Direct Sales Representative Ii

4 weeks ago

New Minas, Canada Heartland Farm Mutual Inc. Full time

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.
What you will do...
**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 multipleentities 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.

What you will bring...
- Post Secondary education in a related field.
- 3-5 years previous experience working in property & casualty insurance including in a sale function is preferred.
- 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
A Place Where YOU Can Make a Difference Proudly Canadian. Mutually Owned.

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