Additional Considerations (if any):
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At Midwest Heritage, the core of our culture is taking care of the customer and taking care of each other. Our employees appreciate that their contributions make a direct impact on the success of our business as well as their own personal and professional growth.
Job Description
Job Title: Insurance Sales Internship
Department: Insurance
FLSA: Non-Exempt
General Function: Explore a career at the intersection of business, relationships, and risk management at Midwest Heritage, A Hy-Vee Company. As an Insurance Sales Intern, you will gain hands-on exposure to agency operations while supporting our Property & Casualty (P&C) channels. Work with sales and account management professionals to learn how businesses identify insurance needs, build relationships, and retain clients. Develop prospecting, communication, and process improvement skills you can carry into your future career.
Core Competencies
- Customer Service
- Problem Solving Skills
- Attention to Detail
- Communication
- Organization
Reporting Relations:
Accountable and Reports to: VP, Sales – Commercial Lines
Positions that Report to you: None
Primary Duties and Responsibilities:
- Research commercial insurance prospects and help identify opportunities to connect businesses with Midwest Heritage.
- Support outreach that introduces commercial prospects to Midwest Heritage insurance offerings and helps you learn how to communicate their value.
- Conduct scheduling calls to business prospects, building confidence in professional conversations and relationship development.
- Assist the account management team with retention activities and learn how ongoing service supports long-term client relationships.
- Help document and improve agency processes to support efficient workflows and a consistent client experience.
- Collaborate on group projects, contribute ideas, and share findings with the team.
Secondary Duties and Responsibilities:
- Other duties as assigned.
Knowledge, Skills, Abilities, and Worker Characteristics:
- Commitment to the Midwest Heritage mission and willingness to promote the values of the organization.
- Strong organizational and time management skills with the ability to prioritize multiple tasks and meet deadlines.
- Interest in sales, insurance, or business, with a willingness to initiate conversations and learn from feedback.
- Familiarity with Customer Relationship Management (CRM) tools is preferred; willingness to learn new systems is essential.
- Comfort using Microsoft Office applications, including Outlook, PowerPoint, Excel, and Word, and learning new digital tools.
- Ability to communicate clearly, ask questions, and share ideas with coworkers and customers.
- Ability to build positive working relationships and collaborate with people from different teams and backgrounds.
- Strong detail orientation including the ability to review forms for accuracy and completeness.
- Ability to research prospects, organize information, and follow through on outreach and service tasks.
- Ability to work 30-40 hours per week, for a minimum of 10 weeks starting in May.
Education and Experience:
- Junior standing minimum, majoring in Business, Marketing, Sales, Risk Management and Insurance, Finance, or a related field.
- Relevant coursework required.
- Minimum GPA of 3.0.
Physical Requirements:
- This position is classified sedentary/light and requires the ability to sit for long periods of time.
- Visual requirements include ability to see detail at near range with or without correction.
- Must be able to perform the following physical activities: sitting for long periods, talking (in person and by telephone), hearing and repetitive motions.
Working Conditions:
- The duties of this position are normally performed in a general office setting. This is a fast-paced work environment.
- There is frequent pressure to meet deadlines and handle multiple projects in a day.
Equipment Used to Perform Job:
Computer with Microsoft Office and job-related applications, telephone, calculator, copier, scanner, fax, and printer.
Contacts:
This position works with Midwest Heritage employees, bank customers, Hy-Vee employees, vendors and outside agents doing direct business with Midwest Heritage.
Confidentiality:
This position is responsible for protecting the privacy and confidentiality of customer, employee, banking, insurance, and financial information at all times.
Equal Employment Opportunity:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, or disability.
