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Insurance News
| 2010-01-01 |
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Mari Soler Joins Baldwin Connelly |
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01 January 2010–Mari Soler has joined Baldwin Connelly’s Employee Benefits Group as a Client Services Manager. Mari is responsible for the day-to-day servicing of clients including general account execution, problem solving, marketing, plan implementation, and communications. Mari’s experience includes eligibility updates/changes, ID card issuance, claims advocacy, payroll premium information, COBRA questions, plan verifications, FMLA/Inter FMLA administration verification, and fulfillment requests.
Mari developed and managed customized Open Enrollment processes for multi-state accounts, including developing and printing collaterals, updating eligibility files, and producing benefit statements. With nearly a decade of experience,
Mari started her career as a benefits administrator, gradually gaining the expertise to manage a team of benefits professionals responsible for the eligibility, administration, and escalated claims issue activities of national accounts. Mari is bilingual. |
| 2009-11-09 |
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Mark Jagor Joins Baldwin Connelly |
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09 November 2009—Mark Jagor has joined Baldwin Connelly’s Private Risk Management team as an Advisor, working out of Atlanta, Georgia. Mark has over three years experience working with small businesses and affluent clientele. Prior to joining Baldwin Connelly, Mark worked for an independent agency out of Alpharetta, Georgia. Mark holds a Bachelor’s Degree in Financial Management from the University of Georgia. |
| 2009-11-07 |
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Baldwin Connelly Sponsors Rhino Club at Tampa Bay's Lowry Park Zoofari |
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07 November 2009—Baldwin Connelly is once again the proud sponsor of the Rhino Club at Zoofari. In its 23rd year, Zoofari averaging over 4,000 attendees each year, features over 75 of the Tampa Bay area’s best restaurants and eateries as well as live entertainment by nationally known artists. All funds raised directly benefit the 1,700 animals living within the zoo’s care, extended services to over 1,200,000 annual visitors, and the zoo’s year-round environmental education programs. Funds raised from Zoofari 2009 will also go towards funding exciting new animal exhibits such as koala and great ape, both planned to be completed by 2011. |
| 2009-11-06 |
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Baldwin Connelly Proudly Supports Junior League of Tampa's Holiday Gift market |
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06 November 2009—Baldwin Connelly proudly supports the 6th Annual Junior League of Tampa Holiday Gift Market. Held at the Florida State Fairgrounds, the market hosts over 120 unique merchants from all over Florida and across the country and features everything from clothing and jewelry to food, art, and specialty items. Over the past five years, the Holiday Gift Market has helped put nearly $500,000 into the Junior League’s community projects in the areas of foster care, basic needs, education, and literacy. |
| 2009-11-05 |
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Baldwin Connelly Supports Richard's Run for Life |
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06 November 2009—Baldwin Connelly is a proud sponsor of the Eighth Annual “Richard’s Run for Life” 5k, a Gonzmart Family Foundation event. 100% of all proceeds benefit the Amandelee Fund for Sarcoma Research at Moffitt Cancer Center. Several Baldwin Connelly colleagues as well as carrier reps participated in the race, held in historic Ybor City, and enjoyed the food and beverage at the post race party. |
| 2009-11-01 |
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Baldwin Connelly is Lead Sponsor of the Legacy Insitute for Nature & Culture (LINC) 2010 Calendar |
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01 November 2009—Baldwin Connelly is a proud lead sponsor of the Legacy Institute for Nature & Culture's (LINC) 2010 Calendar, featuring the work of Florida’s leading conservation photographers and showcasing Florida’s most beautiful ecosystems. LINC’s mission is to raise awareness for national environments and cultural legacies, educate about important connections between human societies and natural ecosystems, and promote conservation of natural heritage. Funds raised from the sale of these calendars will enable educational outreach supporting Florida Forever and conservation initiatives by LINC. |
| 2009-10-22 |
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How to Protect Your Firm From Cyber Liability |
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22 October 2009—Baldwin Connelly's Private Risk Management Group, specialists in the design, placement, and ongoing service of integrated private insurance programs for successful families, co-hosted an educational lecture “How to Protect your Firm from Cyber Liability from an Information Security and Risk Management Perspective.” Featured speakers were Kelly Johnson, Senior Underwriter, Chubb Group of Insurance Companies–Atlanta and Eric Dieterich, Director, Sunera–Miami. Co-hosts for the event were Sunera, consultants in corporate governance, risk management, and regulatory compliance and Veredus, a Baldwin Connelly client and a professional staffing firm specializing in information technology. |
| 2009-10-08 |
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Baldwin Connelly Sponsors Women of Influence Luncheon |
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08 October 2009—Baldwin Connelly is a proud sponsor of the Greater Tampa Chamber of Commerce Women of Influence Luncheon. The event provides an opportunity for members to network, develop relationships, and discuss issues affecting women in business. Held at the A La Carte Event Pavilion, the featured speaker was Elizabeth Gilbert, bestselling author or Eat, Pray, Love. |
| 2009-09-19 |
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Kathryn McKenna Joins Baldwin Connelly |
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15 September 2009—Kathryn McKenna joins Baldwin Connelly’s Private Risk Management Group as a Relationship Manager. Kathryn was most recently an Account Director in the Private Risk Management department of Harden and Associates, specializing in the insurance needs of high net worth individuals. She has also been an Agency Manager for a national yacht and marine insurance broker. She has over 15 years experience in the insurance industry and holds an Associate of Personal Insurance designation with The Insurance Institute of America.
