Insurance Client Coordinator

Compeer Financial

Freeport, IL, United States
Not specified; benefits: medical, dental, vision, ...
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Crop insurance portfolio management
Rma compliance knowledge
Salesforce and power bi usage
** Compeer Financial is seeking an Insurance Client Coordinator based in Freeport, IL, to deliver exceptional client service and support crop insurance sales. The role involves managing client relationships, assisting with insurance documentation, and collaborating with the sales team to identify growth opportunities. **

Job Summary

  • This position supports a portfolio of smaller agricultural clients by managing crop insurance policies and fostering strong client relationships.
  • The role involves collaborating with the sales team to facilitate claims, ensure RMA compliance, and identify cross-selling opportunities.
  • Compeer Financial offers a hybrid work model with up to 50% remote work, flexible schedules, and comprehensive benefits including 401k matching.

Matching Summary

Match Score: 75

** Compeer Financial is seeking an Insurance Client Coordinator based in Freeport, IL, to deliver exceptional client service and support crop insurance sales. The role involves managing client relationships, assisting with insurance documentation, and collaborating with the sales team to identify growth opportunities. **

Salary

Not specified; Benefits: Medical, dental, vision, HSA/FSA, life insurance, disability, wellness program, EAP, vacation, sick leave, holidays, parental leave, volunteer PTO; Retirement: Up to 9% towards 401k (3% fixed plus 6% match)

Skills & Requirements

Must-have

  • Crop insurance portfolio management
  • RMA compliance knowledge
  • Salesforce and Power BI usage
  • Document management system experience
  • Client relationship maintenance

Nice-to-have

  • Cross-selling opportunities identification
  • Hybrid work environment adaptability
  • Flexible summer schedule availability
  • Professional development interest
  • Team collaboration skills

Key Requirements

  • Maintain required insurance licensing
  • Knowledge of USDA programs and RMA guidelines
  • Experience with AIP systems and document accuracy

Work Rights

Not specified

Tailored Resume

Cover Letter