Insurance Client Services Intern - Learn & Connect

Heffernan Group; Walnut Creek (CA); On-site; USD 23,000 - 32,000; Full time

Job summary

Heffernan Group is offering a 10-week Insurance Service Internship in Walnut Creek, CA. You will shadow service professionals, assist with client materials, and participate in team meetings across commercial lines, employee benefits, and personal lines.

Ideal candidates are undergraduates in sophomore to senior year with strong communication, detail orientation, and a collaborative mindset. A minimum 3.0 GPA is preferred and the program includes networking and professional development

Qualifications

• Students entering sophomore, junior, or senior year of college (graduating seniors considered).
• Interest in insurance, client service, account management, or business operations.

Responsibilities

• Shadow experienced service professionals and account teams.
• Learn how accounts are managed and serviced throughout the policy lifecycle.
• Gain exposure to client communication, renewals, and day-to-day client needs.
• Assist with research, account preparation, and service-related projects.
• Learn how policies, coverage, and documentation are organized and managed.
• Participate in client meetings and team meetings when appropriate.
• Learn how service teams partner with carriers and internal departments.
• Gain exposure to 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 understanding of the relationship between sales, service, and client experience.
• Participate in education and training opportunities.
• Complete an intern group project and present to leadership.
• Participate in networking, mentoring, and professional development activities.

Skills

Strong communication

Detail-oriented

Team player

Problem solving

Proactive

Education

Pursuing bachelor’s degree

GPA 3.0 preferred

Job description

Heffernan Group is offering a 10-week Insurance Service Internship in Walnut Creek, CA. You will shadow service professionals, assist with client materials, and participate in team meetings across commercial lines, employee benefits, and personal lines.

Ideal candidates are undergraduates in sophomore to senior year with strong communication, detail orientation, and a collaborative mindset. A minimum 3.0 GPA is preferred and the program includes networking and professional development