Relationship Manager – Private Risk

🔥 3 minutes ago

🇺🇸 United States – Remote

💵 $85k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 0%

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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 primary relationship owner for an assigned book of HNW/UHNW clients • Deliver proactive, white-glove service across phone, email, and in-person interactions • Anticipate client needs and provide coverage recommendations, risk alerts, and market updates • Conduct annual interactive client reviews and present renewal proposals • Review exposures, underwriting memos, loss experience, and current coverages to identify gaps • Advise clients on complex risks including 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 changes, and HNW market trends • Introduce the Baldwin platform, including employee benefits, commercial lines, and asset protection services, as appropriate • Remarket existing programs and optimize market placement decisions • Cultivate carrier relationships and advocate for favorable outcomes 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 client-experience 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 • 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; Epic experience highly preferred • 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