Insurance Intern - Employee Benefits

We are seeking a motivated and detail-oriented Intern to support the sales team in developing new business opportunities. The Intern will gain hands-on experience in the employee benefits brokerage/consulting process, including prospecting, market analysis, and client engagement, develop professional skills, and contribute to daily operations and special projects. This is an excellent opportunity for a student or recent graduate looking to gain real-world experience in a collaborative and fast-paced environment.

Responsibilities

• Assist with identifying and researching potential employer group prospects within target markets.
• Prepare prospecting lists, outreach templates, and pre‑call preparation materials.
• Participate in sales meetings, discovery calls, and broker-carrier discussions as appropriate.
• Update CRM records, track sales activities, and maintain accurate documentation.
• Support marketing initiatives such as email campaigns, event preparation, or content creation related to benefits education.
• Learn and apply internal tools, processes, and systems.

 

Bell Bank Culture, Policy and Accountability Standards:

• Know by name and face as many customers and employees as possible, calling them by name as often as possible.
• Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.
• Know, understand, and live the company values and bottom line.
• Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations.
• All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
• Prompt and reliable attendance.
• Perform other duties as assigned.

Education, Experience, and Other Expectations

• Currently pursing a degree in business or a similar field. Sophomore, Junior or Senior-level students preferred; or equivalent experience.
• Strong interest in insurance, employee benefits, human resources, or business development.
• This is a temporary role; weekly schedule and duration of internship will be discussed at the point of offer.

Skills and Knowledge

• Excellent written and verbal communication skills, professional presence, and willingness to learn.
• Analytical mindset with proficiency in Excel, PowerPoint, and basic data interpretation.
• Ability to work independently and manage multiple priorities with attention to detail.
• Team‑oriented attitude and strong interpersonal skills for interacting with employers and carrier partners.