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Heartland Mutual Insurance logo

Insurance Advisor

Waterloo, Ontario
Mid Level
full_time

Top Benefits

Health and wellness benefits
Pension plan
Paid time off

About the role

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.

Insurance Advisor We’re currently seeking an experienced Insurance Advisor to join our team at either our Thamesford or Waterloo office.

This is an exciting opportunity to work in a supportive, community-oriented environment where your expertise is value and your contributions truly make a difference.

What You'll 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'll 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 successful 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.

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.

About Heartland Mutual Insurance

Insurance
51-200

Heartland Farm Mutual Inc. became a legal entity, formed from the merger of North Waterloo Farmers Mutual and Oxford Mutual. These two parent companies brought together long-standing experience in serving Ontario’s insurance needs. In August 2021, Heartland Farm Mutual amalgamated with The Kings Mutual Insurance Company of Berwick, Nova Scotia. The Kings Mutual Insurance Company has been fulfilling the needs of residential, commercial, and agricultural policyholders in Nova Scotia since 1904.

Heartland Farm Mutual is in your community. Whether you're in agriculture, a business owner or a homeowner, more than ever, people like you appreciate the value of the mutual insurance alternative.

Our Vision

To be the leading Mutual dedicated to fulfilling our promise with a personal approach.

Our Mission

Providing tailored insurance solutions through exemplary customer experience-building on our legacy of protecting agribusiness and communities.

Our Values

• Integrity – Our strong moral principles are demonstrated by our commitment to honesty and fairness in all our interactions. • Diversity and Inclusion – We recognize and appreciate diversity and value the contributions of all by fostering an inclusive environment. • Accountability – We deliver on our promises and assume ownership of our actions. • Community & Environment – We contribute positively to improve the quality of life and the sustainability of our communities. • Progressive – We seize value opportunities and embrace change. • Customer Focus – We focus on providing the best customer experience and create outcomes that deliver long term value.