Relationship Manager – Private Risk

🕒 il y a 1 jour

🇺🇸 États-Unis – Télétravail

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💰 Responsable de comptes

👻 Score fantôme 10%

Ce que ça veut dire : la probabilité que personne ne recrute vraiment pour cette offre.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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The Baldwin Group

Site WebLinkedInTous les Emplois

1001 - 5000 employés

💼 Conseil

🏥 Santé

⚖️ Juridique

💰 €170 000 000 Post IPO debt en 2023-10

Consulting • Healthcare • Legal

Le Baldwin Group est un cabinet de conseil national spécialisé dans la gestion des risques et le courtage d'assurance, offrant des solutions complètes pour les entreprises et les particuliers. Il fournit des assurances commerciales, des avantages sociaux aux employés, des services de conseil en retraite, de gestion des risques privés et de gestion de patrimoine, ainsi que des offres spécialisées telles que la réassurance et les MGA, en adaptant des stratégies pour protéger les actifs et soutenir la croissance. Le cabinet met l'accent sur la collaboration, les informations sur le marché et des plans personnalisés pour les entreprises de différents secteurs ainsi que pour les particuliers à fort patrimoine.

Description

• Serve as the primary relationship owner for an assigned book of HNW/UHNW clients • Deliver proactive, personalized service across phone, email, and in-person interactions • Anticipate client needs and recommend coverage, risk alerts, and market changes • Conduct annual interactive client reviews and present renewal proposals • Build trusted advisor relationships that support retention and organic growth • Review exposures, underwriting memos, loss experience, and current coverages to identify gaps • Advise clients on complex risks involving high-value homes, fine art, collectibles, watercraft, aircraft, excess liability, and specialty lines • Review inspection reports and provide loss-prevention direction • Monitor industry offerings, carrier appetite, and HNW market trends • Introduce the Baldwin platform, including employee benefits, commercial lines, and asset protection services, when appropriate • Remarket existing programs to ensure competitive placement and alignment with client needs • Cultivate relationships with carrier partners and collaborate on complex risks, renewals, and claims • Accurately document policy activity in agency management systems • Follow established workflows, service standards, and compliance requirements • Identify process and workflow improvements and manage a high-volume workload

🎯 Exigences

• Active Property & Casualty insurance license in the state(s) where business is conducted, or ability to obtain all required licenses within 90 days of hire • Minimum 3 years of experience in personal lines insurance • Demonstrated knowledge of HNW carrier contracts, underwriting guidelines, and claims processes • Proven ability to manage complex client relationships with professionalism, responsiveness, and discretion • Strong written and verbal communication skills • Comfortable presenting to sophisticated clients and internal stakeholders • Proficiency in Microsoft Office Suite and agency management systems • Experience with Epic highly preferred • Bachelor's degree in Business, Risk Management, Finance, or a related field preferred • Professional designations strongly preferred: CPRIA, CPCU, CAPI, CPRM, CIC, or equivalent • Prior experience working with UHNW clients, family offices, or a dedicated private client/PRM practice • Familiarity with specialty lines including fine art, jewelry, watercraft, aviation, and excess/umbrella liability

🏖️ Avantages

• Collaborative, growth-oriented environment • Meaningful career-building opportunities • Opportunity to make a real impact for clients • Concierge-level private risk management practice environment • Professional development through exposure to complex HNW/UHNW risks and carrier relationships

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