{"id":3657507,"url":"https://alion.io/job/compeer-financial-insurance-client-coordinator","title":"Insurance Client Coordinator","company":{"id":672966,"name":"Compeer Financial","domain":"compeer.com","url":"https://alion.io/company/compeer","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":null},"role":"Administrative","role_family":"Administrative","seniority":"junior","employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Janesville, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":42300,"max":60100,"currency":"USD","period":"year","gross":null,"usd_annual":60100},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":true,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Power BI","optional":false}],"status":"live","first_seen_at":"2026-11-02T23:14:12Z","employer_posted_date":"2026-11-02","last_verified_at":"2026-11-06T03:56:36Z","board_verified":true,"closed_at":null,"days_open":3,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":3},"description":"Empowered to live. Inspired to work.\nCompeer 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.\nHow we support you:\nHybrid model - up to 50% work from home\nFlexible schedules including ample flexibility in the summer months\nUp to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)\nBenefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP\nVacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off\nLearning and development programs\nMentorship programs\nCross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)\nProfessional membership/certification reimbursement and more!\nCasual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.\nTo learn more about Compeer Financial visit www.compeer.com/careers. \nWhere you will work: This position offers a hybrid work option up to 50% and is based out of the Janesville, WI office location.\nThe contributions you will make: This position is responsible for delivering exceptional client service and supporting crop insurance sales. The incumbent maintains a portfolio of smaller clients, ensuring prompt and efficient servicing of clients crop insurance policies and collaborates with the sales team to provide comprehensive support. Fosters strong client relationships, identifies opportunities for cross-selling, and stays informed about the latest insurance products and industry trends.\nA typical day: \nClient Service and Relationship Management \nEstablishes, develops, and maintains strong relationships with internal clients, external clients, and third parties, serving as a key liaison between the organization and these stakeholders.\nServices and supports an existing crop insurance portfolio consisting of smaller clients who conduct business in the office, over the phone, or through digital platforms.\nServes as the primary relationship manager for assigned clients, addressing inquiries, resolving issues and identifying growth opportunities.\nConducts ongoing reviews of coverage and product information with clients to ensure their operational needs are consistently met throughout the year.\nCompletes required crop insurance documentation for clients, including applications, production reports, acreage reporting and claims.\nAssists with facilitating client insurance claims by collaborating with insurance sales team, adjusters, clients and insurance companies.\nCollaborates with other Insurance Operations Team members and Insurance Sales Team to ensure client needs are met.\nAssists clients and the Crop Insurance Sales Team with questions regarding policies via phone, email and text.\nSales Support\nCollaborates with Insurance Operations, Approved Insurance Provider underwriters and/or Insurance Officers to deliver services and address any concerns.\nAssists Crop Insurance Sales Team with internal processes, procedures, and projects.\nPrepares and delivers documents (applications, acreage reports, production reports) for crop insurance sales team to grow the business and use in client meetings.\nReviews 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.\nPrepares insurance documents and completes client mailings.\nPrepares and provides reports from Power BI to assist the sales team to ensure deadlines are met.\nScans completed crop insurance documents into document management system.\nUtilizes Service Now to facilitate Crop Insurance Sales Team and AIP questions.\nAssists with planning and executing sales events.\nProvides additional support across Related Services Operations as needed.\nData Entry\n 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.\nPrepares and provides pre-keyed source documents to the sales team for client approval and creates resulting documents for review before client distribution.\nEnters data into Salesforce and submits claims to the Approved Insurance Provider system as needed.\nManages document indexing in the document management system (Onbase).\nAssists with seasonal AIP reporting clean-up to ensure completion of data entry. \nCrop Insurance Sales \nProactively focuses on retaining existing crop insurance clients and identifies opportunities to cross-sell insurance products and services that align with clients' risk management needs.\nFacilitates sales appointments to enroll new crop insurance clients, targeting those with similar size and service needs as the existing clients in their portfolio.\nPrepares quotes for client and prospect appointment\nThe skills and experience we prefer you have: \nHigh 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.\nMust have a valid crop insurance license or ability to obtain one within three months from the time of hire.\nEntry-level experience in insurance or Ag related field, preferred.\nHigh degree of accuracy, attention to detail, organizational and time management skills.\nAbility to work independently and collaboratively with other teams to achieve goals and represent the business.\nStrong client service and interpersonal skills in dealing with both internal and external clients.\nProficient in Microsoft Office, Salesforce, Onbase, AIP systems and/or other systems required to meet the client and organizational needs.\nBasic agricultural knowledge.\nGeneral knowledge of crop insurance programs and information.\nStrong listening, written and verbal communication skills, with ability to communicate at all levels of the organization.\nAbility to meet strict non-negotiable deadlines.\nHow we will take care of you:\nOur 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.\nBase Pay\n$42,300—$60,100 USD\nCompeer 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.\nMust be authorized to work for any employer in the United States. 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