Insurance Client Coordinator

Compeer Financial

Baldwin, WI, United States
Base: $47,100 - $66,600 usd; bonus/equity: variabl...
Hybrid (up to 50% work from home)
Valid crop insurance license or ability to obtain within 3 months
Proficiency in salesforce and onbase document systems
Experience with rma guidelines and aip compliance
Compeer Financial is seeking an Insurance Client Coordinator to provide exceptional client service and support crop insurance sales, primarily working from their Baldwin, WI office with a hybrid work model. The ideal candidate will possess strong interpersonal skills, a valid crop insurance license, and experience in the insurance or agriculture field

Job Summary

  • This position is responsible for delivering exceptional client service and supporting crop insurance sales while maintaining a portfolio of smaller clients.
  • The role involves serving as the primary relationship manager, addressing inquiries, resolving issues, and identifying growth opportunities for assigned clients.
  • Compeer Financial offers a flexible hybrid work model with up to 50% remote work, comprehensive benefits including a 9% 401k contribution, and professional development programs.

Matching Summary

Match Score: 85

Compeer Financial is seeking an Insurance Client Coordinator to provide exceptional client service and support crop insurance sales, primarily working from their Baldwin, WI office with a hybrid work model. The ideal candidate will possess strong interpersonal skills, a valid crop insurance license, and experience in the insurance or agriculture field.

Salary

Base: $47,100 - $66,600 USD; Bonus/Equity: Variable compensation eligible; Benefits: Medical, dental, vision, 401k match, paid time off

Skills & Requirements

Must-have

  • Valid crop insurance license or ability to obtain within 3 months
  • Proficiency in Salesforce and Onbase document systems
  • Experience with RMA guidelines and AIP compliance

Nice-to-have

  • Basic agricultural knowledge and crop insurance program familiarity
  • Strong client service and interpersonal relationship skills
  • Ability to work independently and collaboratively in a hybrid environment

Key Requirements

  • High School Diploma required; Associate's Degree preferred
  • Minimum 1 year experience in insurance or Ag field preferred
  • Must possess valid driver's license

Work Rights

Not specified

Tailored Resume

Cover Letter