Management, Technology/Software Solution
Market and Vendor Evaluation/Selection, Systems and Information Technology (IT) Management, Merger & Acquisition
(M&A) Target IT Assessment, Sarbanes Oxley Readiness Examination and Testing, Advanced and Predictive Analytics
Program Management & Leadership: PMO Development/Governance, Project Planning (Budget, Milestones, Tasks,
Timelines), Risk Management and Issue Tracking, Conflict and Resource Management
Business Systems Analysis: Cost Benefit Studies, Business Process Mapping/Industry Prints, RFI/RFP Development and
Proposal Evaluation/Scoring, Soliciting/Documenting Requirements and Regulatory Impact Analysis
Industry Sector Experience: Commercial Health Plans, Not-For-Profit/Non-Profit Health Plans, Medicaid, 3rd Party Liability,
Fraud, Waste and Abuse, Workers Compensation, Property and Casualty
Client Industries: Financial Services, Healthcare, Government, Public Transportation, Media and Telecommunications,
Automobile Manufacturing, Agriculture and Food Production Processing, Department and Wholesale Retail, Technology and
Software, Venture Capital, Workforce Solutions and Restaurant

C ORE C OMPETENCIES

Business Development
Revenue Growth
Cost Reduction Initiatives
Process Improvement
Technology Implementations
Program/Project Management
Regulatory Compliance
Strategic Planning
Executive Reporting

Data Management
Business Intelligence
Industry Print Design
Claims & Risk Management
RFP/RFI Coordination
COTS Evaluations
Management Consulting
Business Case Development
Agile Methodology/Scrum

SDLC & System Testing

Requirements Solutions Analysis
Predictive & Advanced Analytical Models
Business Systems Enhancement
Underwriting & Policy Administration
Information Technology Assessment
Talent Development & Training
Proposals, Contracts & Negotiations
Risk Management Information Systems

I NFORMATION T ECHNOLOGY M ANAGEMENT & A SSESSMENT

Software / Products: SAP for Insurance, SAP Occupational Health & Safety, Business Objects, Cognos, SAS; reviewed,
evaluated and facilitated selection of numerous insurance, risk and financial solutions
Development Tools / Languages: Microsoft (MS) Front Page/Web Expressions, MS Access, IBM Websphere, COBOL MVS /
CICS, Centura, MS .NET / VB.NET / ASP .NET Web Services, Classic ASP, Oracle Forms and Reports, SQR, Pro*C, PL/SQL,
AppWorx, C#, CSS, Java/Java Script/Java with Tomcat, Macromedia Cold Fusion, TIROS Architecture JAVA and BEA WebLogic
and MS DOS Basic
Hardware / Operating Systems: IBM Mid-Range and Mainframe Environments, OS-390 MVS Mainframe, AS/400, RS/6000,
MS 2000/XP, UNIX AIX, WIN, OS/400, HP UNIX, MS DOS and Linux
Middleware / Databases: MS SQL Server, dbaseIII, Pervasive Btrieve, DB2, Informix and Oracle 8i/9i/11g
Project Management / General Tools: MS Office Suite, Rally, JIRA, HP Application Lifecycle Management (HP ALM), MS
Project and Access, Lotus / Lotus Notes, SharePoint, EMC Documentum eRoom.net, GSSWeb (Global Staffing SystemWeb),
GroupShare Program Management and Tracking Software

P ROFESSIONAL E XPERIENCE

UNITEDHEALTH GROUP (Optum Consulting), Dallas, TX

Associate Director | Program Project Management, 2010-Present
Managing Director providing Program and Project Management (PMO) leadership and Subject Matter Expertise (SME) in
business operation productivity improvements, regulatory compliance and technology implementations
Establishes enterprise program management frameworks and organizational structure to address operational,
technology and regulatory complexities in diverse matrix environments
Provides leadership and overall management to geographically diverse stakeholders in various business operational
departments, segments and technology units
Healthcare & Payer Accomplishments
Specialist Leader for multiple work-tracks involving a successful State Health Benefit Exchange portal technology
solution replacement and re-launch for 2015 Affordable Care Act (ACA) Open Enrollment
Subject Matter Expert and Business Process Leader for design and development of new case management system for one
of the largest fraud, waste, and abuse (payment integrity) operations in the industry
Senior Project Manager for evaluation of mobile applications and custom technology supporting health plan members
with access to pharmacy benefit information and selection of pharmacies based on prescription cost and location
Managing Director for new health plan carrier in development of successful qualified health plan proposal for largest
state-run health benefit exchange in the country
DELOITTE & TOUCH LLP/DELOITTE CONSULTING LLP, Chicago, IL/Hartford, CT
Specialist Master | Program Project Management, 2000-2009
Provided subject matter expertise and industry leading practices to clients that enhanced strategic, tactical, and
operational efforts to improve business results, compliance and performance of technology investments
Supported service line business development and sales activities averaging $3MM+ and managed revenue of
approximately $1MM+ on annual basis
Performed performance reviews of junior and senior consulting staff involved with internal project and client
engagements that identified talent development opportunities to support professional and personal growth
Production and Operations Management Accomplishments
Project Lead for development of business requirements related to layoff, placement and set-up of treaty and facultative
reinsurance imbedded within underwriting operations of various profit centers, supervising performance of reinsurance
treaty analysis with 346 reinsurance treaties reviewed and analyzed
Project Manager for team of senior level managers and consultants in identification of opportunities to incorporate best
practices in claim handling processes, jurisdictional compliance and licensing issues impacting current operation of a
$476B+ revenue generating global retail organization with large in-house claim administration operation
Specialist Lead for state Medicaid program stabilization and transformation engagement
o Evaluated data from internal and external sources of third party liability operating, recovery and system models
o Developed business case analysis, key findings and recommendations to guide executive decision-making to
appropriately source third party liability operating, recovery and system models
o Performed external analysis on innovative techniques, strategic operational and system approaches used to
prevent/detect fraud and abuse

