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:
- Microsoft: Outlook calendar, emails, Word, Adobe, One Note
- Willing & Able to quickly learn proprietary software: NetX360, NMC, SRC, PX
- Overcommunication
- Prioritizing tasks
Posting for Summer originally. Open to Fall/Winter candidates. Option to extend Summer.