Client Service Intern

About Intrepid Atlanta, A Division of Patriot Growth Insurance Services: Founded in 1984, Intrepid Benefits is a distinguished employee benefits consulting firm headquartered in Newport Beach, California, with additional offices in Denver, Colorado, and Atlanta, Georgia. We are dedicated to delivering innovative solutions and strategic approaches that optimize the value of our clients’ benefit programs. Moving beyond traditional models, we combine deep expertise in benefits with comprehensive knowledge of legislation, tax regulations, and subsidies. Our accomplished team is committed to continual learning and effective communication, ensuring our clients receive exceptional guidance and service. Intrepid proudly operates as a subsidiary of Patriot Growth Insurance Services.

Position Overview: The Summer Intern supports multiple departments across the organization, including Service, Sales, Marketing, and Operations. This role provides hands-on exposure to the employee benefits industry through a variety of administrative, client service, and project-based responsibilities. This is a paid, post-graduation internship with the potential to convert into a full-time role.

Work Arrangement: This is a part-time internship, working Monday, Tuesday, Thursday and Friday in our office located in Atlanta, GA.

Professional Responsibilities:

• Assist with verifying client and employee information, including coverage, enrollment, and demographic data
• Support inbound client and employee calls, providing professional first-level assistance and escalating as needed
• Research and help resolve basic client inquiries
• Assist with auditing client accounts and maintaining accurate records within the CRM system
• Prepare and distribute client-facing communications, including benefit summaries and informational materials
• Perform general administrative tasks such as scheduling, document preparation, and file organization
• Support special projects, process documentation, and workflow improvements
• Track deadlines, action items, and follow-ups to ensure timely completion
• Assist with prospect research and maintain pipeline data within the CRM system
• Support preparation of sales materials, presentations, and proposals
• Coordinate scheduling of client and prospect meetings
• Assist with marketing initiatives, including content creation and social media coordination
• Research industry trends and support internal and external communications
• Provide general office support as needed

Qualifications and Requirements:

• Currently enrolled in or recently graduated from an accredited college or university
• Prior experience in customer service, administrative support, or a professional setting
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)