Patrick Q. Chance | (860) 478-2494 | quinin@yahoo.com

Systems and IT Management Accomplishments

Project Lead for interviews and surveys that identified risk management data consolidation opportunities for newly
integrated federal government department consisting of 22 legacy agencies with 180,000+ employees
PMO Manager for oversight of external third-party vendors delivery and testing of web-based risk management and
business intelligence information system modules for an international fire and marine insurance company
o Initiated project management quality control checkpoints, identifying gaps and corrective actions in vendor delivery
Implementation Manager for reinsurance system within 14-week time frame for new Hamilton, Bermuda-based
Reinsurance company including repository for broker and agent information, policy, treaty and claims
Mergers and Acquisitions IT Assessment Management Accomplishments
Subject Matter Lead on IT assessment of insurance company specializing in personal insurance programs
o Assessed applications, systems, databases, infrastructure, organization, projects, budget, staff and governance, as well
as, current state and future direction of IT infrastructure, including IT support of business vision
o Corrective actions identified included IT infrastructure costs, strategic IT vision and staffing considerations
Specialist Lead on assessment of insurance company specializing in commercial programs via agency distribution channel
o Assessed IT organization and critical path project, evaluated current state and future direction of IT department, and
analyzed current state of critical path project involving internal and external stakeholders
o Identified critical path project cost over-runs, risk factors, IT Department turnover, and transition considerations to
address before Day 1 Go-Live
Subject Matter Lead on IT assessment of MGA specializing in catastrophe peril coverage
o Assessed applications, systems, infrastructure, projects, budget, data/network security, staff and governance
o Identified current and future direction of IT department and infrastructure, including IT support of strategic business
vision and long-term profitability IT support opportunities
Sarbanes Oxley Readiness and Assessment Management Accomplishments
Specialist Lead in development of department control matrix(s), ensuring readiness assessment of contract and surety
underwriting operations for multi-line company and liability line operations (D&O and E&O)
Subject Manager Expert for clients executive, director and management staff through readiness and assessment of
reinsurance policy administration for both treaty and facultative reinsurance
o Supervised development of flow and narratives for treaty and facultative premium and policy processing
o Identified control activities and process improvements to enhance compliance and reduce cost
KEMPER INSURANCE/BURGER KING CORPORATION, Long Grove, IL/Miami, FL/Dallas, TX
National Risk Administrator | Senior Business Analyst | Claim Rep, 1989-2000
Managed national claim program and account relationship at National Account World Headquarters
Supported P&C and Workers Compensation Claim Executive and Branch Claim Managers in claim department
administration, operational analysis and strategy development
Supervised and led project teams in implementation and electronic integration of medical cost containment organization
into daily claim business and system operations
Investigated, processed, and settled large volume of workers compensation claims
Systems, Production and Operations Management Accomplishments
Manager overseeing development and implementation of national claim staffing models, identifying over and understaffed offices and recommending appropriate right-sizing strategies and approaches
Specialist Operations Expert for strategic analysis of sensitive claim and statistical actuarial executive study to define and
calculate amount of work completed by adjusters when first confident reserve is set on claim files
o Lines of business analyzed included Workers Compensation, Auto, Malpractice, General Liability, Auto Physical
Damage, Garagekeepers, Auto No Fault, Burglary, Glass, Marine, Boiler, Fidelity, Surety and Fire

E DUCATION & A DDITIONAL INFORMATION

B.S. in Business Administration (Business Communications), University of Louisiana, Lafayette
Associates Insurance Management
Six Sigma Process Improvement
Associates Automation Management
Six Sigma and Lean in the Organization
Associates in Claims
Instructor and Presenter: Certified Risk Managers International Continuing Education Conference
Publication: Authored, Gaining The Upper Hand- Fraud Detection and Investigation Software, Cover and Feature Article for
Claims Magazine
Volunteer Efforts: Senior Program Manager for Deloitte Impact Day(s) in NYC and Hartford; Managed 80+ volunteer location
logistics and $400K budget for 3,500+ Partners, Directors, and Consultants

Patrick Q. Chance | (860) 478-2494 | quinin@yahoo.com