Family Office Executive, Private Risk

The Baldwin Group; United States; Remote; USD 120,000 - 210,000; Full time

Job summary

The Baldwin Group seeks a Family Office Executive, Private Risk to serve as a subject-matter expert for the largest, most complex multi-generational families within Private Risk. You will provide strategic guidance and day-to-day service for bespoke insurance solutions with significant autonomy.

You will collaborate with clients, their advisors, and internal teams to deliver innovative risk-management strategies and an exceptional client experience, while influencing carrier product development

Qualifications

• 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.

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.

Skills

Private Risk expertise

Relationship management

Consultative skills

Portfolio management

Multi-line coverage knowledge

Education

Bachelor's degree

Property & Casualty license

CPCU

ARM

CPRIA

CAPI

Tools

Agency management systems

Microsoft Office

Job description

The Family Office Executive, Private Risk, serves as a recognized subject-matter expert dedicated to the largest and most complex multi-generational families within the Private Risk segment. The role provides strategic guidance and day-to-day service administration for bespoke insurance solutions, operating with significant autonomy. The Family Office Executive partners with clients, their advisors, and internal teams to deliver innovative risk-management strategies and an exceptional client experience, and influences carrier product development for unique exposures.

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.