
Analytical intern with practical experience in the insurance industry. Skilled in reviewing policies and conducting market research, contributing to accurate documentation and effective communication with brokers. Eager to leverage expertise for impactful insurance placements.
• Reviewed and organized commercial insurance policies, assisting brokers with policy checks, updates, and documentation accuracy for client accounts
• Supported brokerage teams by managing account files, organizing policy documents, and maintaining structured records for casualty placements
• Conducted research on insurance carriers, agents, and market options to assist brokers in identifying appropriate coverage solutions for client risks
• Completed a mock insurance placement project by analyzing two client accounts, researching underwriting considerations, and presenting coverage recommendations to practicing underwriters
• Observed broker–underwriter negotiations, client calls, and internal strategy meetings to gain exposure to insurance placement processes and market dynamics
• Utilized Excel to help organize account data and assist with spreadsheet tracking for brokerage team operations