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Family Office Executive, Private Risk
The Baldwin Group
Remote, USA
Full-time
Senior · 6–8 years experience
Remote
Discovered 3 days ago
Account management
Key Skills for This Role
Account management
Full Job Posting
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.
Preferred Qualifications
- Bachelor's degree in business, finance, risk management, or a related field preferred, or an equivalent combination of education and experience.
- Advanced industry designations (e.g., CPCU, ARM, CPRIA, or CAPI) and experience with bespoke insurance programs for UHNW clients preferred.
About The Baldwin Group
Insurance5020 employeesFounded 2011
Independent insurance distribution and risk management firm.
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