Summer Intern - Billing & Account Management Representative
Salisbury, Maryland, United States
Began an internship full-time with Karen Davis State Farm, working 40+ hrs/wk Mon-Fri from June 3rd-August 23rd. This took place in a multi-office agency requiring me to operate out of both Salisbury, MD and Cambridge, MD. o Processed online and in-person payments on various installment plans or lines of businesso Investigated and handled customer inquiries regarding their billing or credits due to premium overcharges, rate increases, coverage changes, eligible discounts, etc.o Forwarded ID cards, proof of insurance, or other documents to customers or landlord/mortgageeso Attended a week-long virtual training seminar with Trophy Club Consulting to gain skills and insight on sales, leadership, and marketing in the insurance industryo Began studying and preparing to take the standardized state exam to become licensed in Property and Casualty (P&C) to quote and write Auto and Fire policieso Utilized an Enterprise Customer Relationship Management (ECRM) system to locate all account and policy informationo Regularly used Cisco Jabber, Microsoft Teams, and Microsoft Outlook email/calendar to communicate with coworkers and agento Led and planned a community outreach initiative with local schools to deliver backpacks and school supplies to families in need of financial assistanceo Discussed various employment and management strategies with the agent, participating in office meetings and having a role in the new hiring processo Participated in a life insurance promotion with a small team, requiring strategies and outside marketing to "pivot" for new applications and compete against coworkers to meet goalso Had daily check-ins with my trainer and agent about goals, progress, and personal/professional development outside my given worko Completed individual projects such as creating an Excel spreadsheet detailing a large customer's policieso Prepared handouts, assembled "goodie bags," and carried out other organizational/clerical tasks for special community events