Direct Sales Representative – Waterloo/Thamesford, Ontario
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 working for a Direct Sales Representative, working out of our Waterloo and/or Thamesford locations.
What you will do…
Sales and Marketing
- Create new business opportunities using developed networks and build a sales pipeline to meet and exceed quote volume and sales goals.
- Accurately and fully complete quote and application documents to be presented to clients after conducting front line underwriting and risk selection.
- 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
- Provide a community presence including participation in company and community events
- Utilize Heartland’s industry leading technology to truly work mobile and efficiently distribute our insurance product offerings.
Policyholder Service and Relations
- Provide exceptional service to client queries and recommend coverage solutions
- Document management with exceptional client file documentation.
- Process policy changes that are within binding authority and prepare and submit documents for policy changes that are outside authority.
- Handle finance and claims inquiries for clients as needed.
- Stay up to date with industry knowledge and actively participate in training initiatives in order to provide exceptional service and provide appropriate coverage solutions to policy holder
What you will bring….
- Post Secondary education in a related field
- 5 years experience in property & casualty insurance
- Excellent organization and communication skills.
- Must have an OTL agent license or the ability to obtain within 60 days of hire (assistance provided).
- Familiarity with PowerBroker or other Industry Management Systems is an asset.
- This position requires the successful candidate to visit clients and to have a valid driver’s license. The candidate would have to provide proof that they have a valid driver’s license upon being hired.
- Prior experience working in a sales office is an asset.
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.
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! 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.
Dedicated to protecting what matters most.
Direct Sales Representative II – New Minas, NS, Canada
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 II.
What you will do…
- Respond to inbound and initiate outbound calls for home, auto, and commercial insurance quotes.
- Conduct risk assessments and gather accurate information for quotes and renewals.
- Manage policy renewals, cross-sell products, and request client referrals.
- Deliver exceptional customer service and recommend tailored coverage solutions.
- Process policy changes, endorsements, and claims inquiries within binding authority.
- Maintain detailed and organized client files, including multi-entity accounts.
- Ensure accurate policy processing and participate in portfolio risk management.
- Use valuation tools (RCT, Douglas Cost Guide, CoreLogic) for building assessments.
- Support a superior customer experience by building strong client relationships.
- Back-up of general office admin duties including mail, downloads, and supply tracking.
What you will bring…
- 3-5 years of P&C insurance experience, preferably in a sales function.
- Must have a Province of Nova Scotia Insurance License or the ability to obtain within 60 days of hire (assistance provided).
- Excellent organization and communication skills.
- Ability to work confidently on your own or collaborate with other teams as required.
- Knowledge in Power Broker or other Industry Management Systems.
- Able to multi-task.
- Able to deal with difficult clients if required.
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 to 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! 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.
Direct Sales Representative – Waterloo, Ontario
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! 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.