Insurance Client Coordinator – 5062

Compeer Financial

This job was posted by https://illinoisjoblink.illinois.gov : For more
information, please see:
https://illinoisjoblink.illinois.gov/jobs/12207933 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:

– 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.
– Enters claims into Approved Insurance Provider system.
– Assists clients & 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 via phone, email and jabber.
– 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.
– 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.

Minimum Qualifications & Required Knowledge, Skills and Abilities:

– High school diploma or equivalent required; associates 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.
– Minimum of 1 year of experience in insurance or Ag related field.
– Proficient in a minimum of 2 AIP systems.
– 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.
– High degree of accuracy, attention to detail, organizational and
time management skills.
– Strong computer skills, including MS Office applications and
customer relationship management (CRM) programs.
– Ability to work independently and collaboratively with other teams
to achieve goals and represent the business.
– Strong client service skills.
– Ability to meet strict non-negotiable deadlines.
– Valid drivers license.

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?

– Amazing team members who are passionate about serving agriculture
and rural America.
– Investment in our team members education, growth and development.
– Engagement in our communities through giving back and volunteerism.
– Flexible, collaborative and dynamic work environment.
– 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)

Find out why ou team members choose Compeer Financial by watching [this
video](https://www.youtube.com/watch?v=qVdMve7DOnI&t=){target=”blank”}.

How do I apply?

Qualified candidates, please apply online at
[www.compeer.com/careers](https://www.compeer.com/careers){target=”blank”}.

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.

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