Phillip A. Naples

Internship Experience – Insurance Agency Intern

• Quoted and sold personal and auto insurance policies to both existing and prospective clients, contributing to the agency's growth and client retention efforts.
• Conducted comprehensive research on insurance markets to identify cost-effective, coverage-appropriate products tailored to client needs.
• Assessed client risk exposures and coverage requirements, ensuring accurate placement with the most suitable insurance policies.
• Built and maintained lasting client relationships through personalized service, clear communication, and timely policy management.
• Accurately entered and maintained client and policy data within the Client Management Services (CMS) database, ensuring up-to-date and compliant records.

Certifications Obtained: Ohio Insurance License #1594509 issued by The Ohio Department of Insurance. License Type: Resident Major Lines.

Lines of Authority: Casualty, Property. National Producer #21238795.

Effective July 16, 2024 through November 30, 2026.

Internship Highlights:

• Met with the Ohio Director of Insurance, Judith L. French (2024) , gaining insights into regulatory trends and state-level insurance oversight.
• Participated in a guided tour of the Ohio Statehouse , expanding my understanding of legislative processes affecting the insurance industry.
• Planning to enroll in courses to earn the Certified Insurance Service Representative (CISR) designation to further enhance industry knowledge and professional credibility.
• Collaborated with licensed agents and underwriters, observing real-time policy quoting, risk assessment, and claims-handling procedures.
• Engaged in cross-training opportunities across personal lines, commercial lines, and customer service to broaden technical understanding and adaptability within the agency.

• Directed traffic.
• Issued parking citations throughout the main campus at Kent State University.
• Maintained traffic flow during large campus events.
• Performed interior and exterior security patrols and checks.
• Improved response times by effectively prioritizing tasks based on urgency, risk, and available resources.