Relationship Manager – Private Risk

🔥 1 minute ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 10%

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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, 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

🎯 Requirements

• 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

🏖️ Benefits

• 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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