The Baldwin Group · 1 month ago
Sr. Claims Consultant, Private Risk Management - IAS
United States
Full-time
Remote
Senior Level
3+ years expThe Baldwin Group is a recognized expert in managing personal lines insurance claims for high-net-worth individuals and families. The Sr. Claims Consultant serves as a trusted advisor, guiding clients through complex claims scenarios while building strong relationships with clients and carrier partners.
FinanceHuman ResourcesProperty & Casualty InsuranceCreditEmployee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
Partner with high-net-worth clients and their carrier relationships to establish claims protocols that ensure timely reporting, appropriate notification, and favorable resolution across personal lines coverages
Conduct proactive claims reviews with clients and carrier partners to monitor handling quality, reserve accuracy, and settlement standards
Serve as a dedicated claims advocate and liaison for PRM clients, guiding them through the complexity of high-value or disputed claims with clarity and confidence
Regularly monitor individual claims within PRM client portfolios, ensuring reserves and records reflect current status and industry best practices
Act as a concierge-level point of contact during active claims, coordinating with carriers, adjusters, and restoration or specialty vendors on the client's behalf
Contribute to new business development and retention by attending client meetings and articulating Baldwin's approach to claims advocacy and risk mitigation for personal lines clients
Collaborate with PRM Advisors and the Director of Risk Mitigation to provide timely claims summaries, status updates, and outcome reporting
Stay current on trends and developments in high-net-worth personal lines claims, including catastrophic property events, emerging liability exposures, and carrier claims handling practices
Serve as a mentor to junior colleagues on the PRM team, sharing technical expertise in personal lines claims management
Qualification
Required
Strong technical knowledge of personal lines claims, including high-value homeowners, auto, watercraft, collections, and personal excess/umbrella liability
Familiarity with the claims practices and service standards of premier personal lines carriers including Chubb, PURE, AIG Private Client, Cincinnati, and others
Ability to analyze claims trends across a client's personal portfolio to identify cost drivers and recommend proactive risk mitigation strategies
Skilled at communicating complex claims information clearly and compassionately to clients who may be in stressful or urgent situations
Demonstrated ability to influence and advocate on behalf of clients in negotiations with carriers and adjusters
Collaborative approach to working with PRM Advisors, Client Relations, and carrier partners
Professional and persuasive communication style, both verbal and written, across all levels of the firm and a diverse client base
Proficiency in Microsoft Office, agency management systems, and claims tracking tools
Demonstrated alignment with Baldwin's core values and a service philosophy consistent with the expectations of a high-net-worth clientele
A minimum of 3+ years of claims experience is required, with preference for candidates who have worked directly with high-net-worth personal lines clients or in a client-facing claims advocacy role
Preferred
Professional designations such as AIC, SCLA, CPCU, or ARM are preferred
Experience with premier personal lines carriers or a Private Client practice at a peer firm is a significant plus
Company
The Baldwin Group
The Baldwin Group is an advisory firm that delivers insurance, risk mitigation, and wealth management solutions for businesses. It is a sub-organization of The Baldwin Group.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5BKey Investors
Gallatin Point Capital
2025-12-10Post Ipo Debt· $600M
2025-03-26Post Ipo Debt· $110M
2024-05-08Post Ipo Debt· $600M
Leadership Team
Jim Roche
President, The Baldwin Group and CEO, Underwriting, Capacity, & Technology Solutions
Trevor Baldwin
Chief Executive Officer
Recent News
Morningstar.com
2026-05-27
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