Insurance Client Coordinator
4 days ago
Farm Credit Services is seeking a highly skilled and detail-oriented Insurance Client Coordinator to join our team. As an Insurance Client Coordinator, you will play a critical role in supporting the servicing, processing, and sales support for insurance products.
Key Responsibilities- Enter information accurately into the AIP systems (applications, endorsements, acreage reports, and production reports) prior to each deadline.
- Provide pre-keyed source documents to the sales team prior to client approval.
- Provide resulting documents for review and distribution to the client.
- Index documents as they come into On Base, claims inbox.
- Enter claims into the Approved Insurance Provider system.
- Assist clients and sales teams with gathering and completion of required documents for insurance coverage, including applications, acreage reports, production reports, etc.
- Assist the Crop Insurance Sales Team with questions regarding policies via phone, email, and jabber.
- Review documents submitted from agents for accuracy and quality control, ensuring they are Risk Management Agency (RMA), Approved Insurance Provider (AIP), and Compeer compliant.
- Ensure the client file is up-to-date and accurate.
- Prepare and deliver documents (applications, acreage reports, production reports) for crop insurance sales teams to grow the business and use in client meetings.
- Print and highlight insurance documents to assist sales teams with client mailings.
- High school diploma or equivalent required; associate's degree in business administration, finance, economics, agriculture, or other related field preferred.
- Must have a valid crop insurance license or obtain one within three months from the time of hire.
- Minimum of 1 year of experience in insurance or Ag-related field.
- Proficient in a minimum of 2 AIP systems.
- Basic agricultural knowledge.
- General knowledge of crop insurance programs and information.
- Strong listening, written, and verbal communication skills, with the ability to communicate at all levels of the organization.
- High degree of accuracy, attention to detail, organizational, and time management skills.
- Strong computer skills, including MS Office applications and customer relationship management (CRM) programs.
- Ability to work independently and collaboratively with other teams to achieve goals and represent the business.
- Ability to meet strict non-negotiable deadlines.
- Valid driver's license.
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