Intern (Insurance Rotation)

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.

Qualifications

REQUIREMENTS:

Knowledge, Skills, and Ability

• Service oriented with a willingness to learn.
• Excellent customer service and teamwork skills.
• Strong verbal and writing skills required.
• Working knowledge of computer software packages including Microsoft Word, Excel, and Outlook programs.
• Ability to use general office equipment, including a computer, calculator, typewriter, fax machine, copier, and telephones.

Education or Experience

• Interns must be entering their junior or senior year of college. Completion of two or more years of college is required.
• Ability to obtain licensure within the State of Ohio.
• Actively interested or pursuing a career in financial services sector, risk management and/or insurance industry.
• Ability to work during regular business hours (8:00am-5:00pm).

Working Environment/ Physical Activities

• General office work environment.
• Requires regular use of arms, hands, and fingers.
• Frequently required to sit for extended periods of time, reach with arm and hands, stand, walk, stoop, talk and hear.
• Required to lift and/or move up to 10 pounds.

HIPAA Compliance

This position may have access to Protected Health Information (PHI) and Electronic Protected Health Information (ePHI). An employee will be responsible for following the guidelines of the HIPAA Confidentiality Agreement.

Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with this job. The employee is expected to perform those duties listed as well as other related duties directed by management.