Primary Responsibilities

• Serves as the primary point of contact for family-office clients, managing highly complex risk portfolios and ensuring seamless service delivery.
• Partners with advisors and internal business segments to design holistic risk-management solutions that address evolving family-office needs.
• Participates in family-office-focused education, forums, and industry groups to remain at the forefront of emerging trends and best practices.
• Collaborates with insurance carriers to develop creative solutions for unique and complex exposures, influencing product development and underwriting strategies.
• Conducts quarterly (or more frequent) client meetings to review coverage, identify new and emerging risks, and present tailored recommendations.
• Oversees complex agency-bill accounts, ensuring accuracy and simplicity for clients and maintaining compliance with regulatory requirements.
• Acts as a quarterback for internal relationships, coordinating efforts across Private Risk, Claims, and specialty teams to deliver integrated solutions.
• Applies data, analytics, and agency management systems to strengthen portfolio insight and service quality.

Required Knowledge & Experience

• Deep knowledge of multiple lines of coverage beyond HNW personal lines (e.g., property, liability, and specialty risks).
• Strong consultative and relationship-management skills, with the ability to influence senior advisors and clients.
• Advanced problem-solving and critical-thinking skills for complex, multi-faceted risk scenarios.
• Excellent verbal and written communication skills; ability to present to sophisticated audiences.
• Proficiency in Microsoft Office Suite and agency management systems; ability to learn new platforms quickly.
• Demonstrates the firm's core values, exhibiting behavior aligned with the firm's culture.

Qualifications

• Bachelor's degree in business, finance, risk management, or a related field preferred, or an equivalent combination of education and experience.
• 6-8 years in Private Risk or High Net Worth insurance brokerage, with demonstrated expertise managing complex family-office accounts.
• Active Property & Casualty license as required by the applicable State Department of Insurance, or the willingness and ability to obtain all required licenses within the first 90 days of employment.
• Advanced industry designations (e.g., CPCU, ARM, CPRIA, or CAPI) and experience with bespoke insurance programs for UHNW clients preferred.

Functional/Technical Skills

• Complex Account Strategy: Engineers long-term risk strategies for the largest, most complex family-office accounts.
• Specialty Lines Product Knowledge: Recognized subject-matter expert influencing carrier product development and underwriting.
• Carrier & Market Relations: Collaborates with carriers to develop creative solutions for unique, complex exposures.
• Exposure Identification: Reviews coverage and identifies new and emerging risks at quarterly client reviews.
• Account Management & Stewardship: Oversees complex agency-bill accounts, ensuring accuracy, simplicity, and compliance.
• Problem-Solving: Applies structured methods to resolve complex, multi-faceted risk scenarios.

Behaviors

• Earns Trust: Serves as primary point of contact for family-office clients, managing highly complex portfolios with autonomy.
• Client Focus: Delivers strategic guidance and bespoke solutions tailored to each family office.
• Figures it Out: Applies advanced problem-solving to complex, multi-faceted risk scenarios.
• Connects People: Quarterbacks internal relationships across Private Risk, Claims, and specialty teams.
• Intentional Communication: Presents to sophisticated advisor and family audiences with influence.

Click here for some insight into our culture!

The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.