Sales and Marketing:

• Create and implement a business development plan to generate new business opportunities.
• Complete risk assessments over the phone and by visiting clients in person to 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.
• Request referrals from existing clients to help grow the book of business.
• Promote the company brand and services/products offered to customers.
• Participate in networking events to promote Heartland and the services you provide as an insurance agent.
• Utilize Heartland’s industry leading technology to efficiently distribute our insurance product offerings.
• You will create new business opportunities using developed networks and build a sales pipeline to meet and exceed sales goals.
• You will service a portfolio of Auto, Home, Commercial and Farm insurance business requiring a proven underwriting ability and a dedication to customer service perfection.
• You will provide the best possible protection for policyholders by advising them to make informed choices and answering product questions.

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.
• Participate in or provide training and development initiatives to constantly enhance the quality of decision making and risk selection.
• Manage a renewal portfolio of assigned clients and coordinating the discussion of renewal strategy with your support staff (Agency Administrator) and underwriting. Visiting risks in person when required.
• Work with Agent support staff to 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.
• Analyzing client coverages, exposures and loss experience, to determine risk requirements.
• Keep current on underwriting rules and workflow processes.
• Handling routine inquiries (Respond to inquiries from clients and Underwriting).

Customer Experience:

• Providing exceptional and prompt service to clients, Agency Administrators and Underwriters.
• Demonstrate Heartland’s value proposition of exemplary customer experience through the ongoing development of relationships with key stakeholders.
• Develop strong customer relationships through personal accountability and high-quality decision making.
• Service a portfolio of personal insurance businesses requiring a proven underwriting ability and a dedication to customer service perfection
• Provide the best possible protection for policyholders by advising them to make informed choices and answering product questions