2027 Sales Summer Internship

Department: Commercial Lines

Employment Type: Internship

Location: Walnut Creek, CA

Reporting To: President of Small Business

Compensation: $20.00 / hour

Description

Key Responsibilities

• Shadow and work alongside experienced insurance producers and sales professionals.
• Learn how insurance brokers identify client needs and develop solutions.
• Gain exposure to the prospecting and business development process, including identifying potential clients and preparing for prospect conversations.
• Develop an understanding of insurance products.
• Assist with sales presentations, proposals, and other business development materials.
• Work with service and other internal teams to understand how sales opportunities transition into ongoing client relationships.
• Participate in insurance education and training opportunities.
• Complete an intern group project and present your work to Heffernan leadership.
• Participate in networking, mentoring, and professional development activities throughout the summer.

What We Are Looking For

• Students entering their senior year of college. Graduating seniors will also be considered.
• Students Interested in sales, business development, relationship management, or the insurance industry.
• Confident communicators who enjoy interacting with people.
• Curious, motivated, and willing to learn.
• Comfortable presenting ideas and speaking with new people.
• Organized and able to manage multiple priorities.
• Collaborative and comfortable working as part of a team.
• Proactive and willing to take initiative.
• A minimum 3.0 GPA preferred.
• Ability to receive coaching and feedback and apply it to improve performance.
• Ability to work effectively both independently and collaboratively.
• Professional demeanor and behavior are required, as referenced in Heffernan’s core values (Habits).

Why Heffernan?

• Participate in insurance and professional development training.
• Meet with and learn from Heffernan leaders.
• Work on a team-based intern project.
• Attend networking, social, and community events.
• Participate in workshops focused on resumes, interviewing, personal branding, and career development.
• Receive one-on-one coaching and mentoring.
• Present your final project to Heffernan leadership.
• Build relationships with other interns and employees across the organization.

• Answer The Phone (And Email): Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid.
• Have Fun: Fun is something we don’t shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another!
• Be Respectful: Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.
• Do Good: This is our core. We strive to do good for our clients, our community, and our planet.
• Celebrate & Value Our Differences: “Because You’re Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest.