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 policy documentation
Domain
Insurance brokerage
Deliverable
dashboards & analysis
Required skills
Data entry, database management, report preparation, market research, policy review, appointment scheduling
Responsibilities
Process insurance applications or certificates of insurance, organize and maintain client records, help prepare reports and presentations, support data entry and database management for policy information, help schedule appointments and follow-ups with clients or agents, review insurance policies for accuracy and completeness, conduct market research and analyze data, shadow experienced account managers or service team members, attend training sessions on insurance products, compliance, and systems, take on projects that support the team where necessary