Insurance Client Coordinator

Insurance Client Coordinator

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!

Where You Will Work:

This position offers a hybrid work option up to 50% and is based out of the Janesville, WI office location.

The Contributions You Will Make:

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.

A Typical Day:

Client Service and Relationship Management

• 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.

Sales Support

• 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.

Data Entry

• 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.

Crop Insurance Sales

• 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 appointment

The Skills And Experience We Prefer You Have:

• 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.
• Entry-level experience in insurance or Ag related field, preferred.
• High degree of accuracy, attention to detail, organizational 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 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.
• Basic agricultural knowledge.
• General knowledge of crop insurance programs and information.
• Strong listening, written and verbal communication skills, with ability to communicate at all levels of the organization.
• Ability to meet strict non-negotiable deadlines.

How We Will Take Care Of You:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

Base Pay

$42,300 - $60,100 USD

Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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.

Click here to view federal employment laws applicable for applicants.