Heffernan Insurance Brokers
Posted 19 days agoVerified live 8h ago
2027 Account Management Summer Internship
Brief overview
Walnut Creek, California, USIn-person
$20/hrStated minimum
Client communicationAccount managementPolicy managementData analysisProject managementPresentation skills
About the company
Heffernan Insurance Brokersheffins.com
Heffernan is an independent insurance brokerage firm offering financial services, business and financial insurance, and employee benefits.
Job description
Interested in the insurance industry but more drawn to client service, problem-solving, and building long-term relationships than traditional sales?
Heffernan’s Insurance Service Internship provides an inside look at what it takes to deliver exceptional service to insurance clients. You’ll work alongside experienced insurance professionals and gain hands-on exposure to the day-to-day operations of an insurance brokerage.
Throughout the 10-week program, you’ll learn how insurance policies and client relationships are managed after the sale, how service teams support clients throughout the policy lifecycle, and how different departments work together to deliver an exceptional client experience.
Key Responsibilities
- Shadow experienced insurance service professionals and account teams.
- Learn how insurance accounts are managed and serviced throughout the policy lifecycle.
- Gain exposure to client communication, account management, renewals, and day-to-day client needs
- Assist with research, account preparation, and other service-related projects.
- Learn how insurance policies, coverage, and documentation are organized and managed.
- Participate in client meetings and team meetings when appropriate.
- Learn how service teams partner with insurance carriers and internal departments.
- Gain exposure to different areas of insurance, including commercial insurance, business insurance, employee benefits, and/or personal lines.
- Assist with data gathering, analysis, and preparation of client materials.
- Learn how service teams identify and resolve client issues.
- Develop an understanding of the relationship between sales, service, and the overall client experience.
- Participate in insurance education and training opportunities.
- Complete an intern group project and present your work to Heffernan leadership.
- Participate in networking, mentoring, and professional development activities throughout the summer.
What We Are Looking For
- Students entering their sophomore, junior, or senior year of college. Graduating seniors will also be considered.
- Interested in insurance, client service, account management, or business operations.
- Strong communicators who enjoy helping others and solving problems.
- Detail-oriented and organized.
- Comfortable learning new systems, processes, and concepts.
- Curious and willing to ask questions.
- Able to work collaboratively with a team.
- Reliable, motivated, and willing to take initiative.
- Collaborative and comfortable working as part of a team.
- Proactive and willing to take initiative.
- A minimum 3.0 GPA preferred.
- Ability to receive coaching and feedback and apply it to improve performance.
- Ability to work effectively both independently and collaboratively.
- Professional demeanor and behavior are required, as referenced in Heffernan’s core values (Habits)
Why Heffernan?
At Heffernan, our mission is simple: Answer the Phone and Have Fun! We pride ourselves on creating an environment where people enjoy their work while delivering for our clients. As an intern, you'll work side-by-side with experienced professionals, build relationships across the organization, participate in networking and social events, and gain real-world experience that can help launch your career.
Regardless of your internship path, you’ll be part of a summer cohort and have opportunities to:
- Participate in insurance and professional development training.
- Meet with and learn from Heffernan leaders.
- Work on a team-based intern project.
- Attend networking, social, and community events.
- Participate in workshops focused on resumes, interviewing, personal branding, and career development.
- Receive one-on-one coaching and mentoring.
- Present your final project to Heffernan leadership.
- Build relationships with other interns and employees across the organization.
Heffernan Habits (Expectations):
These are practices that represent our unique culture.
- Answer The Phone (And Email): Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid.
- Have Fun: Fun is something we don’t shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another!
- Be Respectful: Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.
- Do Good: This is our core. We strive to do good for our clients, our community, and our planet.
- Celebrate & Value Our Differences: “Because You’re Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest.
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