Teams at The Baldwin Group

Manages employee benefits client relationships, renewals, onboarding, compliance, carrier and vendor coordination, and day-to-day service delivery. Evaluates benefit plans, analyzes claims and funding options, prepares recommendations and presentations, supports open enrollment, develops employee communications, and ensures accurate plan documentation. The role advises clients, coordinates internal teams, resolves escalations, and identifies workflow improvements while maintaining compliance with ERISA, HIPAA, and ACA requirements.

The Private Risk Advisor sells and renews insurance accounts, builds client relationships, communicates effectively, and achieves monthly business goals.

Manages commercial insurance claims for clients and portfolios, including claim reviews, reserves, settlements, coverage disputes, and risk mitigation. Establishes claims protocols with carriers and clients, advocates for cost reduction, develops claims management solutions, and communicates findings and recommendations. Serves as a technical mentor and supports client meetings, renewals, and business development through claims expertise.