Patti was the first employee Max hired and has celebrated more than 30 years with the company. As vice president, Patti is an integral part of a commercial client’s account team. She provides technical support, risk identification and analysis, claims management, works with insurance carriers on behalf of our clients, and fulfills daily client services with a reputation for excellence. Additionally, Patti manages our commercial client manager team of professionals to assure the highest quality service standards for all of our valued clients.
Patti has spent her entire professional career in insurance and risk management. While she is skilled in all areas of risk management and insurance, Patti specializes in loss-sensitive and captive programs, as well as international exposures. She serves a wide variety of clients including those in the retail, manufacturing and contracting industries. Additionally, Patti provides surety bonding services to several key commercial clients.
While being licensed in Property and Casualty insurance, Patti has also received several prestigious professional designations, including Certified Insurance Counselor (CIC), Certified Insurance Service Representative (CISR), and Certified Risk Manager (CRM). She has also served as a volunteer for several charitable organizations.