Direct Sales Representative

Heartland Mutual Insurance; Ontario; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A leading insurance provider in Ontario is seeking a Direct Sales Representative. You will handle inbound leads for home, auto, and small business insurance while managing a renewal portfolio. Ideal candidates have 2+ years of P&C insurance experience and strong organizational skills. The company offers a hybrid work model and great benefits including health coverage and a pension plan.

Benefits

Health and dental coverage

Generous pension plan

Incentive plan

Qualifications

• 2+ years of P&C insurance experience in sales or underwriting.
• Must have an OTL agent license or ability to obtain within 60 days.
• Excellent organization and communication skills.

Responsibilities

• Handle inbound calls and leads for home, auto, and small business insurance.
• Manage renewal portfolio of assigned clients.
• Provide exceptional customer experience.

Skills

P&C insurance experience

Organization skills

Communication skills

Education

Completion of OSSD

Post-secondary education

CIP, CRM certification

Tools

PowerBroker

Guidewire systems

Job description

Join to apply for the Direct Sales Representative role at Heartland Mutual Insurance

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Join to apply for the Direct Sales Representative role at Heartland Mutual Insurance

Located in Ontario and Nova Scotia, Heartland Mutual Insurance strives to be the Best Mutual. Our team of talented and dedicated professionals challenge the norm and strive to be extraordinary. It’s all about fulfilling our promise with a personal approach. With our team, you’ll bring this purpose to life every day by living our values, being open to change, and pursuing your career aspirations.

Heartland Mutual Insurance has an excellent opportunity in our Direct Sales Department for a Direct Sales Representative.

Direct Sales Representative – Waterloo, Ontario

What You Will Do…

• Handle inbound calls and leads for home, auto and small business insurance.
• Complete risk assessments and manage renewal process.
• Request referrals from existing clients to help grow the book of business.
• Promote the company brand and services / products offered to customers.
• Work within defined limits of authority, consistently providing high quality decisions that support the achievement of Heartland’s financial targets.
• Manage a renewal portfolio of assigned clients and coordinate the discussion of renewal strategy with underwriting.
• Review renewals, endorsements, cancellations, and payment notices, ensuring accurate processing of policy documentation.
• Complete building evaluations using either RCT, Douglas Cost Guide, or CoreLogic.
• Provide exceptional customer experience through the ongoing development of relationships with key stakeholders.

What You Will Bring…

2+ years of P&C insurance experience in either a sales or underwriting position.

Must have an OTL agent license or the ability to obtain within 60 days of hire (assistance provided).

Completion of OSSD. Post-secondary education preferred.

Excellent organization and communication skills.

Completion of CIP, CRM or working towards completion is considered an asset.

Familiarity with PowerBroker or other Broker Management Systems is an asset.

Familiarity with Guidewire systems is an asset.

What We Offer…

In return, we’ll give you countless opportunities to learn and grow. You’ll be empowered to be your best self, do your best work, and make a meaningful impact. Here, you can help shape the future of insurance, win as a team, and grow with us.

At Heartland our benefits are great and include not only health and dental coverage, but also a generous pension plan. All staff members share in our company’s success through our incentive plan. And with our hybrid work model, you get the best of both worlds – the ability to collaborate and connect with great colleagues and enjoy the benefits of working from home.

Intrigued? We can’t wait to hear from you!

Apply Today!

If you have the qualifications we are seeking and would thrive in a work environment where you are valued and respected, please apply on the company website. Accommodations are available on request for candidates taking part in all aspects of the selection process.

A Place Where YOU Can Make a Difference! Proudly Canadian. Mutually Owned.

Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time

Job function

Job function

Sales and Business Development

Industries

Insurance

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