Insurance Client Coordinator

compeerfinancial; Janesville (WI); Hybrid; USD 52,000 - 64,000; Full time

Benefits offered by this job

Hybrid work model up to 50% remote

Flexible schedules

Job summary

Compeer Financial is seeking a client service professional to manage a portfolio of smaller crop insurance clients and support the sales team from the Janesville, WI office. The role emphasizes delivering exceptional service, processing applications, reports, and claims, and collaborating with underwriters and the sales team.

You will work in a hybrid environment with opportunities to engage in cross-functional projects and client-focused activities across digital and in-person channels.

Responsibilities

• Establishes and maintains relationships with internal and external clients and third parties.
• Serves as primary relationship manager for a crop insurance portfolio of smaller clients.
• Completes crop insurance applications, production reports, acreage reporting and claims.
• Prepares insurance documents and reports for the sales team to support growth.

Job description

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.

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 opportuni