Direct Sales Representative

Heartland Farm Mutual Inc.; Waterloo; Hybrid; CAD 45,000 - 65,000; Full time

Job summary

Heartland Farm Mutual Inc. is seeking a Direct Sales Representative to manage inbound sales and renewals within their Direct Sales Department. The ideal candidate will have 2+ years of P&C insurance experience, excellent communication and organization skills, and the ability to build strong relationships with clients. This role offers a hybrid work model, competitive benefits including health and dental coverage, and a generous 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.
• CIP, CRM or actively working towards completion is an asset.

Responsibilities

• Handle inbound calls and leads for home, auto and small business insurance.
• Manage renewal portfolio of assigned clients.
• Request referrals from existing clients to help grow the book of business.

Skills

Organization

Communication

Education

Completion of OSSD

Post-secondary education preferred

Tools

PowerBroker

Guidewire

Job description

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.

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!

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.