SDI Staffing
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Dallas Pietak
Private Client Insurance Producer - Hybrid!
Job Description
Insurance Producer needed for an agency with a dedicated Private Client Department in Mesa, Arizona!
Are you passionate about sales and delivering stellar service to clients with large property and asset portfolios? Do you thrive in a growth – focused environment? If so, this could be the perfect opportunity for you! The agency we are working with is adding an experienced Insurance Producer to their dedicated Private Client Department. This agency believes in investing in their employees' future. They’re committed to supporting you obtain and maintain designations and continue your insurance education.
As a Private Client Insurance Producer, you'll play a key role in establishing and maintaining relationships with clientele. With a minimum of 5 years’ experience as a Producer, specifically with Client accounts, you will be entrusted to be the insured’s advisor in challenging insurance markets!
Responsibilities include but are not limited to:
To succeed in this role, you should possess the following:
Are you passionate about sales and delivering stellar service to clients with large property and asset portfolios? Do you thrive in a growth – focused environment? If so, this could be the perfect opportunity for you! The agency we are working with is adding an experienced Insurance Producer to their dedicated Private Client Department. This agency believes in investing in their employees' future. They’re committed to supporting you obtain and maintain designations and continue your insurance education.
As a Private Client Insurance Producer, you'll play a key role in establishing and maintaining relationships with clientele. With a minimum of 5 years’ experience as a Producer, specifically with Client accounts, you will be entrusted to be the insured’s advisor in challenging insurance markets!
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- HOURS: Full-Time Hours, Mon-Fri, 8:00AM-5:00PM
- DURATION: Direct Hire
- PAY: $80,000 + Commissions
- WORKSITE: Onsite in Mesa during training and hybrid, 1 day per week in office thereafter
- BENEFITS: This client offers a generous benefits package, including health and dental, profit sharing, and support to obtain designations
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Responsibilities include but are not limited to:
- Actively generate new business through prospecting, strategic networking, cross-selling, and referrals
- Serving as the trusted advisor to these clients in complex insurance markets
- Staying abreast of current insurance market trends and underwriting guidelines
- Collaborating with the agency departments to ensure all aspects of the client’s assets and needs are cared for and insured properly
- Assist the Account Executive with complex challenges that may arise
- Reviewing current policies, assets, and finances to provide proper coverage
- Attend and run onsite client meetings including pre and post renewal presentations
To succeed in this role, you should possess the following:
- Minimum of 5 years of recent independent insurance agency experience selling personal lines insurance for Private Client/High-Net-Worth accounts, including accounts with multiple homes, luxury vehicles, yachts, private planes, and high umbrella limits
- Experience quoting and negotiating with carriers, such as PURE, Nationwide Private Client, CHUBB, Travelers, and Cincinnati is required!
- Applied Epic experience is highly preferred
- Experience with Trusts is a plus!
- Strong and effective communication skills
- Experience with E&S Markets
- An Active AZ P&C License
- Excellent organizational, time management skills, and computer proficiency
- Ability to apply critical thinking, make sound judgments, and pay attention to detail
- Ability and willingness to travel to meet with clients during pre and post renewal period
Meet Your Recruiter
Dallas Pietak
Account Manager
Dallas joined SDI Staffing in 2021. She brings with her nearly 10 years' Account Management experience in Personal and Commercial Lines. As an Account Manager at SDI Staffing, Dallas is able to use her Insurance experience in helping both employees and employers build long-lasting relationships. She is also an active member of the Association of Insurance Professionals (San Diego Chapter) and has obtained her Certified Staffing Professional designation (CSP).
- Certified Staffing Professional (CSP)
- Employment Committee Chair San Diego Association of Insurance Professionals (SDAIP)
When she’s not acting as a career match-maker, Dallas enjoys cooking, hiking, traveling, and spending time with her Shih-Tzu.
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