The Baldwin Group (“Baldwin” or the “Company”) announced that Joe Valerio will be joining the firm as Chief Operating Officer (COO), Insurance Advisory Solutions (IAS), the firm’s retail property and casualty and employee benefits brokerage business.
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In this new role, Mr. Valerio will be responsible for continuing to drive operational excellence and vanguard client experience outcomes across IAS as the firm remains focused on delivering industry-leading results and client experiences. He will report to Dan Galbraith, President, The Baldwin Group and Chief Executive Officer, Retail Brokerage Operations.
“As a recognized and experienced insurance executive, Joe brings nearly 30 years of industry experience and we are thrilled that he will be joining our leadership team as we continue to accelerate scalable growth, market leadership, and industry-defining client experiences. Joe is a recognized transformational industry leader possessing unique insights, a competitive attitude and a winning track record for delivering operational excellence and growth outcomes. He will partner with myself and our IAS leaders to set and achieve strategic revenue goals and ensure operational execution is aligned with our firm’s mission, vision, culture and financial targets,” said Galbraith.
Most recently, Mr. Valerio served as Division Leader, Western Division, for World Insurance Associates, LLC. Prior to World Insurance, he served as Chief Operating Officer for the CRB North America Industry Verticals Division at Willis Towers Watson.
Joe holds a Master of Business Administration degree with a concentration in Finance and Strategic Management from Villanova University and a Bachelor of Arts in Economics from the University of Pennsylvania.
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