Client Service Intern

Patriot Growth Insurance Services and Partner AgenciesAtlanta, GA
Onsite

About The Position

The Summer Intern supports multiple departments across the organization, including Service, Sales, Marketing, and Operations. This role provides hands-on exposure to the employee benefits industry through a variety of administrative, client service, and project-based responsibilities. This is a paid, post-graduation internship with the potential to convert into a full-time role.

Requirements

  • Currently enrolled in or recently graduated from an accredited college or university
  • Prior experience in customer service, administrative support, or a professional setting
  • Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
  • Strong organizational, communication, and time management skills
  • Professional demeanor with strong attention to detail
  • Ability to manage multiple tasks in a fast-paced environment
  • Eagerness to learn and contribute across multiple teams

Nice To Haves

  • Bachelors Degree (preferred)
  • Experience in a professional office environment or campus leadership involvement (preferred)

Responsibilities

  • Assist with verifying client and employee information, including coverage, enrollment, and demographic data
  • Support inbound client and employee calls, providing professional first-level assistance and escalating as needed
  • Research and help resolve basic client inquiries
  • Assist with auditing client accounts and maintaining accurate records within the CRM system
  • Prepare and distribute client-facing communications, including benefit summaries and informational materials
  • Perform general administrative tasks such as scheduling, document preparation, and file organization
  • Support special projects, process documentation, and workflow improvements
  • Track deadlines, action items, and follow-ups to ensure timely completion
  • Assist with prospect research and maintain pipeline data within the CRM system
  • Support preparation of sales materials, presentations, and proposals
  • Coordinate scheduling of client and prospect meetings
  • Assist with marketing initiatives, including content creation and social media coordination
  • Research industry trends and support internal and external communications
  • Provide general office support as needed

Benefits

  • Medical, Dental, and Vision Benefits
  • Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
  • Company paid Short-Term Disability, Long-Term Disability and Group Term Life
  • Company paid Employee Assistance Program
  • Paid Parental Leave
  • Paid holidays
  • Personalized PTO
  • 401(k) with employer match
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