Teams at Bankers Financial Corporation

Oversee federal and state corporate income tax compliance, external tax providers, tax notices, audits, ASC 740 tax provisions, financial reporting disclosures, tax planning, forecasts, controls, and regulatory monitoring. Coordinate with finance, accounting, auditors, tax advisors, and regulatory authorities while managing multiple deadlines and jurisdictions.

Supports sales operations through CRM maintenance, commission reconciliation, sales data validation, reporting, and dashboard creation. The intern uses Excel, Power BI, and Salesforce to provide performance insights, assist with pipeline reporting, conduct competitive research, build prospect lists, and support cross-functional operational projects with sales, finance, and leadership teams.

Provides underwriting and environmental health and safety support by reviewing submissions, verifying business and regulatory information, organizing loss documentation, screening risks against guidelines, and coordinating client safety visits. Maintains tracking systems, monitors compliance recommendations, supports renewal preparation, conducts client and internal communications, and facilitates coordination among underwriting, EH&S, claims, sales, and client experience teams.