Summer 2027 Client Service Intern
Core
Assist with processing insurance applications, maintaining client records, preparing reports, and supporting data entry for policy information.
Role type
Summer intern (client service)
Builds
Internal reports, presentations, and summaries for the insurance team
Domain
Insurance brokerage
Deliverable
dashboards & analysis
Required skills
Data entry, database management, report preparation, market research, policy review, appointment scheduling
Preferred skills
Risk Management and Insurance, Sales, Accounting, Finance, Marketing, IT, Business, HR, or Communications major
Responsibilities
Process insurance applications or certificates of insurance, organize and maintain client records, help prepare reports and presentations, support data entry and database management, schedule appointments with clients or agents, review insurance policies for accuracy, conduct market research, shadow account managers, attend training sessions
Seniority
Intern