Private Client Insurance Account Executive - Hybrid!

Mesa, AZ 85204

Employment Type: Direct Hire Job Category: Personal Lines Job Number: 7267

Job Description

Private Client Insurance Account Executive Opportunity in Mesa, AZ!
Are you ready to join a thriving Insurance Agency in Mesa, AZ, that's passionate about client care and fostering employee growth? We're seeking a dedicated Private Client Account Executive to become a crucial part of this client’s team.

This agency believes in investing in their employees' future. They’re committed to helping you obtain and maintain designations and continue your insurance education. As a Private Client Account Executive, you'll play a pivotal role in ensuring the peace of mind for their high net worth clients.
Your responsibilities will include managing Homeowners' insurance, crafting personalized Auto coverage, and delivering exceptional service. This role goes beyond routine tasks, involving:
  • Providing insightful advice
  • Efficiently processing policy changes
  • Remarketing policies and writing new policies as needed for existing clients
  • Conducting thorough policy checks
  • Reviewing assets and finances to provide proper coverage
  • Actively generating new business through strategic networking, cross-selling, and referrals
      • HOURS:  Full-Time Hours, Mon-Fri, 8:00AM-5:00PM
      • DURATION:  Direct Hire
      • PAY:  $70,000 - $80,000 + Commissions (Depending on experience)
        • For $75,000+, MUST have 7+ years in HNW accounts servicing and sales
      • 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
To succeed in this role, you should possess the following:
  • Minimum of 5 years of recent independent insurance agency experience servicing personal lines insurance on high net worth accounts, including accounts with multiple homes, luxury vehicles, and high umbrella limits
  • Experience with high net worth carriers, such as PURE, Nationwide Private Client, CHUBB, Travelers, and Cincinnati 
  • 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

By joining this team, you'll have the opportunity to maintain professional working relationships with insurance carriers, clients, their representatives, and various departments within the agency. Elevate your career with this client, and be a part of a team that values your expertise and commitment to excellence!

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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