Insurance Development Intern

University Bank•Pittsfield Charter Township, MI

About The Position

The Insurance Development Intern learns the fundamentals of the insurance industry and gains practical experience in an agency environment. The position develops customer service, administrative, and communication skills while the intern studies for the Property & Casualty insurance licensing exam. The intern shadows team members across departments to learn about agency operations, insurance products, client relationships, and policy servicing. The intern attends meetings, training, and professional development activities; takes an active role in learning; maintains the confidentiality of customer information and agency records; and performs other duties and special projects as assigned by management.

Requirements

  • High school diploma or equivalent.
  • No prior insurance experience or insurance license is required.
  • Willingness and ability to study for and work toward obtaining a Property & Casualty insurance license.
  • Demonstrated interest in learning about the insurance industry and exploring a potential career in insurance.
  • Ability to develop and maintain positive relationships with customers, coworkers, and business partners.
  • Willingness to learn, accept feedback, and complete assigned training in a timely manner.
  • Professional verbal and written communication skills.
  • Good organizational, time management, and attention-to-detail skills.
  • Ability to manage multiple tasks, follow instructions, and meet deadlines.
  • Dependable and motivated, with the ability to work independently and as part of a team.
  • Strong problem-solving skills and a positive, customer-focused attitude.
  • Basic computer skills and ability to learn agency management systems and other office software.
  • Ability to maintain confidentiality and handle sensitive information appropriately.

Nice To Haves

  • Customer service experience.
  • Administrative or general office experience.

Responsibilities

  • Learn insurance industry fundamentals and gain practical experience in an agency environment.
  • Study for and work toward obtaining a Property & Casualty insurance license.
  • Shadow team members across departments to learn agency operations, insurance products, client relationships, and policy servicing.
  • Attend required meetings, training sessions, and professional development activities.
  • Ask questions, seek feedback, and take an active role in the learning process.
  • Maintain confidentiality when handling customer information and agency records.
  • Perform other duties and special projects as assigned by management.
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