Intern (Financial)

Gain exposure to Financial and Insurance industry. The Intern will have the opportunity to gain practical work experience that enhances educational and career goals.

ESSENTIAL JOB RESPONSIBILITIES:

To perform this job successfully, an individual must be able to perform each essential duty adequately. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Learns about agency financial and/or insurance programs, products, and risk assessment process.
• Shadows client meetings with an advisor.
• Prospects for new business by making cold calls to identified prospective clients. Tries to set client meetings with advisor.
• Assists the Advisor, Account Manager, or Account Executive with meeting preparation and follow-up with the client.
• In partnership with the Advisor, generates marketing ideas for the department.
• General customer service and office assistance including interacting directly with clients and companies for day-to-day support and follow-up.
• Rotates to different departments for an overview or the department (Claims, Personal Lines, HR, Marketing, Financial Services, Quality Control, Employee Benefits, and Commercial Department).
• Assists with coordination and completion of identified tasks within the department.
• Supports and adheres to agency goals and objectives to place and retain business.
• Provides excellent customer service and teamwork.
• Other job duties as assigned.