Insurance Development Intern

General Job Summary

The Insurance Development Intern is responsible for learning the fundamentals of the insurance industry and gaining practical experience in an agency environment. This position provides an opportunity to develop customer service, administrative, and communication skills while studying for the Property & Casualty insurance licensing exam. The intern will shadow team members across various departments to gain a well-rounded understanding of agency operations, insurance products, client relationships, and policy servicing.

Other Job Functions

• Attend required meetings, training sessions, and professional development activities.
• Demonstrate initiative by asking questions, seeking feedback, and taking 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.

Education, Training and Work Experience

• High school diploma or equivalent required.
• No prior insurance experience or insurance license required.
• Customer service experience preferred.
• Administrative or general office experience preferred.
• 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.

Knowledge, Skills, and Abilities

• Ability to develop and maintain positive relationships with customers, coworkers, and business partners.
• Strong 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, motivated, and able to work effectively both independently and as part of a team.
• Strong problem-solving skills and a positive, customer-focused attitude.
• Basic computer skills and the ability to learn agency management systems and other office software.
• Ability to maintain confidentiality and handle sensitive information appropriately.

Working Environment

Primary working environment is within an indoor climate-controlled office space and/or a private home office or some combination which will be at management’s sole discretion. Employee may be subject to fluorescent lighting, dust, and other normal indoor allergens. Employee may work in close proximity of coworkers and occasionally independently in quiet environments.

Physical Requirements

• Able to lift up to 20 pounds.
• Extended periods of sitting (at computer desk).
• Complete repetitive tasks (including operation of computer mouse/keyboard).

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

**University Bank is an Equal Opportunity / Affirmative Action Employer**