Intern
John Wood Insurance Agency Inc.
06.2025 - 08.2025
- Assisted in processing client insurance applications and renewals, ensuring accuracy and compliance with regulations.
- Supported team in conducting market research to identify potential clients and industry trends.
- Collaborated with senior agents to prepare policy documentation and client correspondence efficiently.
- Managed appointment scheduling for client consultations, optimizing workflow within the agency.
- Participated in training sessions to deepen understanding of insurance products and customer service protocols.
- Sorted and organized files, spreadsheets, and reports.