{"id":3826314,"url":"https://alion.io/job/baldwin-group-relationship-manager-private-risk-2","title":"Relationship Manager, Private Risk","company":{"id":3808,"name":"Baldwin Group","domain":"baldwin.com","url":"https://alion.io/company/baldwin","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":90,"open_postings":5,"ghost_share":0.2,"stale_share":0,"repost_share":0.2,"time_to_fill_p50_days":21,"computed_at":"2026-11-10T06:52:35Z"}},"role":"Finance","role_family":"Finance","seniority":"middle","employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"board_field","remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["United States"],"countries":["US"],"hiring_countries":["US"],"hiring_countries_total":1,"salary":null,"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-11-05T18:34:25Z","employer_posted_date":"2026-11-05","last_verified_at":"2026-11-10T04:50:52Z","board_verified":true,"closed_at":null,"days_open":4,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":4},"description":"The Relationship Manager (RM) serves as the primary point of contact for high-net-worth (HNW) and ultra-high-net-worth (UHNW) private risk management clients. The RM is responsible for delivering elite, personalized client service, providing technical expertise in personal lines insurance, and proactively managing complex risk exposures across a sophisticated book of business. This role operates at the intersection of client advocacy, carrier relationship management, and strategic risk consulting - and is critical to driving retention, satisfaction, and growth within the Private Risk Management (PRM) practice.PRIMARY RESPONSIBILITIES\nClient Service & Relationship Management\nServe 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.\nAnticipate client needs and surface coverage recommendations, risk alerts, and market changes before clients ask.\nConduct annual interactive client reviews, presenting renewal proposals and agendas that reflect a deep understanding of each client's exposures and lifestyle.\nBuild trusted advisor relationships that drive long-term retention and organic growth through referrals.\nRisk Analysis & Coverage Consulting\nReview client exposures, underwriting memos, loss experience, and current coverages to identify gaps and recommend appropriate solutions.\nAdvise and counsel clients on complex risk exposures including high-value homes, fine art and collectibles, watercraft, aircraft, excess liability/umbrella, and specialty lines.\nReview inspection reports for coverage accuracy and potential loss prevention issues; provide proactive direction to resolve outstanding items and minimize E&O exposure.\nRemain current on industry offerings, carrier appetite changes, and HNW market trends - making proactive recommendations to clients and leadership.\nUnderstand and introduce the holistic Baldwin platform as appropriate, including employee benefits, commercial lines, and asset protection services.\nMarket Placement & Carrier Relations\nAct as a market placement specialist, remarketing existing programs as needed to ensure competitive positioning and alignment with client needs.\nCultivate strong relationships with carrier partners including PURE, Chubb, AIG Private Client, Cincinnati, Berkley One and specialty markets.\nMaintain thorough knowledge of insurer contracts, underwriting guidelines, proprietary systems, and appetite to optimize placement decisions.\nCollaborate with carrier representatives to advocate for favorable outcomes on complex risks, renewals, and claims.\nOperational Excellence & Compliance\nMaintain accuracy, timeliness, and completeness in all client and carrier interactions to minimize errors and omissions exposure.\nEnsure all policy activity - new business, renewals, endorsements, cancellations - is documented accurately in agency management systems (Epic preferred).\nAdhere to Baldwin's established workflows, service standards, and compliance requirements across all client interactions.\nIdentify opportunities to improve processes, workflows, and the overall client experience; surface recommendations to leadership.\nManage a high-volume workload with strong organizational discipline and attention to detail.\nKNOWLEDGE, SKILLS & ABILITIES\nRequired Qualifications\nActive Property & Casualty insurance license in the state(s) where business is conducted, or the ability to obtain all required licenses within 90 days of hire.\nMinimum 3 years of experience in personal lines insurance, with demonstrated knowledge of HNW carrier contracts, underwriting guidelines, and claims processes.\nProven ability to manage complex client relationships with a high degree of professionalism, responsiveness, and discretion.\nStrong written and verbal communication skills; comfortable presenting to sophisticated clients and internal stakeholders.\nProficiency in Microsoft Office Suite and agency management systems; experience with Epic highly preferred.\nPreferred Qualifications\nBachelor's degree in Business, Risk Management, Finance, or a related field preferred.\nProfessional designations strongly preferred: CPRIA (Chartered Private Risk and Insurance Advisor), CPCU, CAPI, CPRM, CIC, or equivalent.\nPrior experience working with UHNW clients, family offices, or within a dedicated private client/PRM practice.\nFamiliarity with specialty lines including fine art, jewelry, watercraft, aviation, and excess/umbrella liability.\nCORE COMPETENCIES\nWhat We Look For\nClient Obsession - You treat every client interaction as an opportunity to exceed expectations and build loyalty.\nTechnical Depth - You bring genuine expertise in HNW personal lines and can translate complex coverage concepts into clear client guidance.\nOwnership Mentality - You manage your book like a business - tracking details, anticipating renewals, and driving outcomes without waiting to be asked.\nCollaborative Spirit - You partner effectively with, advisors, insurers, and leadership to deliver seamless client experiences.\nContinuous Improvement - You actively look for ways to sharpen your skills, improve processes, and contribute to the growth of the PRM practice.\nABOUT THE BALDWIN GROUP\nWhy Baldwin PRM\nThe Baldwin Group (NASDAQ: BWIN) is a leading insurance brokerage and risk management firm committed to delivering innovative solutions for individuals, families, and businesses. Our Private Risk Management practice serves high-net-worth and ultra-high-net-worth clients with a concierge-level approach to personal risk - backed by deep carrier relationships, market expertise, and a team that genuinely cares about client outcomes.\nBaldwin offers a collaborative, growth-oriented environment where colleagues are empowered to build meaningful careers while making a real impact for the clients they serve.\nClick here for some insight into our culture!\nThe Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. 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