Insurance Client Coordinator

New Office Location Coming in 2024 - This position will work out of Eau Claire, WI!!

Compeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture!

Tell me more about this opportunity.

Position Overview:

This position assists in supporting the servicing, processing and sales support for insurance products.

Essential Functions:

• Enters information accurately into the AIP (Approved Insurance Provider) systems (applications, endorsements, acreage reports and production reports) prior to each deadline.
• Provides resulting documents for review and distribution to client.
• Indexes documents as they come into OnBase, claims inbox.
• Enters data into Salesforce as necessary.
• Enters claims into Approved Insurance Provider system.
• Assists the Crop Insurance Sales Team with questions regarding policies via phone, ema il and jabber.
• Reviews documents submitted from agents for accuracy and quality control ensuring they are Risk Management Agency (RMA), Approved Insurance Provider (AIP) and Compeer compliant.
• Ensures the client file is up-to date and accurate.
• Prepares and delivers documents (applications, acreage reports, production reports) for crop insurance sales team to grow the business and use in client meetings.
• Prints and highlights insurance documents to assist sales team with client mailings.

Minimum Qualifications & Required Knowledge, Skills and Abilities:

• 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 obtain one within three months from the time of hire.
• Minimum of 1 year of experience in insurance or Ag related field.
• Proficient in a minimum of 2 AIP systems.
• 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.
• High degree of accuracy, attention to detail, organizational and time management skills.
• Strong computer skills, including MS Office applications and customer relationship management (CRM) programs.
• Ability to work independently and collaboratively with other teams to achieve goals and represent the business.
• Ability to work in a remote team environment.
• Strong client service skills.
• Ability to meet strict non-negotiable deadlines.
• Valid driver's license.

Who is Compeer Financial?

Compeer Financial exists to champion the hopes and dreams of rural America. By joining our team, you will help empower those in agriculture and rural communities to achieve their goals and expand their possibilities. We embrace business agility and innovative approaches to serving our clients and communities.

Why join our team?

• Amazing team members who are passionate about serving agriculture and rural America.
• Investment in our team members' education, growth and development.
• Engagement in our communities through giving back and volunteerism.
• Flexible, collaborative and dynamic work environment.
• Great benefits:
  
  • Medical, Dental, Vision insurance
  • 401K (3% Compeer contribution & up to an additional 6% match)
  • Paid time off (vacation, sick leave, holidays, volunteer time)
  
  

Find out why our team members choose Compeer Financial by watching .

How do I apply?

Qualified candidates, please apply online at .

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.