Individual Life And Financial Services: Marketing Intern
Indianapolis, Indiana Area
Performed market research and implemented a procedure to help identify and manage orphan policyholders within the life insurance industry. Worked on an intern project, ADOPT, which addressed the issues above and created a recommendation to successfully service and acquire new business from orphan policyholders. I lead the industry and orphan policyholder specific market research by conducting interviews with agency leaders and took the main role as the Subject Matter Expert for the intern project helping with data analysis and addressing industry trends.• Created management and communication best practices for agencies to deal with orphaned policyholders within the life insurance industry• Created new marketing materials with letter templates and scripts for agents within the field to utilize and best connect with policyholders• Researched the current life insurance industry internally, and from a competitor standpoint• Worked cooperatively with an intern team to create a recommendation with how to best service 72,000 orphaned policyholders and to acquire $214,000,000 in new business annually• Used and utilized data analytics tools such as Power BI and Tableau to work with a corporate database to segment orphan policyholders from thousands of records