Client Services Internship - Insurance

Company Overview
As one of the largest independent insurance agencies in Texas, we are proud to be recognized for our exceptional, values-driven culture and consistently named among the best places to work. Our reputation reflects our commitment to outstanding client service, meaningful philanthropic efforts, employee well-being, strong financial stewardship, and a promising future.

Position Summary
As a Client Services Intern - Insurance, you will support the daily operations of the client service team by assisting with policy management, customer inquiries, and administrative tasks. Working closely with both the sales and service teams, you’ll develop a well-rounded understanding of the full customer lifecycle—from initial contact to ongoing policy support.

This internship is ideal for individuals pursuing a career in insurance client services, risk management, or customer service, and offers an excellent opportunity to develop communication, organizational, and industry-specific skills in a professional environment.

Essential Duties and Responsibilities

• Support account managers in handling renewals, endorsements, and client communications.
• Research industry trends, target industries, and competitors to support sales and marketing strategies.
• Shadow sales agents and attend client meetings or calls to observe real-world interactions (if permitted).
• Help process claims and understand the claims lifecycle, from filing to resolution.
• Utilize agency management software (e.g., Applied Epic, AMS360) to update records and generate reports.
• Learn and apply compliance requirements, ensuring all documentation is accurate and up-to-date.
• Contribute to marketing projects, such as creating promotional materials or drafting client newsletters.

• Currently pursuing a degree in Business, Risk Management, Finance, or a related field preferred
• Interest in commercial insurance, risk assessment, or financial services.
• Strong attention to detail and organizational skills.
• Excellent verbal and written communication skills.
• Ability to work independently and as part of a team.
• Proficiency in Technology.

• Hands-on experience in the insurance industry.
• Exposure to client servicing, policy management, and risk assessment.
• Networking opportunities with experienced professionals in the insurance field.
• Insight into sales strategies and operations in an insurance agency.
• Potential opportunity for full-time employment upon successful completion of the internship.

Dates

• 06/01/2027 – 07/30/2027

• Must be able to commute to our Houston or Carrollton office 5 days a week.

• $21/hr

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