Insurance Client Coordinator

• Establishes, develops, and maintains strong relationships with internal clients, external clients, and third parties, serving as a key liaison between the organization and these stakeholders.
• Services and supports an existing crop insurance portfolio consisting of smaller clients who conduct business in the office, over the phone, or through digital platforms.
• Serves as the primary relationship manager for assigned clients, addressing inquiries, resolving issues and identifying growth opportunities.
• Conducts ongoing reviews of coverage and product information with clients to ensure their operational needs are consistently met throughout the year.
• Completes required crop insurance documentation for clients, including applications, production reports, acreage reporting and claims.
• Assists with facilitating client insurance claims by collaborating with insurance sales team, adjusters, clients and insurance companies.
• Collaborates with other Insurance Operations Team members and Insurance Sales Team to ensure client needs are met.
• Assists clients and the Crop Insurance Sales Team with questions regarding policies via phone, email and text.

• Collaborates with Insurance Operations, Approved Insurance Provider underwriters and/or Insurance Officers to deliver services and address any concerns.
• Assists Crop Insurance Sales Team with internal processes, procedures, and projects.
• Prepares and delivers documents (applications, acreage reports, production reports) for crop insurance sales team to grow the business and use in client meetings.
• Reviews documents submitted from Crop Insurance Sales Team for accuracy and quality control ensuring they are Risk Management Agency (RMA), Approved Insurance Provider (AIP) and Compeer compliant.
• Prepares insurance documents and completes client mailings.
• Prepares and provides reports from Power BI to assist the sales team to ensure deadlines are met.
• Scans completed crop insurance documents into document management system.
• Utilizes Service Now to facilitate Crop Insurance Sales Team and AIP questions.
• Assists with planning and executing sales events.
• Provides additional support across Related Services Operations as needed.

• Accurately enters data into the Approved Insurance Provider (AIP) systems, including applications, endorsements, acreage reports, production reports, and claims, ensuring all are completed before deadlines.
• Prepares and provides pre-keyed source documents to the sales team for client approval and creates resulting documents for review before client distribution.
• Enters data into Salesforce and submits claims to the Approved Insurance Provider system as needed.
• Manages document indexing in the document management system (Onbase).
• Assists with seasonal AIP reporting clean-up to ensure completion of data entry.

• Proactively focuses on retaining existing crop insurance clients and identifies opportunities to cross-sell insurance products and services that align with clients' risk management needs.
• Facilitates sales appointments to enroll new crop insurance clients, targeting those with similar size and service needs as the existing clients in their portfolio.
• Prepares quotes for client and prospect appointments. 

• Completes continuing education insurance classes to maintain required insurance license.
• Maintains a comprehensive understanding of crop insurance products available through Compeer Financial and all related FCS eligibility regulations. 
• Remains current on product details and program changes within Crop Insurance and other USDA programs.
• Maintains expertise to ensure RMA guidelines and Compeer best practices are being met on all product lines.
• Effectively communicates how risk management strategies, achievable through specific products meet and address client needs.
• Supports use of technology, tools and policies of Compeer.
• Keeps current on process and procedure updates.
• Assists with mentoring interns. 

• High School Diploma or equivalent required.
• Must have a valid crop insurance license or ability to obtain one within three months from the time of hire.
• Entry-level experience in insurance or Ag related field, preferred.
• High degree of accuracy, attention to detail, organizational and time management skills.
• Ability to work independently and collaboratively with other teams to achieve goals and represent the business.
• Strong client service and interpersonal skills in dealing with both internal and external clients.
• Basic agricultural knowledge.
• 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.
• Ability to meet strict non-negotiable deadlines.

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.