Sales and Marketing

• Handle inbound and initiate outbound calls regarding leads for home, auto, BizPak and BizFarm quotes and inquiries.
• Complete risk assessments over the phone and obtain the appropriate information to complete accurate insurance quotes.
• Manage renewal process by gathering required information, cross selling, account rounding and presenting renewals as required.
• Promote the company brand and services/products offered to customers.
• Request referrals from existing clients to help grow the book of business.
• Utilize Heartland’s industry leading technology to distribute our insurance product offerings more efficiently.

Policyholder Service and Relations

• Provide exceptional service to client queries and recommend coverage solutions.
• Keep exceptional client file documentation including x-referencing when multiple entities are owned by clients or prospects.
• Process policy changes that are within binding authority, preparing, and submitting documents for policy changes that are outside authority.
• Process endorsements and new policies in quantum where applicable.
• Handle accounts receivable and claims inquiries for clients as needed.
• Stay current with industry trends and actively participate in training initiatives in order to provide exceptional service and recommend appropriate coverage solutions to policyholders.
• Support other team members.

Office Administrative Duties (Support)

• Completing and processing of downloads
• Preparing deposits according to payment type (cheque, electronic, cash)
• Processing mail and issuing payment receipts.
• Taking outgoing mail to appropriate drop off.
• Maintain inventory track of stationery and office supplies.