Job Description

Rue Insurance’s Sales Apprentice will participate in a rotation where they are primarily responsible for learning and developing insurance skills by participating in various classes, workshops, and administrative and customer service duties. Associate will work alongside all team members in services, sales, and support to establish a well-rounded understanding of the agencies departments and client service standards. They are accountable to build and maintain strong relationships with the Rue Service, Support and Sales teams; and to work closely with the Supervisor/Department Managers to explore growth opportunities. Quality of work must exemplify the best-in-class service standards established by Rue Insurance at all times. This is a paid internship.  Permanent positions are possible upon completion of the internship or upon graduation

Reports to : Chief Operations Officer

Department: Sales                                                                                             Unit: NA

Work Schedule & Classification : Full-time, salaried non-exempt position

Duties & Responsibilities include, but are not limited to the following:

• Learning and Development
  • Gain exposure to a wide variety of occupations within the insurance industry by learning from our team of professionals
  • Participate in internal educational program(s) to further enhance knowledge and skills
  • Develop core skills and personal attributes to help determine your field of interest
• Support Team Support – all Departments (Commercial, Personal, Employee Benefits)
  • On a temporary basis – Learn and Assist Support Team (Admin, Claims, etc.) with various tasks related to internal and external client support.
• Service Team Support – All Departments (Commercial, Personal, Employee Benefits)
  • On a temporary basis – Learn and Assist Service Team with overall servicing of client account. This includes, but is not limited to:
    • Applications, Summary of Insurance, Proofs of Insurance, Quotes, Proposals, Change Requests, Finance Agreements, Billing, Payment, AMS Data Entry
• Sales Team Support – All Departments
  • On a temporary basis – Learn and Assist Sales Team with overall servicing of client account. This includes, but is not limited to:
    • Applications, Quotes, Proposals, Finance Agreements, AMS Data Entry
• Accountabilities
  • Ensure all work product is timely and accurate
  • Build and maintain strong internal and external relationships
  • Contribute to enhancement of agency processes and procedures, including, but not limited to, taking initiative to drive continuous improvement in client service offerings, Epic Workflows, system documentation, and paper and electronic records management
  • Apply knowledge learned in a real world setting
  • Perform all other duties or projects as assigned by management

Qualifications & Education :

• Bachelor’s Degree preferred
• Demonstrates professionalism
• Excellent written and verbal communication skills
• Demonstrates problem solving skills and ethical standards
• Highly organized and detail-oriented self-starter
• Basic computer skills and proficiency in Microsoft Office Suite
• Excellent data entry and written, verbal, and interpersonal communication skills, including ability to create professional business correspondence and to create clear, detailed, meaningful descriptions and notes in agency management system
• Above average math skills with ability to rate insurance policies and analyze and resolve audits and billing discrepancies
• Team player with ability to also learn and work well independently without regular supervision, and accept accountability
• Professional appearance and demeanor, and positive attitude
• Ability to operation in a time sensitive environment, with a sense of urgency when required
• Exceptional organizational, critical thinking, and analytical skills, with strong attention to detail and demonstrated ability to prioritize and operate strategically and effectively in a fast-paced environment

Physical Requirements : Must be capable of sitting for a long period of time, occasional walking and driving. Must be able to lift up to 20 lbs..

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