Vice President, Sales Executive
Patty Bean is a seasoned professional with over 25 years’ experience in employee benefits and human resources management and administration.
Her experience as the Senior Relationship Manager for several Fortune 500 clients at Putnam Investments and State Street, allowed her to partner with senior human resource and benefit personnel, internal and external client counsel, and consultants. With over 25 years of relationship management, Patty provided a consultative and strategic approach to ensure competitive, ease-of-use, and low-cost platforms. Her ability to understand client needs from the perspective of the client was critical as every aspect of employee benefits were considered.
Patty’s responsibilities at Eastern Benefits Group include developing new client relationships for all their employee benefit needs from group medical and dental to 401k and retirement. Experience ranging from proactive renewal support, strong compliance and HR experience and ongoing communication with her clients, Patty has some relationships that span more than 15 years.
Patty holds her Massachusetts Life, Accident & Health License, FINRA Series 6 and 63, and is currently studying for her SPHR exam. She is an active member of the Society of Human Resource Management (SHRM), Northeast Human Resources Association (NEHRA), and Associated Industries of Massachusetts (AIM) HR Roundtable.
Patty holds her Bachelor of Science from University of Phoenix. She is an active Board member in a number of non-profit organizations including the South Shore Natural Science Center (now a South Shore YMCA entity), Chair of the Business Council through the South Shore Chamber of Commerce, and past Chair of the WBC also through the South Shore Chamber of Commerce.