Insurance Assistant Intern


We are looking for a Summer 2019Insurance Intern for our NFP Santa Ana location!

Summary: We believe a company is only as great as its employees, and want all of our employees to move forward personally and professionally. That’s why we’re committed to fostering a people-centric workplace that helps you learn and grow as you prepare for life after college. The Insurance Assistant will be responsible for various administrative duties and responsibilities in the Commercial and Personal Lines Department.

Essential Duties and Responsibilities:

  • Agency Management Database Activities
    • Client Application Entry
    • Client and Policy Data Reconciliation
    • Reports Formatting, Analytics and Data Diagnostics
  • Key Performance Indicators
    • Data Integrity Projects
    • Identification & Stewardship
  • Property & Casualty Online Quote Rating with Insurance Companies
  • Internal and External Marketing Projects
  • Word Processing Proposal preparation
  • Pre-marketing assistance
    • Client Loss Runs
    • Data collection
    • Proposal preparation
  • Clerical and administrative duties
  • Other duties as assigned

Knowledge, Skills and/or Abilities:
  • Proficient in writing and editing
  • Excellent verbal and written communication skills
  • Attention to detail and highly organized
  • Positive attitude and team player
  • High level of integrity and strict adherence to protecting confidential information
  • Proven administrative skills and expertise
  • Good organizational and planning skills, with a proven ability to manage time well in a fast-paced, ever-changing, team-oriented environment.
  • Ability to effectively utilize Microsoft Word, Excel and PowerPoint

Education and/or Experience:
  • Junior or senior of a four-year university preferred
  • Demonstrated leadership experience in college, community, internship, or co-op experience

Certificates, Licenses, Registration: None


Back to top