Teams at The Baldwin Group

Directs employee benefits compliance for the West region, with emphasis on California health and welfare requirements. Provides legal and regulatory guidance, interprets legislative developments, creates client deliverables, supports sales and client education, manages large-scale compliance projects, and mentors junior team members. Advises clients and colleagues on federal, state, and local mandates while translating complex legal requirements into practical guidance.

Supports the enterprise internal control environment across business operations, technology, financial reporting, information security, regulatory compliance, and risk management. Responsibilities include documenting processes and controls, conducting risk assessments and control testing, maintaining evidence, coordinating audits, tracking remediation, supporting regulatory compliance, preparing reports, and recommending control improvements. The role collaborates with business and technology stakeholders to identify risks, address control gaps, and promote effective governance.

Provides technical insurance and risk-management support to clients, advisors, prospects, and carrier partners. Manages renewals, binders, endorsements, invoicing, coverage changes, quotes, applications, premium collection, and policy placement for assigned commercial accounts. Analyzes risk exposures and existing coverage, recommends solutions, identifies cross-selling opportunities, maintains carrier relationships, and supports process improvements while ensuring accurate and timely service.