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Client Relationship Manager

2 months ago

Sycamore, Illinois, United States Compeer Financial Full time
Position Overview:

Compeer Financial is on the lookout for enthusiastic and innovative professionals to join our esteemed workplace culture. This role focuses on marketing and selling our insurance offerings to both existing and potential clients, while fostering strong relationships in the agricultural risk services sector.

The ideal candidate will blend agricultural insights with business acumen to deliver effective solutions tailored to the unique challenges faced by our clients.

Regular client visits are essential to discuss insurance options, and collaboration with our team will be key in providing expert insurance guidance across the organization.


Key Responsibilities:
  • Proactively promote insurance products and services by cultivating relationships with clients, prospects, and industry influencers to drive new business and referrals.
  • Maintain and nurture client relationships through consistent communication and strategic sales outreach.
  • Deliver enhanced insurance services that add value to our clients.
  • Keep detailed prospect records, develop ongoing prospecting strategies, and meet established sales targets for our insurance division.
  • Work towards achieving team objectives for new business growth within the assigned market.
  • Complete necessary documentation, including applications, production reports, acreage reports, and claims for clients.
  • Review client coverage selections throughout the year to ensure any potential claims are properly reported.
  • Oversee claims to ensure timely resolution for clients and approved insurance providers.
  • Maintain a thorough understanding of the crop insurance products offered by Compeer Financial and relevant eligibility regulations.
  • Stay updated on product specifics and program modifications.
  • Serve as an agricultural business resource for clients, enhancing industry knowledge in areas such as soil management, fertilizers, seed varieties, farming technology, and animal husbandry.
  • Effectively communicate risk management strategies that align with client needs through our product offerings.

Minimum Qualifications:
  • Bachelor's degree in business administration, finance, economics, agriculture, or a related field, or equivalent experience.
  • Experience in the agribusiness or farming sector, or a closely related field, is essential.
  • Current state insurance license for crop insurance is preferred.
  • General understanding of crop insurance programs, grain marketing, finance, and macroeconomic principles.
  • Familiarity with accounting principles and practices.
  • Knowledge of Compeer's insurance products and services, as well as credit operations.
  • Understanding of farm production methods and business management.
  • Strong analytical and problem-solving abilities.
  • Effective negotiation and sales skills.
  • Proficient in MS Office applications and related accounting software.
  • Excellent organizational skills and client service orientation.
  • Strong communication skills, both oral and written, to effectively interact with clients and colleagues.
  • Ability to maintain confidentiality and uphold the integrity of the organization's brand.

About Compeer Financial:
Compeer Financial is dedicated to supporting the aspirations of rural America. By joining our team, you will play a vital role in empowering those in agriculture and rural communities to reach their goals and broaden their opportunities.

Why Choose Us?
We offer a collaborative and dynamic work environment, a commitment to the education and growth of our team members, and opportunities for community engagement through volunteerism. Our benefits include medical, dental, and vision insurance, a 401K plan with contributions and matching, and generous paid time off.