Client Service & Accounts Internship - Summer

Heffernan Insurance Brokers; Walnut Creek (CA); On-site; USD 28,000 - 30,000; Full time

Job summary

Heffernan Insurance Brokers offers a 2027 Client Service Summer Internship in Walnut Creek, CA. This 10-week program focuses on insurance client service, relationship-building, and exposure to various departments within an insurance brokerage.

You will shadow service professionals, participate in meetings, complete a group project, and engage in networking and professional development activities. Eligibility includes being a college student entering sophomore to senior year, with a 3.0 GPA

Qualifications

• Currently a college student in sophomore, junior, or senior year.
• 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.

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, business, 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.

Skills

Communication

Problem solving

Team collaboration

Attention to detail

Time management

Education

Enrolled college student

Job description

Heffernan Insurance Brokers offers a 2027 Client Service Summer Internship in Walnut Creek, CA. This 10-week program focuses on insurance client service, relationship-building, and exposure to various departments within an insurance brokerage.

You will shadow service professionals, participate in meetings, complete a group project, and engage in networking and professional development activities. Eligibility includes being a college student entering sophomore to senior year, with a 3.0 GPA