Relationship Manager – Private Risk

The Baldwin Group

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

Posted 11/5/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing high-net-worth client relationships, providing personalized service, and advising on complex risks. Proficient in utilizing agency management systems and maintaining compliance while identifying process improvements.

Highest-signal resume keywords

Active Property & Casualty Insurance LicenseExperience in Personal Lines InsuranceKnowledge of HNW Carrier ContractsProficiency in Microsoft Office SuiteExperience with Epic

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Client Relationship ManagementRisk AssessmentPolicy DocumentationLoss Prevention DirectionMarket Trend AnalysisUnderwriting GuidelinesClaims ProcessesRenewal ProposalsProcess ImprovementCompliance Requirements

Soft Skills

ProfessionalismResponsivenessDiscretionWritten CommunicationVerbal Communication

Tools & Technologies

Agency Management SystemsMicrosoft Office SuiteBaldwin PlatformEpic

Certifications & Qualifications

CPRIACPCUCAPICPRMCIC

Industry Keywords

High-Net-Worth ClientsSpecialty LinesFine ArtJewelryWatercraftAviationExcess LiabilityUmbrella LiabilityFamily OfficesPrivate Client Practice

About the role

Key responsibilities & impact

Serve as the primary relationship owner for an assigned book of HNW/UHNW clients
Deliver proactive, personalized service across phone, email, and in-person interactions
Anticipate client needs and recommend coverage, risk alerts, and market changes
Conduct annual interactive client reviews and present renewal proposals
Build trusted advisor relationships that support retention and organic growth
Review exposures, underwriting memos, loss experience, and current coverages to identify gaps
Advise clients on complex risks involving 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, and HNW market trends
Introduce the Baldwin platform, including employee benefits, commercial lines, and asset protection services, when appropriate
Remarket existing programs to ensure competitive placement and alignment with client needs
Cultivate relationships with carrier partners and collaborate 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 workflow 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
Demonstrated knowledge of HNW carrier contracts, underwriting guidelines, and claims processes
Proven 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
Experience with Epic highly preferred
Bachelor's degree in Business, Risk Management, Finance, or a related field preferred
Professional designations strongly preferred: CPRIA, CPCU, CAPI, CPRM, CIC, or equivalent
Prior experience working with UHNW clients, family offices, or a dedicated private client/PRM practice
Familiarity with specialty lines including fine art, jewelry, watercraft, aviation, and excess/umbrella liability

Benefits

Comp & perks

Collaborative, growth-oriented environment
Meaningful career-building opportunities
Opportunity to make a real impact for clients
Concierge-level private risk management practice environment
Professional development through exposure to complex HNW/UHNW risks and carrier relationships