Insurance with a personal touch
We operate on a customer-first platform for businesses big, small, or in-between. We analyze the risk management and insurance needs of our customers and design the most cost-effective, tailored insurance solution for any situation.
We have over
47 years
combined industry
experience
Customer designed insurance solutions for businesses of all sizes.
We spent years working for major insurance corporations, but after continually seeing how corporate interests take a front seat to customers needs, we decided that we could do better, and left to start the Heldman Group. Our independent ownership and structure allows us the flexibility to design and implement risk management and insurance solutions with the broadest market reach and product offerings in the industry.
We focus on three distinct areas
Commercial and Residential Real Estate Owners, Managers and Developers
- Construction and Development Risk Management Strategies
- Builders Risk / Course of Construction Coverage Design
- Building Valuation Tools
- Management Liabilities Including Errors and Omissions, Tenant Discrimination, Directors and Officers and Syndication Liabilities
- Community Loss Prevention Strategies
- Tenant Certificate Tracking Tools
Personal Insurance (Home and Auto) Portfolio Design
- Personal Liability Limit Evaluations
- Scheduled Fine Arts and Valuable Articles Strategies
- In Home Video and Appraisal Services
Manufacturing and Service Industries
- General and Umbrella Liability Limit Bench Marking
- Business Interruption Limit Valuations
- Product Recall and Enterprise Risk Management Strategies
- Environmental, Pollution Liability Solutions
- Alternative Risk Strategies Including High Deductible and Risk Sharing Captive Solutions
We give back to community
Agency Principles
Ken Heldman
Ken began his career with Hartford Insurance in San Francisco, and then moved back to his hometown, Cincinnati, in 1991. He then went to work for Frederick Rauh & Co., Cincinnati's oldest insurance brokerage, which was founded in 1874. After an extended career at Wells Fargo, he left to start the Heldman Group.
Charla Lindbloom
Charla's insurance career began in her hometown of Bowling Green, Kentucky. She worked with a managing general agent specializing in the Commercial Auto industry. She joined Acordia Rauh, Inc. in 1997 and spent 20 years there which is now Wells Fargo. While she worked on a variety of business, her primary focus was manufacturing and real estate risks.
A team that
cares
about your
insurance
needs
Cincinnati born and raised
© 2017 The Heldman Group.
All rights reserved.
clindbloom@heldmangroup.com
(513) 245-8033
7265 Kenwood Road, Suite 180
Cincinnati, OH 45236
The Heldman Group is a
Novak Insurance affiliate.
