Job Title: Insurance Brokerage Intern
Reports to: Office Manager
FLSA Status: Non-exempt
Job Code: AD14INTN
Summary Responsible for assisting administrative, service, or sales personnel by performing the following duties.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Follows company policies with respect to all essential duties and responsibilities.
Assembles client proposals.
Audits census information.
Develops and implements cold call scripts.
Assists with prospecting.
Utilizes a Customer Relationship Management system to track prospects and leads.
May accompany Producers on sales calls.
Assists with enrollment meetings.
Gathers quotations for clients and vendors.
Copies data and compiles records and reports.
Tabulates and posts data in appropriate customer contact system or in data base or spreadsheet formats.
Operates computer terminal to input and retrieve data.
Opens and routes incoming mail, answers correspondence, and prepares outgoing mail.
Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 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.
Education and/or Experience
No prior experience or training.
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
To perform this job successfully, an individual should have knowledge of Internet software; Spreadsheet software and Word Processing software.