Compeer Financial · 1 month ago
Insurance Client Coordinator
WI-Sun Prairie
Full-time
Hybrid
New Grad, Entry Level
$41K/yr - $59K/yrCompeer Financial is a member-owned cooperative providing financial services to support agriculture and rural communities. The Insurance Client Coordinator role involves supporting the servicing, processing, and sales support for insurance products, including data entry and client service tasks.
FinanceFinancial ServicesRentalRisk Management
No H1B
Responsibilities
Enters information accurately into the AIP (Approved Insurance Provider) systems (applications, endorsements, acreage reports and production reports) prior to each deadline
Provides pre-keyed source documents to sales team prior to client approval
Provides resulting documents for review and distribution to client
Indexes documents as they come into the OnBase claims inbox
Enters data into Salesforce as necessary
Assists clients and sales team with gathering and completion of required documents for insurance coverage including, but not limited to applications, acreage reports, production reports, etc
Assists the Crop Insurance Sales Team with questions regarding policies, as well as prepare and deliver documents to the team to use in client meetings
Reviews documents submitted from agents for accuracy and quality control ensuring they are Risk Management Agency (RMA), Approved Insurance Provider (AIP) and Compeer compliant
Ensures the client file is up-to date and accurate
Uses Service Now to facilitate Crop Insurance Sales Team questions
Scans completed crop insurance documents into document management system
Qualification
Required
High School Diploma or equivalent required
Must have a valid crop insurance license or obtain one within three months from the time of hire
Entry-level experience in insurance or Ag related field
Proficient in a minimum of 2 Approved Insurance Provider (AIP) systems
Basic agricultural knowledge
General knowledge of crop insurance programs and information
Strong listening, written and verbal communication skills, with ability to communicate at all levels of the organization
High degree of accuracy, attention to detail, organizational and time management skills
Strong computer skills, including Microsoft Office applications and customer relationship management (CRM) programs
Preferred
Associate's Degree in business administration, finance, economics, agriculture or other related field
Benefits
Hybrid model – up to 50% work from home
Flexible schedules including ample flexibility in the summer months
Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
Learning and development programs
Mentorship programs
Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)
Professional membership/certification reimbursement and more!
Company
Compeer Financial
Compeer Financial offers loan, rental, risk management, and other financial services to 144 counties in Illinois, Minnesota, and Wisconsin.
Founded in 1916
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$300M2025-11-20Undisclosed· $300M
Leadership Team
Jase Wagner
Chief Executive Officer
Jim Roberge
Chief Diversified Markets Officer
Recent News
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2025-10-22
Company data provided by crunchbase