Patty Cary

Client Manager | Employee Benefits

Phone: 269-682-8845

Fax: 269-682-8843


Patty Cary

Professional Experience

Patty is a Client Manager for Employee Benefits clients in Kalamazoo, Michigan office. She works directly with clients to support all their needs, including renewal, marketing, ongoing service, enrollments, compliance, data management, and employee meetings. Patty has worked in Employee benefits for over 30 years, with both large carriers and several insurance agencies. Across years of experience with various employers, Patty has gained extensive experience in Account Management, Consultative Sales, Customer Service, Business Development, and Territory Management, to name just a few.


  • Licensed Life and Health Counselor
  • State of Michigan and Indiana Licensed Life and Health Agent

Specialty Areas

  • Account Management
  • Consultative Sales
  • Account Retention
  • Customer Service
  • Business Development
  • Territory Management
  • Strategy & Planning
  • Relationship Building
  • Team Leadership
  • Proposal Development
  • Negotiation
  • Communication Skills
  • Supervision & Mentoring
  • Presentations
  • Collaboration
  • Organizational Skills