AXG Advisors is a boutique insurance brokerage with a specialty practice in the “Private Client” sector; more traditionally known as “High-Net-Worth Personal Lines”. We engage with individuals, families, and family offices with a typical net worth of $100mn plus as the family risk manager. We conduct asset and liability evaluations in order to make technical recommendations for insurance as well as other risk mitigation strategies. Part of our core business is AXG Concierge solutions which manages our clients art, jewelry, and car collections as offsite curators and helps provide executive level security placement for family travel.
The roles we’re currently looking to fill are entry level, client/carrier service associates.
The individuals would be required within their first year to obtain the necessary licensing (which we would pay and allot time for), after which we would expect them to engage with both the carriers and clients as relationship managers after they completed the appropriate internal training.
AXG Advisors is seeking a Private Client Associate. This position will be responsible for supporting Executive leadership in their daily duties and provide exceptional customer service to a private client book of business.
Their focus is on private clients offering a high level of personalized service and industry expertise.
• High Net Worth experience a plus
• Knowledge of Microsoft Excel and Word
• Ability to learn appropriate software programs
Position is 100% WFH.