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Internship in Investment & Insurance

Hands on Internship

  • Learn how to open investment accounts
    • manage client maintenance requests
  • Learn how to submit insurance applications
    • manage underwriting communications
    • liaison for clients of broker

Top skills required:

  1. Microsoft: Outlook calendar, emails, Word, Adobe, One Note
  2. Willing & Able to quickly learn proprietary software: NetX360, NMC, SRC, PX
  3. Overcommunication
  4. Prioritizing tasks

Posting for Summer originally.  Open to Fall/Winter candidates.  Option to extend Summer.