Intern - CIA

GENERAL DESCRIPTION OF POSITION

The Intern - CIA provides administrative support such as basic correspondence, phone assistance, document handling, and guided data entry, while participating in a structured rotation through key departments. The intern observes and supports activities in Account Management, Sales, Accounting, Operations, and Compliance to gain learning focused exposure to agency workflows, client service processes, and the overall operations of an independent Property & Casualty insurance agency.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Participate in scheduled rotations with agency leadership, Producers, Account Managers, and Operations staff to learn departmental functions.
2. Observe and support client service workflows, including claims intake, endorsements, quoting, and renewal review processes.
3. Assist with administrative tasks such as preparing simple correspondence, organizing documents, and completing guided data entry assignments.
4. Handle incoming calls under supervision by gathering information, routing calls, or documenting messages to support service workflows.
5. Assist with updating communication logs, preparing basic reports, or supporting workflow documentation as part of project based assignments.
6. Learn to navigate the agency management system by attaching documents, entering guided updates, and completing training exercises.
7. Support introductory Personal Lines and Commercial Lines quoting activities, including gathering information and reviewing rating inputs.
8. Participate in marketing and sales activities such as preparing submission packets or reviewing underwriting requirements.
9. Assist Accounting and Operations with introductory tasks to understand Direct Bill vs. Agency Bill, client transactions, and compliance requirements.
10. Attend team meetings, training sessions, and workflow reviews to gain a broad understanding of agency operations.
11. Completes required BSA/AML training and other compliance training, as assigned.
12. The ability to work in a constant state of alertness and in a safe manner.
13. Perform any other related duties as required or assigned.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

EDUCATION AND EXPERIENCE

High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc., plus 0 - 6 months related experience and/or training.

COMMUNICATION SKILLS

Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization.

MATHEMATICAL SKILLS

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to prepare and interpret bar graphs.

CRITICAL THINKING SKILLS

Ability to use common sense understanding in order to carry out detailed written or oral instructions. Ability to deal with problems involving a few known variables in situations of a routine nature.

REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS

Not indicated.

PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS 

Not indicated.

SOFTWARE SKILLS REQUIRED

Basic: 10-Key,  Contact Management, Spreadsheet

Intermediate: Word Processing/Typing 

WORKING CONDITIONS

The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

The noise level in the work environment is usually moderate. 

PHYSICAL ACTIVITIES

The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations. 

Semi-repetitive, low physical. Semi-repetitive type work which requires periods of concentration for varied time cycles as prescribed by the tasks.

While performing the functions of this job, the employee is frequently required to stand, walk; regularly required to use hands to finger, handle, or feel, sit; occationally required to reach with hands and arms, climb or balance, stoop, kneel, crouch, or crawl; continuously required to talk or hear. The employee must frequently lift and/or move up to 10 pounds, occasionally required to lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision. 

ADDITIONAL INFORMATION

- Six months administrative experience in an office setting is preferred
- Must be organized and capable of meeting deadlines routinely
- Preferred excellent computer skills and proficient grammar
- Self-starter who works well under pressure

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.