Insurance Client Coordinator

Compeer Financial•Janesville, WI

6d•Hybrid

About The Position

The Insurance Client Coordinator delivers exceptional client service and supports crop insurance sales. The role maintains a portfolio of smaller clients, ensuring their crop insurance policies are serviced promptly and efficiently while collaborating with the sales team. The coordinator builds strong client relationships, identifies cross-selling opportunities, and stays informed about insurance products and industry trends. This position is based out of Compeer Financial’s Janesville, Wisconsin office and offers a hybrid work option of up to 50% remote work. It supports clients and the Crop Insurance Sales Team through relationship management, policy documentation, claims assistance, sales operations, data entry, reporting, and sales activities. The role requires accuracy and attention to detail, the ability to meet strict deadlines, and effective collaboration with clients, internal teams, underwriters, adjusters, and insurance providers.

Requirements

High school diploma or equivalent.
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 working with internal and external clients.
Proficiency in Microsoft Office, Salesforce, Onbase, Approved Insurance Provider systems, and/or other systems needed to meet client and organizational needs.
Basic agricultural knowledge.
Strong listening, written, and verbal communication skills, with the ability to communicate at all organizational levels.
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.

Nice To Haves

Associate’s degree in business administration, finance, economics, agriculture, or another related field, or an equivalent combination of education and experience.
Entry-level experience in insurance or an agriculture-related field.
General knowledge of crop insurance programs and information.

Responsibilities

Establish and maintain relationships with internal clients, external clients, and third parties, serving as a liaison between the organization and stakeholders.
Service an existing crop insurance portfolio of smaller clients conducting business in person, by phone, or through digital platforms.
Manage assigned client relationships, respond to inquiries, resolve issues, and identify 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 insurance claims by collaborating with the sales team, adjusters, clients, and insurance companies.
Collaborate with Insurance Operations and Insurance Sales Team members to meet client needs.
Answer client and sales team questions about policies by phone, email, and text.
Work with Insurance Operations, Approved Insurance Provider underwriters, and/or Insurance Officers to deliver services and address concerns.
Support the Crop Insurance Sales Team with internal processes, procedures, projects, and sales events.
Prepare and deliver applications, acreage reports, and production reports for the sales team and client meetings.
Review sales team documents for accuracy and compliance with Risk Management Agency, Approved Insurance Provider, and Compeer requirements.
Prepare insurance documents and client mailings, produce Power BI reports to help the sales team meet deadlines, and scan completed documents into the document management system.
Use Service Now to facilitate questions from the Crop Insurance Sales Team and Approved Insurance Providers.
Enter applications, endorsements, acreage reports, production reports, and claims into Approved Insurance Provider systems before deadlines.
Prepare pre-keyed source documents for client approval and create resulting documents for review before distribution.
Enter data into Salesforce, submit claims to the Approved Insurance Provider system as needed, and manage document indexing in Onbase.
Assist with seasonal Approved Insurance Provider reporting clean-up and data-entry completion.
Retain 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 to those of the existing portfolio.
Prepare quotes for client and prospect appointments.
Provide additional support across Related Services Operations as needed.

Benefits

Hybrid work model with up to 50% work from home.
Flexible schedules, including ample flexibility during summer months.
Up to 9% toward a 401(k), including a 3% fixed Compeer contribution and up to a 6% match.
Medical, dental, and vision benefits.
Health savings and flexible spending accounts.
Life and AD&D insurance.
Short-term and long-term disability.
Wellness program and employee assistance program.
Vacation, sick leave, holidays, and floating holidays.
Parental leave.
Paid volunteer time off.
Learning and development programs.
Mentorship programs.
Cross-functional committee opportunities, including the Inclusion Council and emerging professional groups.
Professional membership and certification reimbursement.
Variable compensation.