The board
Job
Operations
Insurance Client Coordinator
Compeer Financial · Related Services Operations
- Pay
- $42,300–$60,100/yr
- Where
- WI-Janesville
- Posted
- Sep 10
Empowered to live. Inspired to work.
Compeer 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.
How we support you:
Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.
To learn more about Compeer Financial visit www.compeer.com/careers.
Where you will work: This position offers a hybrid work option up to 50% and is based out of the Janesville, WI office location.
The contributions you will make: This position is respon…
What you'd do
- 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.