Kathryn has been active on committees for The Tampa Bay Performing Arts Center, The Tampa Club, and the Greater Tampa Association of Realtors. She also volunteers her time with The Abilities Foundation. |
| 2009-09-14 |
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Adam Taylor Joins Baldwin Connelly |
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14 September 2009—Adam Taylor joins Baldwin Connelly as an Advisor in the Commercial Risk Management Group. Prior to joining Baldwin Connelly, Adam held an outside sales position with Ferguson Enterprises, Inc. a manufacturer/wholesaler of construction products. While at Ferguson, Adam gained valuable experience in the construction industry, with a focus on site contractors. Adam’s responsibilities included project estimation, management of construction commodities, and the execution and distribution of statewide bid packages.
Adam is an active member in the Southern Underground Contractors Association and Marion County Road Builders Association. He holds a Bachelors Degree in General Business from the University of Florida. |
| 2009-09-08 |
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Denise Mitchum Joins Baldwin Connelly |
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08 September 2009—Denise Mitchum joins Baldwin Connelly as a Client Services Manager with the Employee Benefits Group. With over a decade of experience, Denise is responsible for the day-to-day servicing of clients including general account execution, problem solving, marketing, plan implementation, and communications.
Denise began her employee benefits/human resources career ten years ago while managing the employee benefits department for a large multi-location/multi-union industrial services corporation and federal contractor. In addition to overseeing all relative areas of the employees’ benefit package with respect to plan design, negotiation, implementation, and benefit reconciliation, she managed all aspects of Workers’ Compensation, Short-Term and Long-Term Disability, and FMLA administration. Denise’s knowledge includes many areas of human resources management such as HRIS/payroll management systems, recruiting, government reporting, safety and training, and union negotiating.
Denise has been PHR certified for seven years. |
| 2009-09-02 |
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Baldwin Connelly Unveils New Clearwater Location |
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02 September 2009—The Baldwin Connelly Family of Companies—Baldwin Connelly, Carlisle Fields, and Nichols Insurance—hosted an Open House to unveil their new shared Clearwater offices. With offices in Tampa, Brandon, Safety Harbor, and Clearwater, the Pinellas offices were combined in one location in February 2009. Located downtown in the Bank of America building at 600 North Cleveland Street, the offices were designed to optimize the spectacular water views. |
| 2009-08-17 |
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Downtown Clearwater Becomes Investment for Three Bay Area Companies |
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Downtown Clearwater’s Cleveland Street District catches the eye of 3 companies in Tampa Bay as a great area to relocate during the incipient stages of the downtown’s expansion: Baldwin Connelly, Carlisle Fields & Company and Nichols Insurance have merged into the new Baldwin Connelly Family of Companies, and they make downtown Clearwater their new long-term location.
17 August 2009, Clearwater, Florida—Right in line with the Clearwater Downtown Partnership’s purpose for putting “feet on Cleveland Street” through their popular 4th Friday Clearwater events, three long-standing Tampa Bay companies recently merged and established their new headquarters in downtown Clearwater in the heart of the district: Baldwin Connelly, Carlisle Fields & Company and Nichols Insurance. The Baldwin Connelly Family of Companies has capabilities to address the insurance and risk management needs of nearly every individual and business in Florida. According to them the decision to move downtown was simple; the area was expanding and it seemed like a great time to get in on the ground floor and ride the wave.
