Beens Insurance Agency: Sales and Development Intern

Role Description:

The Farmers Insurance – Kim Beens Agency is seeking a motivated, curious student to join our team as a Sales Development Intern. This is a hands-on introduction to the insurance sales process. You will support our licensed producers by calling potential customers, booking appointments, responding to customers online, and learning how we quote insurance. It is a great fit for someone exploring a career in sales, business, marketing, or insurance. This is a 10-week summer internship offered through the Students + Startups program, based in our San Antonio, TX office.

Responsibilities:

• Make outbound calls to leads and book appointments for our licensed Agency Producers.
  

• Follow Do Not Call rules and agency calling guidelines on every outreach.
  

• Respond to customer messages, comments, and reviews on our social media pages and Yelp in a timely, professional manner.
  

• Enter and update lead, contact, and activity information in our CRM (AgencyZoom).
  

• Learn the agency’s quoting processes and systems under the guidance of licensed agents.
  

• Participate in daily team huddle.
  

• Engage fully in agency training on insurance basics, the sales process, and compliance.
  

• Other duties as assigned.
  

Note: Interns will learn our quoting process but do not quote, sell, bind, or give advice on insurance coverage to customers. These activities are handled by our licensed agents.

Requirements:

• Current student or recent graduate of a San Antonio-area college or university (business, marketing, communications, or related field preferred).
  

• Strong phone and written communication skills, and comfortable making outbound calls.
  

• Organized and detail-oriented, with the ability to manage multiple tasks.
  

• Comfortable with computers, Microsoft Office/Excel, and learning new software.
  

• Self-motivated, coachable, and eager to learn.
  

• Demonstrated ability to work collaboratively in a team environment.
  

• Professional and reliable, with the ability to keep customer information confidential.
  

• Bilingual (English/Spanish) a plus.
  

• No insurance license required. Interest in earning a Texas Property and Casualty license is a plus.
  

What You’ll Gain:

• Real-world experience in insurance sales and customer service
  

• Training in outbound calling, appointment setting, and our quoting process
  

• Exposure to commercial and personal lines insurance
  

• Hands-on experience with a professional CRM and managing customer reviews and social media
  

• Mentorship from experienced agents and agency leadership
  

• For the right candidate, a path to a licensed role and potentially into the protégé program (a path to agency ownership)
  

About Us:

At the Beens Insurance Agency, we are passionate about protecting what matters most.   We strive to be empathetic to the needs of our customers and present at every step along the way – from the choice of policy and adjusting for life changes to the filing of claims.  Whether you are renting a first apartment, own a small business, or love to spend every weekend boating with the family we will take the time to explore your unique needs and be the insurance partner you can trust for years to come.