Relationship Manager, Private Risk – Insurance Advisory Solutions

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The Baldwin Group

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🏥 Healthcare

⚖️ Legal

💰 $170M Post IPO debt on 2023-10

Consulting • Healthcare • Legal

The Baldwin Group is a national advisory firm specializing in risk management and insurance brokerage, offering comprehensive solutions for businesses and individuals. It provides commercial insurance, employee benefits, retirement consulting, private risk and wealth management services, plus specialty offerings like reinsurance and MGAs, tailoring strategies to protect assets and support growth. The firm emphasizes collaboration, market insights, and customized plans for companies across industries as well as high-net-worth individuals.

📋 Description

• Serve as the primary relationship owner for an assigned book of HNW/UHNW clients • Deliver proactive, white-glove service across phone, email, and in-person client touchpoints • Anticipate client needs and recommend coverage, risk alerts, and market changes • Conduct annual interactive client reviews and present renewal proposals • Build trusted advisor relationships to drive retention and organic growth through referrals • 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/umbrella, and specialty lines • Review inspection reports and direct loss-prevention actions • Monitor industry offerings, carrier appetite changes, and HNW market trends • Introduce the Baldwin platform, including employee benefits, commercial lines, and asset protection services • Remarket existing programs and optimize market placement • Cultivate relationships with carrier partners and specialty markets • Maintain knowledge of insurer contracts, underwriting guidelines, proprietary systems, and appetite • Collaborate with carrier representatives on complex risks, renewals, and claims • Document all policy activity accurately in agency management systems • Adhere to workflows, service standards, and compliance requirements • Identify process and client-experience improvements and present recommendations to leadership • Manage a high-volume workload with organizational discipline and attention to detail

🎯 Requirements

• Active Property & Casualty insurance license in the state(s) where business is conducted, or ability to obtain 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 • 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 • Bachelor's degree in Business, Risk Management, Finance, or related field preferred • Professional designations strongly preferred: CPRIA, CPCU, CAPI, CPRM, CIC, or equivalent • Prior experience with UHNW clients, family offices, or a dedicated private client/PRM practice preferred • Familiarity with specialty lines including fine art, jewelry, watercraft, aviation, and excess/umbrella liability preferred

🏖️ Benefits

• Collaborative, growth-oriented environment • Colleagues empowered to build meaningful careers • Equal employment opportunity and nondiscrimination protections