Question:

Can you think of a list of tasks a volunteer intern could do in the sales department of an insurance office?

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The company is actually a not-for-profit fraternal-type organization so the volunteer could qualify for community service hours.

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  1. In addition to what Karen listed you could also make calls to clients for a "review" of their policy's with a licensed agent as a marketing / customer service, sales/lead review.  If you have a good telephone voice that would ALWAYS get an agents attention.


  2. You could file, scan files (if they scan), process changes, answer phones, quote coverages, etc.  You will not be able to speak to insureds about their insurance since you will not be licensed.  Every state requires an insurance license to speak to insureds or to advise about insurance.  You can learn the business & see if you like it, this would be a perfect opportunity for you.  Processing changes & quoting coverage will require training & if you show interest in the business (and are not just there to get your community service hours) maybe someone would be willing to train you to do these things.

  3. There will be lots of administrative work to be done, such as filing, filling out forms, record keeping, mailings, etc.

    If you don't mind doing this type of work, they would probably be very happy to have you.

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