Insurance Client Coordinator

The role

This person will deliver client service and support crop insurance sales. They will manage a portfolio of smaller clients and collaborate with the sales team.

What you will do

• Establishes, develops, and maintains relationships with internal and external clients.
• Services and supports an existing crop insurance portfolio of smaller clients.
• Serves as the primary relationship manager for assigned clients.
• Conducts ongoing reviews of coverage and product information with clients.
• Completes required crop insurance documentation including applications, production reports, acreage reporting and claims.
• Assists with facilitating client insurance claims.
• Collaborates with Insurance Operations and Sales teams.
• Assists Crop Insurance Sales Team with internal processes, procedures, and projects.
• Reviews documents for accuracy and compliance with RMA, AIP and Compeer.
• Enters data into AIP systems, Salesforce, and OnBase.

Required qualifications

• High School Diploma or equivalent
• 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
• Ability to work independently and collaboratively
• Strong client service and interpersonal skills
• Proficient in Microsoft Office, Salesforce, OnBase, AIP systems and/or other systems required
• Basic agricultural knowledge
• General knowledge of crop insurance programs and information
• Strong listening, written and verbal communication skills
• Ability to meet strict non-negotiable deadlines

Nice to have

• Associate’s Degree in business administration, finance, economics, agriculture or other related field
• Entry-level experience in insurance or Ag related field

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)
• 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
• Professional membership/certification reimbursement

Before you apply

• 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

About the company

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. They provide financial services to support agriculture and rural communities.