Insurance Client Coordinator

Compeer Financial • Freeport, NY

3d • Hybrid

About The Position

Empowered to live. Inspired to work. 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. How we support you: 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! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit www.compeer.com/careers . Where you will work: This position offers a hybrid work option up to 50% remote and is based out of the Freeport, IL office location. The contributions you will make: This position is responsible for delivering exceptional client service and supporting crop insurance sales. You will maintain a portfolio of smaller clients, ensuring prompt and efficient servicing of clients crop insurance policies and collaborate 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. A typical day: Client Service and Relationship Management Establishes, develops, and maintains strong relationships with internal clients, external clients, and third parties; serves 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 by addressing inquiries, resolving issues, and identifying growth opportunities. Conducts ongoing reviews of coverage and product information to ensure clients’ operational needs are consistently met throughout the year. Completes required crop insurance documentation, including applications, production reports, acreage reporting, and claims. Assists in facilitating client insurance claims by collaborating with the insurance sales team, adjusters, clients, and insurance companies. Collaborates with Insurance Operations Team members and the Insurance Sales Team to ensure client needs are met. Assists clients and the Crop Insurance Sales Team with policy-related questions via phone, email, and text. Sales Support Collaborates with Insurance Operations, Approved Insurance Provider (AIP) underwriters, and/or Insurance Officers to deliver services and address concerns. Assists the Crop Insurance Sales Team with internal processes, procedures, and projects. Prepares and delivers documents (applications, acreage reports, production reports) to support business growth and client meetings. Reviews documents submitted by the Crop Insurance Sales Team for accuracy and quality control, ensuring compliance with Risk Management Agency (RMA), Approved Insurance Provider (AIP), and Compeer standards. Prepares insurance documents and completes client mailings. Generates reports from Power BI to assist the sales team in meeting deadlines. Scans completed crop insurance documents into the document management system. Utilizes ServiceNow to facilitate questions from the Crop Insurance Sales Team and AIP. Assists with planning and executing sales events. Data Entry Accurately enters data into Approved Insurance Provider (AIP) systems, including applications, endorsements, acreage reports, production reports, and claims, ensuring all deadlines are met. Prepares and provides pre-keyed source documents for client approval and generates resulting documents for review prior to distribution. Enters data into Salesforce and submits claims to the AIP system as needed. Manages document indexing within the document management system (OnBase). Assists with seasonal AIP reporting cleanup to ensure completion of data entry. Crop Insurance Sales Focuses on retaining existing crop insurance clients while identifying opportunities to cross-sell products and services aligned with client risk management needs. Facilitates sales appointments to enroll new clients, targeting those with similar size and service needs as existing portfolio clients. Prepares quotes for client and prospect appointments. Product and System Knowledge and Expertise Completes continuing education courses to maintain required insurance licensing. Maintains a comprehensive understanding of crop insurance products offered through Compeer Financial and related FCS eligibility regulations. Stays current on product details and program changes within Crop Insurance and USDA programs. Ensures compliance with RMA guidelines and Compeer best practices across all product lines. Effectively communicates risk management strategies and how specific products meet client needs. Supports the use of company technology, tools, and policies. Keeps current on process and procedure updates. Assists with mentoring interns.

Requirements

• High School Diploma or equivalent required.
• Must possess a valid crop insurance license or have the ability to obtain one within three (3) months of hire.
• Entry-level experience in the insurance or agriculture-related field preferred.
• High degree of accuracy, attention to detail, and strong organizational and time management skills.
• Ability to work independently and collaboratively with cross-functional teams to achieve goals and effectively represent the business.
• Strong client service and interpersonal skills when working with both internal and external clients.
• Proficiency in Microsoft Office, Salesforce, OnBase, Approved Insurance Provider (AIP) systems, and other tools required to support client and organizational needs.
• Basic agricultural knowledge.
• General understanding of crop insurance programs and related information.
• Strong listening, written, and verbal communication skills, with the ability to communicate effectively at all levels of the organization.
• Ability to meet strict, non-negotiable deadlines.

Nice To Haves

• Associate’s Degree in Business Administration, Finance, Economics, Agriculture, or a related field preferred; or an equivalent combination of education and experience sufficient to perform the essential functions of the role.

Responsibilities

• Establishes, develops, and maintains strong relationships with internal clients, external clients, and third parties; serves 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 by addressing inquiries, resolving issues, and identifying growth opportunities.
• Conducts ongoing reviews of coverage and product information to ensure clients’ operational needs are consistently met throughout the year.
• Completes required crop insurance documentation, including applications, production reports, acreage reporting, and claims.
• Assists in facilitating client insurance claims by collaborating with the insurance sales team, adjusters, clients, and insurance companies.
• Collaborates with Insurance Operations Team members and the Insurance Sales Team to ensure client needs are met.
• Assists clients and the Crop Insurance Sales Team with policy-related questions via phone, email, and text.
• Collaborates with Insurance Operations, Approved Insurance Provider (AIP) underwriters, and/or Insurance Officers to deliver services and address concerns.
• Assists the Crop Insurance Sales Team with internal processes, procedures, and projects.
• Prepares and delivers documents (applications, acreage reports, production reports) to support business growth and client meetings.
• Reviews documents submitted by the Crop Insurance Sales Team for accuracy and quality control, ensuring compliance with Risk Management Agency (RMA), Approved Insurance Provider (AIP), and Compeer standards.
• Prepares insurance documents and completes client mailings.
• Generates reports from Power BI to assist the sales team in meeting deadlines.
• Scans completed crop insurance documents into the document management system.
• Utilizes ServiceNow to facilitate questions from the Crop Insurance Sales Team and AIP.
• Assists with planning and executing sales events.
• Accurately enters data into Approved Insurance Provider (AIP) systems, including applications, endorsements, acreage reports, production reports, and claims, ensuring all deadlines are met.
• Prepares and provides pre-keyed source documents for client approval and generates resulting documents for review prior to distribution.
• Enters data into Salesforce and submits claims to the AIP system as needed.
• Manages document indexing within the document management system (OnBase).
• Assists with seasonal AIP reporting cleanup to ensure completion of data entry.
• Focuses on retaining existing crop insurance clients while identifying opportunities to cross-sell products and services aligned with client risk management needs.
• Facilitates sales appointments to enroll new clients, targeting those with similar size and service needs as existing portfolio clients.
• Prepares quotes for client and prospect appointments.
• Completes continuing education courses to maintain required insurance licensing.
• Maintains a comprehensive understanding of crop insurance products offered through Compeer Financial and related FCS eligibility regulations.
• Stays current on product details and program changes within Crop Insurance and USDA programs.
• Ensures compliance with RMA guidelines and Compeer best practices across all product lines.
• Effectively communicates risk management strategies and how specific products meet client needs.
• Supports the use of company technology, tools, and policies.
• Keeps current on process and procedure updates.
• Assists with mentoring interns.

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