The Clearwater Downtown Partnership’s 4th Friday Clearwater events have been very successful with an average of 1500-plus people in attendance at each one. The group started the events to bring interest and more business to downtown Clearwater. The arrival of the Baldwin Connelly Family of Companies, as well as several new restaurants to the area, is a welcomed reality to that vision.
When looking for a central location for their 60-plus staff, John Connelly, Founding Partner of Baldwin Connelly, said that downtown Clearwater was very appealing. The recent streetscape contributed a higher level of aesthetics to the area while the advent of new restaurants popping up showed promise of expansion.
“Our employees love it here,” said Pat Carlisle, a principal of Carlisle Fields & Company. “They like having places to walk to, get coffee and have lunch… and they especially like the view of the water right outside their office windows.”
The Baldwin Connelly Family of Companies are now located in the Bank of America building at 600 Cleveland Street. They are also new members of the Clearwater Downtown Partnership and are committed to helping shape downtown Clearwater’s renaissance.
The 4th Friday Clearwater Schedule of Events for the rest of 2009 is:
· September 25: the party will be a special kick-off for the 30th Anniversary of Clearwater Jazz Holiday;
· October 22: the theme is centered around Halloween;
· November 27: the theme will be Bringing Back Elvis;
· December 4th will be the second annual Miracle on Cleveland Street with 20 tons of snow!
About the CDP:
The Clearwater Downtown Partnership (CDP) is comprised of downtown property owners, developers, concerned citizens and civic groups and is a non-profit organization whose goal is to promote and foster the economic redevelopment of Downtown Clearwater. The Partnership's aim is to name, fund and implement projects that will assist the public and private sectors in averting blight and creating a downtown district that becomes a regional destination. The CDP brings stakeholders together to develop, advocate and implement policies that build an exciting, vibrant and diverse downtown and plays an essential role in keeping the business community educated, informed and involved in the continued success of downtown. Find more information at www.clwdp.org |
| 2009-07-14 |
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Tampa Bay Lightning Announce Partnership with Baldwin Connelly for Insurance & Risk Management Broker Services |
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14 July 2009—The Tampa Bay Lightning has announced today that they have partnered with Baldwin Connelly to provide insurance & risk management consulting services. Baldwin Connelly has worked with the Lightning throughout the insurance renewal to look at strategic alternatives for the organization’s risk financing program architecture and is working with the organization to implement risk control and risk engineering programs to improve the efficacy of the current risk management framework.
“The Lightning is pleased to begin its partnership with Baldwin Connelly,” Lightning Executive Vice President and CFO Joe Fada said. “Their team has brought a fresh perspective that has helped support our internal decision making processes related to insurance and risk management. They have demonstrated their value as our partner in a very short period of time.”
“Baldwin Connelly is excited to partner with the Lightning organization. Joe and his team are a pleasure to work with and truly understand the issues and implications of the risk exposures faced by their organization,” Trevor Baldwin of Baldwin Connelly said. “They are a very forward thinking group that consistently maintains long-term strategy and results as the focus of their decision making paradigm.”
For more information, contact Trevor Baldwin, Baldwin Connelly, 813.984.3216, tbaldwin@baldwinconnelly.com or Brian Breseman, Tampa Bay Lightning, bbreseman@sptimesforum.com, 813.301.6871.
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| 2009-04-24 |
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Baldwin Connelly/Carlisle Fields/Nichols Insurance Sponsor The Marcia P. Hoffman Performing Arts Institute |
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24 April 2009--"Love Looks Not With The Eyes But With The Mind"
Baldwin Connelly/Carlisle Fields/Nichols Insurance were Muse Sponsors of the 4th Annual Spring Gala, an enchanted evening at Ruth Eckerd Hall, to benefit the arts education programs of The Marcia P. Hoffman Performing Arts Institute.
Since its inception in 1984, the arts education programs at Ruth Eckerd Hall at the Richard B. Baumgardner Center for the Performing Arts have maintained a level of excellence both on site and outside its walls, serving the Tampa Bay Area, the state of Florida, and beyond.
The Marcia P. Hoffman Performing Arts Institute is based on the philosophy that the performing arts are integral to human development and essential to the quality of life of a community. Quality programming engages the community as a whole in an ongoing dialogue that strengthens the individual, Ruth Eckerd Hall, and the community at large. All programming is designed to provide lifelong learning opportunities which provide accessibility to and exploration, discovery, and mastery of the arts. The arts education programs have touched the lives of over two million students. |
| 2009-03-28 |
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Baldwin Connelly Proudly Supports GreenFest 2009 |
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28-29 March 2009--Baldwin Connelly is a proud contributor and participant in "GreenFest 2009," a two-day gardening festival featuring over 80 vendors plus workshops and demonstrations designed to give the Tampa Bay community an opportunity to learn more about the care and cultivation of indigenous plants and flowers. For the event, Baldwin Connelly created a "Going Green from Insurance Perspective" informational brochure outlining ideas on how to be more environmentally conscious in regards to your insurance program. Jennifer Baldwin, Green Private Risk Advisor, was a Volunteer Shift Leader for the weekend's festivities. This annual event is held at Plant Park on the historical campus of the University of Tampa.
The Friends of Plant Park, a non-profit volunteer organization, initiated GreenFest in 1997. The proceeds from GreenFest have allowed the restoration and additional enhancement of the historical garden, located in the heart of downtown Tampa. More information can be found at www.TampaGreenFest.com. |
| 2009-03-20 |
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Baldwin Connelly Proud Contributor to Ante Up for Autism |
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20 March 2009--Baldwin Connelly is a proud contributor to Ante Up for Autism, the third annual fundraising event for Sydney's School for Autism. Sydney's School is the first school in Hillsborough County dedicated to serving children with autism and those with similar disorders. Each individualized program is based upon the principles of Applied Behavior Analysis and, during all sessions, the therapist/student ratio is 1:1. For more informatin about this unique school, please visit www.sydneysschoolhouse.com. |
| 2009-03-09 |
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Fritz Archerd Joins Baldwin Connelly as a Commercial Risk Management Advisor |
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09 March 2009--Fritz Archerd joins Baldwin Connelly as a Commercial Risk Management Advisor. Fritz is a long-time member of the Tampa business community. Prior to joining Baldwin Connelly he was active in the real estate development industry, most recently with The Archerd Company and, prior to that, Cheval Polo & Golf Club, Trammel Crow Company, and Turner Equity Investors. He has developed several residential, golf course, and commercial projects around the Tampa Bay area. He began his career in Tampa in 1977 in public accounting with Arthur Andersen & Co., CPAs.
From his background as a business owner, CFO, and public accountant, Fritz brings a unique perspective to commercial property and casualty insurance.
Fritz is a member of Christ the King Church and a former board member of Junior Achievement and the Gulf Ridge Council of the Boy Scouts of America. He received his BBA from Stetson University. Fritz and his wife, JoEllen, have three children and reside in Tampa, Florida. |
| 2009-03-06 |
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Baldwin Connelly Proud Sponsor of the 2009 Junior Achievement Business Hall of Fame |
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06 March 2009--Baldwin Connelly is a proud sponsor of the 2009 Junior Achievement Business Hall of Fame induction ceremony, a national event to recognize individuals who have made outstanding contributions to free enterprise and society. Since 1975, the US Business Hall of Fame, presented by Junior Achievement Worldwide, recognizes laureates who have helped mold our free enterprise system and who continue to reshape and improve the manner in which businesses operate. For more information about Junior Achievement, visit www.ja.org. |
| 2009-01-26 |
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Baldwin Connelly Featured in blu Tampa Bay |
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26 January 2009--The Baldwin Connelly partners, Lowry Baldwin, John Connelly, Laura Sherman, and Elizabeth Krystyn, along with the Private Risk Management Group were featured in the inaugural issue of Tampa Bay's luxury lifestyle magazine, and official lifestyle magazine sponsor of the 2009 Tampa Bay Super Bowl Host Committee, blu Tampa Bay. You can find them on page 36 of the Jan/Feb/Mar 2009 Collector's Edition. |
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In The News
Mari Soler Joins Baldwin Connelly
01 January 2010–Mari Soler has joined Baldwin Connelly’s Employee Benefits Group as a Client Services Manager. Mari is responsible for the day-to-day servicing of clients including general acco....
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Mark Jagor Joins Baldwin Connelly
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