Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 2 days ago

Relationship Manager, Private Risk

The Baldwin Insurance Group Holdings, LLC125 open roles

Where
Remote US
Work mode
Remote
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowRelationship Manager, Private RiskThe Baldwin Insurance Group Holdings, LLC · Remote US

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on The Baldwin Insurance Group Holdings, LLC's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

13.6% of postings close within 7 days. Measured by our own scanner across the market. The Baldwin Insurance Group Holdings, LLC postings stay open a median of 36 days.

Share of postings closed within
  1. 2.3%1 day
  2. 4.7%3 days
  3. 13.6%7 days
  4. 21.9%14 days
  5. 36.9%30 days
  6. 59.0%60 days
This job: posted 2 days ago

The Baldwin Insurance Group Holdings, LLC median: 36 days open

The posting

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

Client Service & Relationship Management

  • Serve 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.
  • Anticipate client needs and surface coverage recommendations, risk alerts, and market changes before clients ask.
  • Conduct annual interactive client reviews, presenting renewal proposals and agendas that reflect a deep understanding of each client's exposures and lifestyle.
  • Build trusted advisor relationships that drive long-term retention and organic growth through referrals.

Risk Analysis & Coverage Consulting

  • Review client exposures, underwriting memos, loss experience, and current coverages to identify gaps and recommend appropriate solutions.
  • Advise and counsel clients on complex risk exposures including high-value homes, fine art and collectibles, watercraft, aircraft, excess liability/umbrella, and specialty lines.
  • Review inspection reports for coverage accuracy and potential loss prevention issues; provide proactive direction to resolve outstanding items and minimize E&O exposure.
  • Remain current on industry offerings, carrier appetite changes, and HNW market trends — making proactive recommendations to clients and leadership.
  • Understand and introduce the holistic Baldwin platform as appropriate, including employee benefits, commercial lines, and asset protection services.

Market Placement & Carrier Relations

  • Act as a market placement specialist, remarketing existing programs as needed to ensure competitive positioning and alignment with client needs.
  • Cultivate strong relationships with carrier partners including PURE, Chubb, AIG Private Client, Cincinnati, Berkley One and specialty markets.
  • Maintain thorough knowledge of insurer contracts, underwriting guidelines, proprietary systems, and appetite to optimize placement decisions.
  • Collaborate with carrier representatives to advocate for favorable outcomes on complex risks, renewals, and claims.

Operational Excellence & Compliance

  • Maintain accuracy, timeliness, and completeness in all client and carrier interactions to minimize errors and omissions exposure.
  • Ensure all policy activity — new business, renewals, endorsements, cancellations — is documented accurately in agency management systems (Epic preferred).
  • Adhere to Baldwin's established workflows, service standards, and compliance requirements across all client interactions.
  • Identify opportunities to improve processes, workflows, and the overall client experience; surface recommendations to leadership.
  • Manage a high-volume workload with strong organizational discipline and attention to detail.

KNOWLEDGE, SKILLS & ABILITIES

Required Qualifications

  • Active 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.
  • Minimum 3 years of experience in personal lines insurance, with demonstrated knowledge of HNW carrier contracts, underwriting guidelines, and claims processes.
  • Proven ability to manage complex client relationships with a high degree of 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.

Preferred Qualifications

  • Bachelor's degree in Business, Risk Management, Finance, or a related field preferred.
  • Professional designations strongly preferred: CPRIA (Chartered Private Risk and Insurance Advisor), CPCU, CAPI, CPRM, CIC, or equivalent.
  • Prior experience working with UHNW clients, family offices, or within a dedicated private client/PRM practice.
  • Familiarity with specialty lines including fine art, jewelry, watercraft, aviation, and excess/umbrella liability.

CORE COMPETENCIES

What We Look For

  • Client Obsession — You treat every client interaction as an opportunity to exceed expectations and build loyalty.
  • Technical Depth — You bring genuine expertise in HNW personal lines and can translate complex coverage concepts into clear client guidance.
  • Ownership Mentality — You manage your book like a business — tracking details, anticipating renewals, and driving outcomes without waiting to be asked.
  • Collaborative Spirit — You partner effectively with, advisors, insurers, and leadership to deliver seamless client experiences.
  • Continuous Improvement — You actively look for ways to sharpen your skills, improve processes, and contribute to the growth of the PRM practice.

ABOUT THE BALDWIN GROUP

Why Baldwin PRM

The 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.

Baldwin offers a collaborative, growth-oriented environment where colleagues are empowered to build meaningful careers while making a real impact for the clients they serve.

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.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against The Baldwin Insurance Group Holdings, LLC's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on The Baldwin Insurance Group Holdings, LLC's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    The Baldwin Insurance Group Holdings, LLC's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.