Compeer Financial · 3 weeks ago
Insurance Client Coordinator
IL-Macomb
Full-time
Hybrid
New Grad, Entry Level
$46K/yr - $65K/yrCompeer Financial is a member-owned cooperative that provides financial services to support agriculture and rural communities. The Insurance Client Coordinator is responsible for delivering exceptional client service and supporting crop insurance sales while maintaining strong client relationships and ensuring efficient servicing of crop insurance policies.
FinanceFinancial ServicesRentalRisk Management
No H1B
Responsibilities
Establishes, develops, and maintains strong relationships with internal clients, external clients, and third parties, serving as a key liaison between the organization and these stakeholders
Services and supports an existing crop insurance portfolio consisting of smaller clients who conduct business in the office, over the phone, or through digital platforms
Serves as the primary relationship manager for assigned clients, addressing inquiries, resolving issues and identifying growth opportunities
Conducts ongoing reviews of coverage and product information with clients to ensure their operational needs are consistently met throughout the year
Completes required crop insurance documentation for clients, including applications, production reports, acreage reporting and claims
Assists with facilitating client insurance claims by collaborating with insurance sales team, adjusters, clients and insurance companies
Collaborates with other Insurance Operations Team members and Insurance Sales Team to ensure client needs are met
Assists clients and the Crop Insurance Sales Team with questions regarding policies via phone, email and text
Collaborates with Insurance Operations, Approved Insurance Provider underwriters and/or Insurance Officers to deliver services and address any concerns
Assists Crop Insurance Sales Team with internal processes, procedures, and projects
Prepares and delivers documents (applications, acreage reports, production reports) for crop insurance sales team to grow the business and use in client meetings
Reviews documents submitted from Crop Insurance Sales Team for accuracy and quality control ensuring they are Risk Management Agency (RMA), Approved Insurance Provider (AIP) and Compeer compliant
Prepares insurance documents and completes client mailings
Prepares and provides reports from Power BI to assist the sales team to ensure deadlines are met
Scans completed crop insurance documents into document management system
Utilizes Service Now to facilitate Crop Insurance Sales Team and AIP questions
Assists with planning and executing sales events
Accurately enters data into the Approved Insurance Provider (AIP) systems, including applications, endorsements, acreage reports, production reports, and claims, ensuring all are completed before deadlines
Prepares and provides pre-keyed source documents to the sales team for client approval and creates resulting documents for review before client distribution
Enters data into Salesforce and submits claims to the Approved Insurance Provider system as needed
Manages document indexing in the document management system (Onbase)
Assists with seasonal AIP reporting clean-up to ensure completion of data entry
Proactively focuses on retaining existing crop insurance clients and identifies opportunities to cross-sell insurance products and services that align with clients' risk management needs
Facilitates sales appointments to enroll new crop insurance clients, targeting those with similar size and service needs as the existing clients in their portfolio
Prepares quotes for client and prospect appointments
Qualification
Required
High School Diploma or equivalent required
Must have a valid crop insurance license or ability to obtain one within three months from the time of hire
High degree of accuracy, attention to detail, organizational and time management skills
Strong client service and interpersonal skills in dealing with both internal and external clients
Proficient in Microsoft Office, Salesforce, Onbase, AIP systems and/or other systems required to meet the client and organizational needs
Preferred
Associate's Degree in business administration, finance, economics, agriculture or other related field, preferred
Entry-level experience in insurance or Ag related field, preferred
Benefits
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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