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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong organizational and communication skills while supporting client success and managing multiple projects in a fast-paced environment. Proficient in Salesforce and MS Office tools, with a focus on attention to detail and critical thinking.
Highest-signal resume keywords
Salesforce TasksMS Office ProficiencyCustomer-Facing ExperienceProject ManagementCritical Thinking
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
SalesforceDocuSignExcelWordPowerPointAdobe ProductsAdministrative WorksheetsRisk ApprovalW-9 HandlingSchedule A Requests
Soft Skills
Excellent CommunicationHighly MotivatedOrganizedSelf-DrivenAttention to Detail
Tools & Technologies
SalesforceDocuSignMS OfficeAdobe ProductsSun Life Connect
Industry Keywords
Client SuccessCustomer RelationshipBroker LicensingMedical Plan DocumentsPremium Research
About the role
Key responsibilities & impact- Support Client Success Specialists and Customer Relationship Executives
- Perform Salesforce tasks as applicable
- Assist with Rep Splits and Broker licensing
- Pursue, collect, and transfer Administrative Worksheets for new business groups
- Add and remove Contacts on policies
- Submit renewals for Risk Approval
- Create DocuSign Packages
- Submit cancellation requests
- Complete Sun Life Connect access requests
- Provide ISL Account Summaries/EORs as requested
- Assist with premium research
- Handle W-9 and Schedule A requests
- Send medical Plan Documents to Product
- Upload medical Plan Documents to the sold case tracker
- Send Contracts
- Perform ad hoc project work as needed
Requirements
What you’ll need- Currently enrolled in an accredited college or university during the time of internship
- Preferably in final year of undergraduate studies
- Undergraduate or graduate student in Accounting, Finance, Business Administration, or related field
- Eligible to legally work in the United States
- Ability to work full-time (40 hours/week) during the intern session
- Prior experience in a customer-facing role
- Working knowledge of MS Office (Word, Excel, PowerPoint), Outlook, and Adobe products
- Excellent written and verbal communication skills
- Ability to manage multiple projects with demanding deadlines in a fast-paced environment
- Highly motivated, organized, self-driven, focused, and attentive to detail
- Critical thinking skills
Benefits
Comp & perks- Hands-on experience in Client Management, Customer Service, and the Stop Loss insurance industry
- Career mobility opportunities
- Inclusive, collaborative, and supportive work environment
- Reasonable accommodations for qualified individuals with disabilities and special disabled veterans