Insurance & Financial Services Intern: Marketing & Ops

Katie Chase - State Farm Agent; Rohnert Park (CA); On-site; USD 20,664 - 34,440; Part time

Benefits offered by this job

Opportunity to gain practical experience

Exposure to business operations

Job summary

Katie Chase - State Farm Agent in Rohnert Park, California, is looking for a motivated Intern to join their team. This internship offers a unique opportunity to gain hands-on experience across various business facets within the insurance and financial services industry. Responsibilities include assisting in marketing events, managing social media, providing customer service, and participating in data management. The ideal candidate is a full-time student with strong communication skills, proficiency in Microsoft Office, and a positive attitude. This role promises valuable exposure to the workings of a small business.

Qualifications

• Currently enrolled in an undergraduate or post-graduate program.
• Strong communication and interpersonal skills.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint).
• Familiarity with social media platforms.
• Detail-oriented with strong organizational skills.
• Ability to work both independently and collaboratively.
• Positive attitude and eagerness to learn.

Responsibilities

• Assist in planning, promoting, and attending marketing events.
• Manage and create social media content.
• Greet and assist customers professionally.
• Perform data entry and client database maintenance.
• Support preparation of client presentations and materials.
• Conduct basic market research.
• Help with administrative duties.
• Participate in team meetings.
• Shadow professionals to learn about insurance and financial products.

Skills

Communication skills

Interpersonal skills

Microsoft Office Suite

Social media proficiency

Organizational skills

Ability to work independently

Ability to work collaboratively

Positive attitude

Education

Full-time student in undergraduate or post-graduate program

Job description

ROLE DESCRIPTION:
Katie Chase Insurance & Financial Services, Inc. is seeking a motivated and enthusiastic Intern to join our team. This internship offers a unique opportunity to gain hands-on experience across multiple facets of a small business environment within the insurance and financial services industry. The ideal candidate will develop valuable business acumen by engaging in diverse tasks that support our operations, marketing, client relations, and administrative functions.

We look forward to incorporating your energy and marketing perspective into our team as we build success together.

RESPONSIBILITIES:

• Assist in planning, promoting, and attending marketing and community outreach events.
• Manage and create content for social media platforms to engage current and prospective clients.
• Greet and assist customers in a professional and friendly manner, providing excellent customer service.
• Perform data entry, maintain client databases, and assist with data management tasks.
• Support the preparation of client presentations and marketing materials.
• Conduct basic market research to identify trends and opportunities.
• Help with administrative duties such as filing, scheduling appointments, and managing correspondence.
• Participate in team meetings and contribute ideas for improving processes and client engagement.
• Shadow professionals to gain insight into insurance policy processing and financial product offerings.

QUALIFICATIONS:

• To be eligible for an internship, you must be a full-time student currently enrolled in an undergraduate or post-graduate program.
• Strong communication and interpersonal skills.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint).
• Familiarity with social media platforms (Facebook, LinkedIn, Instagram, etc.).
• Detail-oriented with strong organizational skills.
• Ability to work both independently and collaboratively in a fast-paced environment.
• Positive attitude and eagerness to learn.

WHAT YOU WILL GAIN:

• Exposure to various aspects of running a small business within the insurance and financial services sector.
• Practical experience in marketing, customer service, data management, and administrative support.
• Enhanced understanding of business operations and client relationship management.
• Opportunity to build professional network and develop career-ready skills.