Company

Heffernan Insurance BrokersSee more

addressAddressPetaluma, CA
type Form of workFull-Time
CategorySales/marketing

Job description

Objective:

Our mission statement is simple: Answer the Phone and Have Fun! Here at Heffernan, we strive to create an environment in which the people who work for us enjoy their work and respond to our clients’ needs. We have created a stable workforce that prides itself on being authentic, creative, and motivated, and now we want to share that pride with you. Heffernan Insurance Brokers now offers an extensive ten-week program that provides an inside look into the life of an insurance professional. Interns experience the daily operation of multiple departments, while enjoying the culture of our unique, privately held brokerage. You’ll work side by side with our seasoned mentors, and will cultivate your expertise and accelerate your career growth for not just the summer, but years to come!

While you are interning with Heffernan, you will be working in one primary department while having the opportunity tohave exposure to all areas. You will be participating in projects that relate to:

Insurance Training

  • Insurance Training courses offered by The Council of Insurance Agents & Brokers (CIAB).
  • Attending various weekly training engagements to further develop professional skills.
    • Areas of study include, but are not limited to Risk Management, Commercial Insurance, Employee Benefits, Sales, Marketing, Finance, IT, and HR.

Client Exposure

  • Shadowing team members as they meet with clients and prospects to gain a better understanding of risk improvement, insurance, sales and marketing process.
  • Take part in various client service events.
  • Help service teams resolve client issues in the most efficient and effective way, so our clients can focus on running and growing their business.
  • Engage with customers or clients and provides service and/or sales.

Internal Operations

  • Contribute to operational improvements as an engaged member of the team which includes providing input and suggesting solutions.
  • Integrate new technologies within existing tools and processes to improve efficiency.
  • Data analysis, ranging from work comp analysis to raw accounting numbers.
  • Conduct original research and prepare reports based on findings, to include recommendations or alternative proposals for action.

Requirements:

  • College students entering their Sophomore, Junior, or Senior year. Graduating seniors will also be considered.
  • Must have a minimum 3.0 grade point average.
  • Must have an interest in the insurance industry.
  • Basic understanding of insurance concepts is preferred.
  • Must be proficient in MS Office - notably Excel, Word, and Outlook.
  • Must be resourceful! A successful Intern will ask questions and are eager to take on and learn more.
  • Must have excellent communication skills, both verbal and written.
  • Must embody the Heffernan Habits as illustrated below.

Compensation:

The hourly rate for this Internship is $20.00. Heffernan offers a comprehensive benefits package; more details on which can be found at https://www.heffins.com/about-us/careers  

Heffernan Habits (Expectations):

These are practices that represent our unique employee culture.

  • Smooth The Path And Be RespectfulBeing respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team.
  • Do GoodThis is our core. We strive to do good for our clients, our company and our communities.
  • Know Your Clients And Foster RelationshipsTake the time to listen and learn. Build, maintain, and enhance the connections you make every day.
  • Have FunTake the time to get to know your colleagues and let’s have fun! If we are happy and connected, we all will do a better job for our clients.
  • Answer The Phone (And Email)Be available and responsive to clients and colleagues.
  • Be Humble And Own ItWe all make mistakes – what’s important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve.
  • Celebrate And Value Our DifferencesWe strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect.  

Working Conditions:

  • Work environment may be indoors, sitting at a desk or standing for extended periods of time.
  • Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment.
  • This position may require flexibility to work hours outside of a regular schedule.
Refer code: 7572073. Heffernan Insurance Brokers - The previous day - 2024-01-02 22:32

Heffernan Insurance Brokers

Petaluma, CA

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