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