Insurance Client Coordinator

Compeer Financial • Macomb, IL

5h • Hybrid

About The Position

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. This position is responsible for delivering exceptional client service and supporting crop insurance sales. The incumbent maintains a portfolio of smaller clients, ensuring prompt and efficient servicing of clients crop insurance policies and collaborates with the sales team to provide comprehensive support. Fosters strong client relationships, identifies opportunities for cross-selling, and stays informed about the latest insurance products and industry trends.

Requirements

• High School Diploma or equivalent required; Associate’s Degree in business administration, finance, economics, agriculture or other related field, preferred; OR an equivalent combination of education and experience to perform the essential functions of the job.
• 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.
• 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

• Entry-level experience in insurance or Ag related field, preferred.

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.
• Provides additional support across Related Services Operations as needed.
• 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.

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!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees