Relationship Manager – Private Risk

The Baldwin Group

. Serve as primary relationship owner for an assigned book of HNW/UHNW clients .

Posted 9/22/2026full-timeRemote • United StatesMid-LevelSenior💰 $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing high-net-worth (HNW) and ultra-high-net-worth (UHNW) client relationships, providing tailored insurance solutions, and delivering exceptional service. Proficient in risk assessment, underwriting guidelines, and compliance within the personal lines insurance sector.

Highest-signal resume keywords

Active Property & Casualty Insurance License3+ Years Experience in Personal Lines InsuranceKnowledge of HNW Carrier ContractsProficiency in Microsoft Office SuiteExperience with UHNW Clients

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Risk AssessmentUnderwriting GuidelinesClaims ProcessesPolicy DocumentationMarket Placement Optimization

Soft Skills

ProfessionalismResponsivenessDiscretionWritten CommunicationVerbal Communication

Tools & Technologies

Agency Management SystemsEpicMicrosoft Office Suite

Certifications & Qualifications

CPRIACPCUCAPICPRMCIC

Industry Keywords

High-Value HomesFine ArtCollectiblesWatercraftExcess Liability

About the role

Key responsibilities & impact

Serve as primary relationship owner for an assigned book of HNW/UHNW clients
Deliver proactive, white-glove service across phone, email, and in-person interactions
Anticipate client needs and provide coverage recommendations, risk alerts, and market updates
Conduct annual interactive client reviews and present renewal proposals
Review exposures, underwriting memos, loss experience, and current coverages to identify gaps
Advise clients on complex risks including high-value homes, fine art, collectibles, watercraft, aircraft, excess liability, and specialty lines
Review inspection reports and provide loss-prevention direction
Monitor industry offerings, carrier appetite changes, and HNW market trends
Introduce the Baldwin platform, including employee benefits, commercial lines, and asset protection services, as appropriate
Remarket existing programs and optimize market placement decisions
Cultivate carrier relationships and advocate for favorable outcomes on complex risks, renewals, and claims
Accurately document policy activity in agency management systems
Follow established workflows, service standards, and compliance requirements
Identify process and client-experience improvements and manage a high-volume workload

Requirements

What you’ll need

Active Property & Casualty insurance license in the state(s) where business is conducted, or ability to obtain all required licenses within 90 days of hire
Minimum 3 years of experience in personal lines insurance
Knowledge of HNW carrier contracts, underwriting guidelines, and claims processes
Ability to manage complex client relationships with professionalism, responsiveness, and discretion
Strong written and verbal communication skills
Comfortable presenting to sophisticated clients and internal stakeholders
Proficiency in Microsoft Office Suite and agency management systems; Epic experience highly preferred
Bachelor's degree in Business, Risk Management, Finance, or related field preferred
Professional designations strongly preferred: CPRIA, CPCU, CAPI, CPRM, CIC, or equivalent
Prior experience with UHNW clients, family offices, or a dedicated private client/PRM practice preferred
Familiarity with specialty lines including fine art, jewelry, watercraft, aviation, and excess/umbrella liability preferred