Insurance Client Coordinator

Compeer Financial•Janesville, WI

6d•$42,300 - $60,100•Hybrid

About The Position

Compeer Financial is seeking an Insurance Client Coordinator to deliver exceptional client service and support crop insurance sales. The role maintains a portfolio of smaller clients, ensures prompt and efficient servicing of crop insurance policies, and collaborates with the sales team to provide comprehensive support. The coordinator fosters client relationships, identifies cross-selling opportunities, and stays informed about insurance products and industry trends. This position offers a hybrid work option of up to 50% and is based at the Janesville, Wisconsin office. It supports clients through in-person, phone, and digital channels, and works with internal teams, third parties, adjusters, underwriters, and insurance providers. Responsibilities span client relationship management, sales support, crop insurance data entry, documentation, claims assistance, and sales activities.

Requirements

High school diploma or equivalent required.
Valid crop insurance license, or ability to obtain one within three months of hire.
High degree of accuracy, attention to detail, organizational skills, and time-management skills.
Ability to work independently and collaboratively with other teams to achieve goals and represent the business.
Strong client-service and interpersonal skills when dealing with internal and external clients.
Proficiency in Microsoft Office, Salesforce, Onbase, AIP systems, and/or other systems needed to meet client and organizational needs.
Basic agricultural knowledge.
General knowledge of crop insurance programs and information.
Strong listening, written, and verbal communication skills, with the ability to communicate at all levels of the organization.
Ability to meet strict, non-negotiable deadlines.
Must be authorized to work for any employer in the United States; Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.

Nice To Haves

Associate’s degree in business administration, finance, economics, agriculture, or another related field, or an equivalent combination of education and experience to perform the essential functions of the job.
Entry-level experience in insurance or an agriculture-related field.

Responsibilities

Establish, develop, and maintain relationships with internal and external clients and third parties.
Service and support an existing crop insurance portfolio of smaller clients through office, phone, and digital channels.
Manage relationships for assigned clients by addressing inquiries, resolving issues, and identifying growth opportunities.
Review coverage and product information with clients throughout the year to ensure their operational needs are met.
Complete crop insurance documentation, including applications, production reports, acreage reporting, and claims.
Help facilitate client insurance claims in collaboration with the insurance sales team, adjusters, clients, and insurance companies.
Collaborate with Insurance Operations and Insurance Sales teams to meet client needs.
Answer client and sales team policy questions via phone, email, and text.
Collaborate with Insurance Operations, Approved Insurance Provider underwriters, and/or Insurance Officers to deliver services and address concerns.
Assist the Crop Insurance Sales Team with internal processes, procedures, and projects.
Prepare and deliver applications, acreage reports, and production reports for the sales team and client meetings.
Review sales-team documents for accuracy and quality control and ensure compliance with RMA, AIP, and Compeer requirements.
Prepare insurance documents and complete client mailings.
Prepare and provide Power BI reports to help the sales team meet deadlines.
Scan completed crop insurance documents into the document management system.
Use Service Now to facilitate questions from the Crop Insurance Sales Team and AIPs.
Assist with planning and executing sales events and provide additional support across Related Services Operations as needed.
Enter data accurately into AIP systems, including applications, endorsements, acreage reports, production reports, and claims, before deadlines.
Prepare pre-keyed source documents for sales-team client approval and create resulting documents for review before distribution to clients.
Enter data into Salesforce and submit claims to the AIP system as needed.
Manage document indexing in Onbase and assist with seasonal AIP reporting cleanup.
Focus on retaining existing crop insurance clients and identify opportunities to cross-sell products and services suited to their risk-management needs.
Facilitate sales appointments to enroll new crop insurance clients with needs similar in size and service requirements to the existing portfolio.
Prepare quotes for client and prospect appointments.

Benefits

Up to 9% towards 401(k), including a 3% fixed Compeer contribution and up to a 6% match.
Medical, dental, and vision benefits.
HSA/FSA.
Life and AD&D insurance.
Short-term and long-term disability.
Wellness program and EAP.
Vacation, sick leave, holidays and floating holidays.
Parental leave.
Paid volunteer time off.
Learning and development programs.
Mentorship programs.
Cross-functional committee opportunities.
Professional membership and certification reimbursement.
Variable compensation.