Relationship Manager – Private Risk
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Job Description
Private Risk Relationship Manager serving HNW/UHNW clients for The Baldwin Group, an insurance brokerage and risk management firm. Managing complex personal lines coverage, carrier relationships, renewals, and client retention.
Responsibilities:
- 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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