Crop Insurance Client Coordinator at Compeer Financial Indiana

Compeer Financial; Indiana (PA); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Flexible schedules

401(k) contributions

Medical, dental, and vision benefits

Job summary

Compeer Financial is seeking a Crop Insurance Client Coordinator to assist in servicing, processing, and sales support for insurance products. This hybrid role requires data entry, client service, and office support tasks focused on crop insurance.

The ideal candidate will have strong client service skills, attention to detail, and the ability to work collaboratively with teams. Candidates are required to have a High School Diploma or equivalent and must obtain a valid crop insurance license within three months.

Qualifications

• High School Diploma or equivalent required.
• Must have a valid crop insurance license or obtain one within three months.
• Minimum of 1 year of experience in insurance or agriculture related field.

Responsibilities

• Assists clients and sales team with necessary documents for insurance.
• Enters data into the AIP systems for accurate processing.
• Maintains comprehensive knowledge of crop insurance products.

Skills

Client service skills

Communication skills

Attention to detail

Agricultural knowledge

Computer skills

Education

High School Diploma or equivalent

Associate's Degree in business or related field

Tools

Salesforce

AIP systems

MS Office applications

Job description

Crop Insurance Client Coordinator – Hybrid work in Sun Prairie, WI.

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 provide financial services to support agriculture and rural communities.

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 401(k) (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 (e.g., Diversity & Inclusion Council, emerging professional groups)
• Professional membership/certification reimbursement and more

Casual/seasonal & intern team members are not eligible for benefits except for state‑mandated programs.

Contributions you will make

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

A typical day

Data Entry

• Enters information accurately into the AIP (Approved Insurance Provider) systems (applications, endorsements, acreage reports and production reports) prior to each deadline.
• Provides pre‑keyed source documents to sales team prior to client approval.
• 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.

Client Service

• Assists clients and sales team with gathering and completion of required documents for insurance coverage including, but not limited to, applications, acreage reports, production reports, etc.
• Assists the Crop Insurance Sales Team with questions regarding policies via phone, email and jabber.
• Reviews documents submitted from agents for accuracy and quality control ensuring they are RMA, AIP and Compeer compliant.
• Ensures the client file is up‑to‑date and accurate.
• Assists Crop Insurance Sales Team with Compeer crop insurance internal processes, procedures, and projects.
• Uses Service Now to facilitate Crop Insurance Sales Team questions.

Office Support

• 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.
• Assists other departments as needed to meet the needs of the organization.
• Scans completed crop insurance documents into document management system.

Product and System Knowledge and Expertise

• Maintains a comprehensive understanding of crop insurance products available through Compeer Financial and all related FCS eligibility regulations. Remains current on product details and program changes.
• Maintains expertise to ensure RMA guidelines and Compeer best practices are being met on all product lines.
• Assists with mentoring interns.

Preferred skills and experience

• 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 agriculture 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.
• Strong client service skills.
• Ability to meet strict non‑negotiable deadlines.
• Valid driver's license.

Benefits and compensation

This role is eligible for variable compensation and other benefits.

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.