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Insurance Client Coordinator Jobs in Minnesota (NOW HIRING)

Compeer Financial

Closing Coordinator

Blue Earth, MN · On-site

Coordinates with Compeer departments and external companies to order title commitments, appraisals ... insurance, real estate and chattel collateral. Client Services * Works closely with internal and ...

Compeer Financial

Closing Coordinator

Glencoe, MN · Hybrid

Coordinates with Compeer departments and external companies to order title commitments, appraisals ... insurance, real estate and chattel collateral. Client Service * Works closely with internal and ...

Compeer Financial

Closing Coordinator

Blue Earth, MN · Hybrid

Coordinates with Compeer departments and external companies to order title commitments, appraisals ... insurance, real estate and chattel collateral. Client Services * Works closely with internal and ...

FACE FOUNDRIÉ

Client Service Coordinator

Osseo, MN · On-site

$18.75 - $24.50/hr

Health Insurance (Full-time employees) * Paid Training * Ongoing Monthly Paid Training * Employee Referral Program * Client Referral Program * Base Pay + Commission + Gratuity * Free Service Monthly

Foster Klima

Client Services & Ops Leader

Minnetonka, MN · On-site +1

As an Operations Manager in our dynamic insurance industry, you'll have the unique opportunity to ... coordination of client meetings, ensuring all necessary materials and information are prepared. • ...

Foster Klima

Client Services & Ops Leader

Minnetonka, MN · Hybrid

$95K/yr

As an Operations Manager in our dynamic insurance industry, you'll have the unique opportunity to ... Oversee the coordination of client meetings, ensuring all necessary materials and information are ...

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What cities in Minnesota are hiring for Insurance Client Coordinator jobs?

Cities in Minnesota with the most Insurance Client Coordinator job openings:

Closing Coordinator

Blue Earth, MN • On-site

Compeer Financial
Finance and Insurance • 1 - 5K employees
Learn more about Compeer Financialexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 17 days ago

Compeer Financial rating

9.1

Company rating: 9.1 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

Job description

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:
  • Hybrid model - up to 50% work from home
  • Flexible schedules including ample flexibility in the summer months
  • Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
  • Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
  • Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
  • Learning and development programs
  • Mentorship programs
  • Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)
  • Professional membership/certification reimbursement and more!

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.
This position offers a hybrid work option up to 50% remote and is based out of the Blue Earth, MN office location.
The contributions you will make:
Responsible for the accurate processing, closing, funding and servicing of transactions secured by real estate properties. Ensures closings are completed in accordance with regulations, policies and procedures.
A typical day:
Processing and Documentation
  • Follows established organizational policies and procedures to ensure transactions meet legal compliance with lending laws and
    regulations.
  • Supports several business units, as needed.
  • Collects documents and ensures appropriate due diligence is completed to confirm all underwriting conditions are met.
  • Verifies accuracy of legal descriptions, property ownership and legal access for real estate secured transactions of the organization.
  • Coordinates with Compeer departments and external companies to order title commitments, appraisals and flood zone determinations.
  • Follows regulatory guidance as applicable.
  • Reviews title insurance commitments, deeds, real estate title documents, Uniform Commercial Code filings, fixture filings, and other related documents to confirm the organization's collateral lien position.
  • Confirms legal documents required to close a transaction and parties required to sign each legal document.
  • Independently creates or reviews settlement statements and/or disbursement agreements in accordance with the transaction to ensure the funds are disbursed accurately.
  • Collaborates with internal and external parties to resolve issues affecting title insurance or exceptions to the organization's policies and procedures in the context of a specific transaction.
  • Coordinates on-site and off-site closings with internal and external clients and executes the closing transaction with clients by explaining all forms, answering client questions and securing appropriate signatures on all documents, as needed.
  • May perform witness closings.
  • Administers funding execution and proper booking and data maintenance.
  • Work with Legal Department and Title Review teams on collateral related documents, such as Consents, Subordinations and Contract Assignments, as needed.
  • Drafts supplemental loan closing documents when necessary.
  • Files legal documents with appropriate government entities to perfect Compeer's lien position.
  • Answers questions and provides solutions to internal and external clients on matters relating to the organization's procedures involving closings, legal documents, title insurance, real estate and chattel collateral.

Client Services
  • Works closely with internal and external clients to set up, organize, verify and close mortgage loans, short-term loans and large transactions for all business units serving the organization's clients.
  • Collaborates with sales to service all aspects of client relationships within the lending territory. Assists team members with transactions
    and loan servicing.
  • Provides exceptional client service, determines client needs and meets those needs to the extent of delegated authority, including
    disbursement of funds and working within credit underwriting guidelines.
  • Assists Lending Client Coordinators by providing backup to all job functions as needed.

Transaction Final Review
  • Conducts a post-close review of transactions to ensure they were closed in accordance with the organization's policies and procedures.
  • Reviews all documents related to the transaction.
  • Documents the actions that were taken to ensure the organization has obtained the expected lien position or its equivalent, as required by law and by the organization's policies and procedures.
  • Remains current with regulatory and compliance procedures to ensure all transactions comply.

The skills and experience we prefer you have:
  • Associate's degree in accounting, business administration, legal, agriculture or related field; or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
  • No prior leadership or management experience required; one year of relevant experience, such as title or legal, preferred.
  • Closing Agent License; Insurance Producer License preferred (or ability to obtain within twelve months (where applicable).
  • Commissioned as a Notary Public for the state (or ability to obtain within three months); may include e-notary.
  • Working knowledge of loan approval processes and requirements, personal property security documents, real estate, legal, banking, security requirements and title insurance.
  • Working knowledge of legal descriptions and collateral documents to gather appropriate information for document preparation.
  • Basic accounting and mathematical skills to calculate data, reconcile funds and determine payoffs.
  • Background in agriculture preferred.
  • Skill in processing complex, detailed information in an accurate and thorough manner.
  • Effective interpersonal, oral and written communication and client service skills.
  • Effective organizational and time management skills.
  • Computer skills, including MS Office applications and programs and/or other systems needed to perform functions of the role (Webex and Video conferencing).
  • Ability to work with a wide variety of internal and external clients.
  • Ability to multi-task with tight deadlines in a fast-paced, team environment.
  • Valid driver's license. Working knowledge of loan approval processes and requirements, personal property security documents, real estate, legal, banking, security requirements and title insurance.
  • Working knowledge of legal descriptions and collateral documents to gather appropriate information for document preparation.
  • Basic accounting and mathematical skills to calculate data, reconcile funds and determine payoffs.
  • Background in agriculture preferred.
  • Skill in processing complex, detailed information in an accurate and thorough manner.
  • Effective interpersonal, oral and written communication and client service skills.
  • Effective organizational and time management skills.
  • Computer skills, including MS Office applications and programs and/or other systems needed to perform functions of the role (Webex and Video conferencing).
  • Ability to work with a wide variety of internal and external clients.
  • Ability to multi-task with tight deadlines in a fast-paced, team environment.

#IND100
How we will take care of you:
Our 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.
Base Pay
$47,100-$66,600 USD
Compeer 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.
Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.
Click here to view federal employment laws applicable for applicants.

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