Crop Insurance Client Coordinator

Compeer Financial
US - Wisconsin - Janesville
June 24, 2024

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 prior to each deadline.
Provides resulting documents for review and distribution to client.
Enters data into Salesforce as necessary.
Assists clients & 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 and electronic methods.
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 for crop insurance sales team to grow the business and use in client meetings.

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.
1 year of experience in insurance or Ag related field preferred.
Basic agricultural knowledge.
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.

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 this video .

How do I apply?
Qualified candidates, please apply online at ***/careers .

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.

Read the full job description and apply online on the recuiter's web-site

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