What are the responsibilities and job description for the Insurance Agency Summer Intern position at Dexter & Company?
Insurance Agency Summer Intern
Internship Overview :
We are looking for a motivated and detail-oriented intern to join our insurance agency team for Summer 2025. This is an exciting opportunity to gain hands-on experience in the insurance industry and learn the inner workings of a successful agency. This internship provides a comprehensive exposure to various aspects of the business, fostering a well-rounded skill set in marketing, client relations, and administrative support.
The ideal candidate will be eager to learn, have strong communication skills, and be interested in exploring a career in insurance.
This is a part‐time, on-site Intern role (10AM – 4PM, Monday through Thursday) at our Dallas, TX office.
Learning Opportunities :
Shadow experienced insurance agents to gain insight into the sales process, client consultations, and policy recommendations.
Learn about different types of insurance products, including personal lines (e.g., home, auto) and commercial lines (e.g., business liability, workers’ compensation).
Participate in training sessions and team meetings to gain a deeper understanding of insurance regulations, industry trends, and agency operations.
Gain hands-on experience with the internal operations of various business functions and departments.
Duties & Responsibilities :
Collaborate on special projects that may include marketing campaigns, lead generation, or social media outreach.
Assist with day-to-day administrative tasks, including filing, data entry, and maintaining client records in the agency’s CRM system.
Ensure that client information and policy documents are accurately recorded and updated according to agency standards and compliance guidelines.
Help to organize and format policy and procedure documents to ensure consistency across the agency.
Assist with onboarding by preparing and organizing new hire materials
Input information for coverage comparison charts.
Implement client communications via email or texts.
Work with Dexter Cares committee to plan company events and community service opportunities.
Generate reports on tenured clients.
Input information and provide upkeep for company landing page.
Assist with office administrative duties as needed.
Work closely with marketing associate.
Other duties as assigned.
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