Samantha Money
Chicago
Summary
Samantha is Chicago’s leading Ultra-High-Net-Worth Private Risk Insurance Advisor & Aviation Enthusiast, specializing
in tailored solutions for both. Samantha adopts a meticulous approach, closely examining each client's
individual needs which allows her to provide comprehensive risk assessments for every program. She is diligent in
crafting and examining complex insurance policies, proactively pinpointing potential gaps with the goal of preserving
the client's current lifestyle. Additionally, she dedicates herself to educating her clients on the importance of risk
mitigation and its significance.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Partner
The Baldwin Group
03.2023 - Current
- Visionary leadership in personal and aviation insurance for high-net-worth and ultra-high-net-worth clients
- Positioning myself as the key advisor for aviation clients across regions, assisting teams with complex placements and structuring innovative solutions.
- Overseeing agency profitability and expansion into aviation insurance
- Strengthening partnerships with underwriters and aviation industry stakeholders to ensure your company is always ahead of the market.
- Experienced in structuring and placing large, complex aviation risks, including charter operations, hull, and liability coverage for diverse aircraft fleets.
- Skilled in maintaining strong relationships with clients, wealth advisors, and aviation industry experts to provide tailored risk management solutions and proactive insurance strategies.
- Strategic partnerships with wealth managers, family offices, aircraft brokers, and legal advisors
- Market trend analysis and competitive positioning in both personal and aviation sectors
- Exclusive, concierge-level service for affluent and VIP clients with complex asset portfolios
- Multi-generational risk planning and legacy protection, including aircraft ownership structures
- Establishing market presence as a trusted expert in both personal and aviation insurance
Senior Advisor- Acquired by The Baldwin Group
The Baldwin Group
06.2020 - Current
- High-net-worth and ultra-high-net-worth personal insurance solutions
- Complex risk assessment and mitigation strategies
- Custom coverage structuring (e.g., high-value homes, collector cars, yachts, private aviation)
- Underwriting negotiation and carrier relationship management
- Loss prevention and risk consulting for affluent clients
- Claims advocacy and resolution strategies
- Long-term client relationship development and retention
- Multi-line portfolio management and optimization
- High-touch service approach for discerning clientele
- Educating clients on evolving risk exposures (e.g., climate, liability, cyber risks)
- Strategic partnerships with wealth managers, attorneys, and real estate professionals
- High-net-worth lead generation and referral cultivation
Advisor
Rosenthal Brothers Insurance
04.2015 - Current
- Personal lines insurance products (home, auto, umbrella, etc.)
- Risk assessment and coverage recommendations
- Underwriting guidelines and carrier requirements
- Policy quoting, binding, and renewals
- Cross-selling and upselling strategies
- Prospecting and lead generation over time.
- Understanding state insurance regulations and compliance
- Knowledge of claims processes and claims advocacy
- Networking and referral generation
- Cold calling and warm lead follow-ups
Behavioral Therapist
Autism Clinics
09.2008 - 04.2015
- Behavioral assessment and intervention planning
- Cognitive-behavioral therapy (CBT) techniques
- Applied Behavior Analysis (ABA) principles
- Individual and group therapy facilitation
- Crisis intervention and de-escalation strategies
- Data collection and behavioral progress tracking
- Treatment plan development and implementation
- Patience, adaptability, and problem-solving skills
- Strong verbal and written communication
- Collaboration with multidisciplinary teams
- Family and caregiver education and support
Education
University of Iowa
Iowa City, IASkills
- Aviation Insurance Expertise: In-depth knowledge of aviation risks, including charter operations, aircraft hull & liability coverage, and MROs
- Business Development & Client Relationship Management: Proven ability to cultivate and maintain long-term relationships with clients, wealth advisors, and aviation industry experts, driving business growth and client satisfaction
- Strategic Risk Management: Expertise in developing and implementing tailored risk management strategies for high-net-worth clients with complex aviation and personal insurance needs
- Leadership & Mentorship: Strong leadership skills in guiding and mentoring teams across regions, fostering collaboration, and ensuring high performance in delivering specialized insurance solutions
- Market Insights & Industry Relationships: Extensive network within the aviation and insurance industries, leveraging relationships with carriers, underwriters, and industry experts to secure competitive and innovative coverage options
Certification
CAPI- Wharton Executive Education 2023
Chubb Personal Risk Services, in partnership with the Wharton School of the University of Pennsylvania, offers the Certified
Advisor of Personal Insurance (CAPI) designation program. Over 12 months, participants benefit from the collective wisdom of
Wharton Professors, Chubb thought leaders, and industry practitioners. This prestigious designation not only positions you as an expert in the high-net-worth space but also signifies your commitment to attaining the utmost level of industry excellence
Aviation Insurance Association- Core Principles Course 2024
Risk Management, Hull and Liability, Aviation Insurance Law and Contracts, AGL, Claims, Case Studies and more.
Timeline
Partner
The Baldwin Group
03.2023 - Current
Senior Advisor- Acquired by The Baldwin Group
The Baldwin Group
06.2020 - Current
Advisor
Rosenthal Brothers Insurance
04.2015 - Current
Behavioral Therapist
Autism Clinics
09.2008 - 04.2015
University of Iowa
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