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Family Office Executive – Private Risk
The Baldwin GroupCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing complex family-office accounts and developing holistic risk-management solutions, leveraging strong consultative skills and advanced problem-solving abilities. Proficient in utilizing data analytics and agency management systems to enhance service delivery and client engagement.
Highest-signal resume keywords
Complex Family-Office Account ManagementHolistic Risk-Management SolutionsAdvanced Problem-Solving SkillsProperty & Casualty LicenseBespoke Insurance Programs for UHNW Clients
About the role
Key responsibilities & impact- Serve as the primary point of contact for family-office clients, managing highly complex risk portfolios and ensuring seamless service delivery
- Partner with advisors and internal business segments to design holistic risk-management solutions
- Participate in family-office-focused education, forums, and industry groups
- Collaborate with insurance carriers to develop creative solutions for unique and complex exposures and influence product development and underwriting strategies
- Conduct quarterly or more frequent client meetings to review coverage, identify emerging risks, and present tailored recommendations
- Oversee complex agency-bill accounts while maintaining accuracy, simplicity, and regulatory compliance
- Coordinate internal relationships across Private Risk, Claims, and specialty teams to deliver integrated solutions
- Apply data, analytics, and agency management systems to strengthen portfolio insight and service quality
- Engineer long-term risk strategies for complex family-office accounts
- Present strategic guidance and bespoke solutions to sophisticated advisors and family audiences
Requirements
What you’ll need- Deep knowledge of multiple lines of coverage beyond HNW personal lines, including property, liability, and specialty risks
- Strong consultative and relationship-management skills
- Advanced problem-solving and critical-thinking skills
- 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 and behavior aligned with the firm's culture
- Bachelor's degree in business, finance, risk management, or a related field preferred, or 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 willingness and ability to obtain required licenses within the first 90 days of employment
- Advanced industry designations (e.g., CPCU, ARM, CPRIA, or CAPI) preferred
- Experience with bespoke insurance programs for UHNW clients preferred
Benefits
Comp & perks- Full-time employment
- Opportunity to participate in family-office-focused education, forums, and industry groups
- Exposure to advanced industry designations such as CPCU, ARM, CPRIA, or CAPI
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Risk ManagementProperty CoverageLiability CoverageSpecialty RisksData AnalyticsAgency Management SystemsMicrosoft Office SuiteRegulatory ComplianceClient MeetingsStrategic Guidance
Soft Skills
Consultative SkillsRelationship ManagementVerbal CommunicationWritten CommunicationCritical Thinking
Certifications & Qualifications
Property & Casualty LicenseCPCUARMCPRIACAPI
Industry Keywords
Private RiskHigh Net Worth Insurance BrokerageFamily-Office ClientsInsurance CarriersBespoke Solutions