Insurance Client Coordinator

2 weeks ago

Monmouth, Illinois, United States Compeer Financial Full time
Position Overview

This role is responsible for providing support to the crop insurance sales team by assisting with the servicing, processing, and sales support for insurance products.

Key Responsibilities
  • Enter information accurately into the AIP systems (applications, endorsements, acreage reports, and production reports) prior to each deadline.
  • Provide pre-keyed source documents to the sales team prior to client approval.
  • Provide resulting documents for review and distribution to clients.
  • Index documents as they come into OnBase, claims inbox.
  • Enter data into Salesforce as necessary.
  • Enter claims into the Approved Insurance Provider system.
  • Assist clients and sales teams with gathering and completion of required documents for insurance coverage, including applications, acreage reports, production reports, etc.
  • Assist the crop insurance sales team with questions regarding policies via phone, email, and jabber.
  • Review documents submitted from agents for accuracy and quality control, ensuring they are RMA, AIP, and Compeer compliant.
  • Ensure the client file is up-to-date and accurate.
  • Prepare and deliver documents (applications, acreage reports, production reports) for crop insurance sales teams to grow the business and use in client meetings.
  • Print and highlight insurance documents to assist sales teams with client mailings.
Requirements
  • 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.
  • 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 the 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 driver's license.
About 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.

Our team members are passionate about serving agriculture and rural America, and we invest in their education, growth, and development.

We engage in our communities through giving back and volunteerism, and we offer a flexible, collaborative, and dynamic work environment.

We offer great benefits, including medical, dental, vision insurance, 401K, paid time off, and more.

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