Joe Valerio joins The Baldwin Group as COO, Insurance Advisory Solutions

The Baldwin Group has appointed Joe Valerio as Chief Operating Officer of Insurance Advisory Solutions (IAS), its retail property and casualty and employee benefits brokerage business.

Valerio will oversee operations and client experience initiatives across IAS, reporting to Dan Galbraith, President of The Baldwin Group and CEO of Retail Brokerage Operations. He joins from World Insurance Associates, where he led the Western Division, and previously served as COO for the CRB North America Industry Verticals Division at Willis Towers Watson.

“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.” – Dan Galbraith, President of The Baldwin Group and CEO of Retail Brokerage Operations.

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.