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 option to allow for occasional remote work, primarily working out of the Edwards, IL office location.

The contributions you will make: 

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

A typical day: 

Data Entry

• 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 the OnBase claims inbox.  
• Enters data into Salesforce as necessary. 

Client Service

• 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. 
• Assists the Crop Insurance Sales Team with questions regarding policies, as well as prepare and deliver documents to the team to use in client meetings. 
• 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.  
• Uses Service Now to facilitate Crop Insurance Sales Team questions.
• 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.  
• Entry-level experience in insurance or Ag related field. 
• Prof