Direct Sales Representative

Waterloo, ON, CA, Canada

Job Description

At Heartland Mutual Insurance, we're more than just a company -- we're a community.



Proudly rooted in Ontario and Nova Scotia, we're driven by a bold vision: to be the Best Mutual. Our team of passionate professionals doesn't just follow the norm -- we challenge it. We think differently, aim high, and deliver on our promise with a personal touch.

Here, you'll be part of a culture that values authenticity, embraces change, and empowers you to make a meaningful impact every day. Together, we bring our purpose to life by living our values and putting people first.



The Direct Sales Centre Rep. is responsible for the sales and service of a growing book of P&C Insurance clients. Use your P&C insurance knowledge to focus on sales and growing a book of business. You will also provide service in order retain business and help grow the book through referrals. This position focuses on personal lines, small farm and small package commercial insurance risks.



What you will be doing:

Sales and Marketing:



Handle inbound calls and leads for home, auto and small business insurance quotes and inquiries. Complete risk assessments over the phone and obtain the appropriate information to complete accurate insurance quotes. Request referrals from existing clients to help grow the book of business. Promote the company brand and services/products offered to customers. Utilize Heartland's industry leading technology to efficiently distribute our insurance product offerings.

Portfolio Management:



Working within defined limits of authority, consistently provide high quality decisions that support the achievement of Heartland's financial targets in accordance with the Operational Plan. Manage a renewal portfolio of assigned clients and coordinating the discussion of renewal strategy with underwriting. Review renewals, endorsements, cancellations, payment notices ensuring accurate processing of policy documentation. Complete building evaluations using either RCT, Douglas Cost Guide, CoreLogic Accurately maintain and update client database as required. Providing exceptional and prompt service to clients, Advisors and Underwriters. Demonstrate Heartland's value proposition of exemplary customer experience through the ongoing development of relationships with key stakeholders:

What you will bring:



Completion of OSSD. Post-secondary education preferred. Excellent organization and communication skills. 2+ years of P&C insurance experience is preferred. Must have an OTL agent license or the ability to obtain within 60 days of hire (assistance provided).

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. Accommodation is available on request for candidates taking part in all aspects of the selection process.



What's in it for You:



Join a Supportive Team: Be part of a collaborative and high-performing team that values knowledge sharing and celebrating wins together. Comprehensive Total Rewards: Enjoy a competitive compensation package, including health and wellness benefits, pension plan, paid time off, and more. Career Growth & Development: Take advantage of continuous learning opportunities and stretch assignments. Make an Impact: Play a key role in helping customers navigate challenging situations with empathy and expertise. Inclusive Culture: Work in an environment that embraces diversity, equity, inclusion and belonging.

At Heartland Mutual Insurance, you're empowered to thrive. Whether it's your career, your well-being, or your future, we've got you covered.

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Job Detail

  • Job Id
    JD3315643
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Waterloo, ON, CA, Canada
  • Education
    Not mentioned