Family Office Executive, Private Risk

The Baldwin Group

About The Position

The Family Office Executive, Private Risk, serves as a recognized subject-matter expert dedicated to the largest and most complex multi-generational families within the Private Risk segment. The role provides strategic guidance and day-to-day service administration for bespoke insurance solutions, operating with significant autonomy. The Family Office Executive partners with clients, their advisors, and internal teams to deliver innovative risk-management strategies and an exceptional client experience, and influences carrier product development for unique exposures.

Requirements

Deep knowledge of multiple lines of coverage beyond high-net-worth personal lines, including property, liability, and specialty risks.
Strong consultative and relationship-management skills, including the ability to influence senior advisors and clients.
Advanced problem-solving and critical-thinking skills for complex, multi-faceted risk scenarios.
Excellent verbal and written communication skills, including the ability to present to sophisticated audiences.
Proficiency in Microsoft Office Suite and agency management systems, and ability to learn new platforms quickly.
Demonstrated behavior aligned with the firm's culture and core values.
6–8 years of experience 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 all required licenses within the first 90 days of employment.

Nice To Haves

Bachelor's degree in business, finance, risk management, or a related field, or an equivalent combination of education and experience.
Advanced industry designation such as CPCU, ARM, CPRIA, or CAPI.
Experience with bespoke insurance programs for UHNW clients.

Responsibilities

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 that address evolving family-office needs.
Participate in family-office-focused education, forums, and industry groups to stay current on emerging trends and best practices.
Collaborate with insurance carriers to develop creative solutions for unique and complex exposures, influencing product development and underwriting strategies.
Conduct quarterly or more frequent client meetings to review coverage, identify new and emerging risks, and present tailored recommendations.
Oversee complex agency-bill accounts, ensuring accuracy and simplicity for clients and maintaining regulatory compliance.
Coordinate efforts 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 the largest and most complex family-office accounts.
Review coverage and identify new and emerging risks during client reviews.