Family Office Executive, Private Risk – Insurance Advisory Solutions

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The Baldwin Group

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

💸 Finanças

🤝 B2B

💰 $170.000.000 Post IPO debt em 2023-10

Finance • B2B

O Baldwin Group é uma empresa nacional de consultoria especializada em gestão de riscos e corretagem de seguros, oferecendo soluções abrangentes para empresas e indivíduos. A empresa fornece seguros comerciais, benefícios para funcionários, consultoria de aposentadoria, serviços de gestão de riscos privados e de patrimônio, além de ofertas especiais como resseguros e MGAs, desenvolvendo estratégias personalizadas para proteger ativos e apoiar o crescimento. A empresa enfatiza a colaboração, insights de mercado e planos personalizados para empresas de diversos setores, assim como para pessoas de alto poder aquisitivo.

Descrição

• Serve as the primary point of contact for family office clients, managing highly complex risk portfolios and ensuring seamless service delivery. • Partner with advisors and internal business segments to design holistic risk management solutions that address evolving family office needs. • Participate in family office-focused education, forums, and industry groups to remain at the forefront of emerging trends and best practices. • Collaborate with insurance carriers to develop creative solutions for unique and complex exposures, influencing product development and underwriting strategies. • Conduct quarterly (or more frequent) client meetings to review coverage, identify new risks, and present tailored recommendations. • Oversee complex agency bill accounts, ensuring accuracy and simplicity for clients; maintain compliance with regulatory requirements. • Act as a quarterback for internal relationships, coordinating efforts across Private Risk, claims, and specialty teams to deliver integrated solutions.

🎯 Requisitos

• Bachelor’s degree in business, finance, risk management, or related field preferred. • 6–8 years in Private Risk or High Net Worth insurance brokerage, with demonstrated expertise in managing complex family office accounts. • Active Property & Casualty license (or ability to obtain within 90 days). • Advanced industry designations (e.g., CPCU, ARM, CPRM) and experience with bespoke insurance programs for UHNW clients preferred.

🏖️ Benefícios

• The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws.