Insurance Client Coordinator Jobs

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:

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

Minimum Qualifications & Required Knowledge, Skills and Abilities:

• Ability to work in a remote team environment.
• Strong computer skills, including MS Office applications and customer relationship management (CRM) programs.
• 1+ years of experience in insurance or Ag related field.
• Valid driver’s license.
• Basic agricultural knowledge.
• Must have a valid crop insurance license or obtain one within three months from the time of hire.
• Ability to work independently and collaboratively with other teams to achieve goals and represent the business.
• Preferred proficiency in 2 or more AIP systems.
• Strong client service skills.
• 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.
• 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.
• General knowledge of crop insurance programs and information preferred.
• Ability to meet strict non-negotiable deadlines.

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?

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

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

How do I apply?
Qualified candidates, please apply online at www.compeer.com/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.