Insurance Advisor

Join to apply for the Insurance Advisor role at Heartland Mutual Insurance
. This position is based in the Thamesford or Waterloo office and offers an exciting opportunity to work in a supportive, community‑oriented environment where your expertise is valued and your contributions truly make a difference.

• 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.
• 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 appropriate coverage solutions to policy holder.

• 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 Power Broker 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.

• 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.