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!

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

To learn more about Compeer Financial visit www.compeer.com/careers.

Where you will work: This position offers a hybrid work option up to 50% remote and is based out of the Freeport, IL office locations.

The contributions you will make:

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

A typical day:

• 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 and enters claims into Approved Insurance Provider system.
• 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.
• 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.
• Assists Crop Insurance Sales Team with Compeer crop insurance internal processes, procedures, and projects.
• Uses Service Now to facilitate Crop Insurance Sales Team questions.
• 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.
• Scans completed crop insurance documents into document management system.

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 obtain one within three months from the time of hire.
• Proficient in a minimum of 2 AIP systems.
• 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 Microsoft Office applications and customer relationship management (CRM) programs.

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.

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.