Elite Private Risk Relationship Manager

Baldwin Group Colleague, Inc.; United States; Remoto; USD 120.000 - 180.000; Tempo integral

Resumo da vaga

The Baldwin Group is seeking a Relationship Manager to serve as the primary contact for high-net-worth private risk clients. You will deliver white-glove service, provide technical expertise in personal lines, and proactively manage complex exposures across a sophisticated book.

In this role you will review exposures, advise on coverage including high-value homes, art, watercraft and umbrella liability, and collaborate with carrier partners to optimize placements and maintain exceptional client

Qualificações

• Active Property & Casualty license in the state(s) where business is conducted, or the ability to obtain all required licenses within 90 days of hire.
• Minimum 3 years of experience in personal lines insurance, with demonstrated knowledge of HNW carrier contracts, underwriting guidelines, and claims processes.
• Proven ability to manage complex client relationships with a high degree of professionalism, responsiveness, and discretion.
• Strong written and verbal communication skills; comfortable presenting to sophisticated clients and internal stakeholders.
• Proficiency in Microsoft Office Suite and Epic highly preferred.

Responsabilidades

• Serve as the primary relationship owner for an assigned book of HNW/UHNW clients, delivering proactive, white-glove service across all touchpoints — phone, email, and in-person.
• Anticipate client needs and surface coverage recommendations, risk alerts, and market changes before clients ask.
• Conduct annual interactive client reviews, presenting renewal proposals and agendas that reflect a deep understanding of each client's exposures and lifestyle.
• Build trusted advisor relationships that drive long-term retention and organic growth through referrals.
• Collaborate with carrier partners and leadership to advocate for favorable outcomes on complex risks, renewals, and claims.

Conhecimentos

Relationship management

Communication skills

Professionalism

Discretion

Formação

Bachelor's degree preferred

Professional designations (CPRIA, CPCU, CAPI, CPRM, CIC)

Ferramentas

Epic

Microsoft Office

Descrição da vaga

The Baldwin Group is seeking a Relationship Manager to serve as the primary contact for high-net-worth private risk clients. You will deliver white-glove service, provide technical expertise in personal lines, and proactively manage complex exposures across a sophisticated book.

In this role you will review exposures, advise on coverage including high-value homes, art, watercraft and umbrella liability, and collaborate with carrier partners to optimize placements and maintain exceptional client