Experience

Baili is a director in Citrin Cooperman's Business Management and Family Office Practice, where she leads insurance strategy and delivers sophisticated risk management solutions for high-profile individuals. She brings over 16 years of experience spanning personal risk management, high-net-worth personal lines, and complex commercial insurance advisory, with deep expertise supporting high-profile clients including musicians, entertainers, professional athletes, and public figures. Baili has extensive experience in commercial entertainment and touring insurance, with a specialized focus on integrating personal and commercial programs to minimize coverage gaps and ensure seamless, comprehensive protection across all risk exposures. She is recognized for her strategic, client-centric approach, strong carrier relationships, and ability to structure cost-effective, fully integrated solutions in highly complex and dynamic risk environments.

Baili’s areas of focus include offering guidance to high-net-worth individuals and families on complex personal insurance programs, with specialized expertise in the entertainment industry. She works extensively with musicians, entertainers, and their advisory teams to structure integrated insurance solutions across personal and commercial exposures, including touring risks, luxury residences, fine art, aviation, and specialty assets. Her ability to bridge the crossover between personal and commercial policies ensures seamless coverage and minimizes potential gaps for clients with multifaceted risk profiles.

In addition to her client advisory work, Baili has a proven track record of leadership and operational excellence. She has managed and developed high-performing sales and service teams, led departments with over a dozen direct reports, and overseen multimillion-dollar books of business while driving profitability and growth. She is recognized for building strong referral networks with business managers, family offices, and wealth advisors, and for consistently delivering tailored, high-touch service in competitive markets.

Baili’s technical expertise is reinforced by her professional designations, including Certified Personal Risk Manager (CPRM) and Certified Advisor of Personal Insurance (CAPI), as well as her ongoing pursuit of the Chartered Private Risk and Insurance Advisor (CPRIA) designation. These credentials, combined with her deep market knowledge and carrier relationships, enable her to deliver sophisticated, strategic risk solutions for her clients.

Prior to joining Citrin Cooperman, Baili built a progressive career helping high-net-worth individuals and entertainment professionals on complex insurance and risk management strategies. Most recently, she served as an associate vice president at a full-service commercial insurance brokerage and risk management firm, where she played a key role in expanding referral pipelines within the entertainment industry. In this role, Baili worked closely with underwriting teams to negotiate favorable terms and develop customized coverage solutions, while overseeing and optimizing sophisticated personal insurance portfolios for high-profile clients.

Previously, Baili was a private risk advisor at a highly specialized boutique insurance brokerage and wealth-protection advisory firm, where she focused on business development and complex risk advisory for affluent individuals and families. She developed strong relationships with entertainment business managers and family office advisors, conducted in-depth risk analyses for diverse asset portfolios—including luxury homes, fine art, yachts, and aviation—and structured tailored insurance programs to address highly specialized exposures. Her work included reviewing and placing both personal and commercial lines, with expertise in identifying and mitigating coverage gaps across integrated insurance programs.

Baili spent over six years with an independent insurance brokerage and risk management firm, where she advanced into leadership roles, ultimately serving as personal insurance department leader and vice president. In this capacity, she led both sales and service teams, managed a multimillion-dollar book of business, and drove growth and profitability within the division. She was responsible for mentoring producers, overseeing client service excellence, and maintaining strategic carrier relationships, while continuing to personally help high-net-worth clients and secure new business.

She began her career at a boutique insurance brokerage and risk management firm, where she specialized in servicing VIP and high-profile individuals, managing large books of business.