The Early Career Development Program Associate participates in a six-month structured training and development program designed to prepare early-career professionals for long-term roles within the organization. This position provides foundational training in insurance operations, systems, workflows, and client service while supporting multiple departments through hands-on, supervised work.
The Associate will complete licensing coursework, gain exposure to Property & Casualty operations, and work closely with experienced team members to develop the skills necessary to transition into a client-facing or support role upon program completion.
Program Overview:
During the program, responsibilities may include, but are not limited to:
- Participate in a two-week immersive onboarding program covering insurance fundamentals, systems training, workflows, and professional development
- Complete licensing coursework and on-line Insurance 101 curriculum within defined timelines
- Collaborate with internal teams to support projects and workflow execution
- Participate in carrier presentations and training sessions to understand carrier relationships and insurance products
- Attend cohort meetings, leadership sessions, and ongoing training throughout the program
- Meet defined milestones for licensing, coursework completion, and performance expectations
- Learn and support Personal Lines workflows under supervision, including policy processing and service tasks
- Generate Auto ID cards, binders, and evidences of insurance as directed
- Assist with processing and monitoring direct bill endorsements
- Follow up on inspection reports and premium audits as assigned
- Monitor cancellation activity related to non-pay or premium finance companies and properly file documentation
- Assist insureds with billing questions or payment inquiries when appropriate
- Review downloaded policies for accuracy and completeness
- Generate renewal letters and other form correspondence as requested
- E-file and attach scanned documents, policies, endorsements, and reports in the agency document management system (e.g., ImageRight)
- Assist team members with workflow backlogs and task lists as needed
- Shadow account managers and service team members to learn best practices in client service
Qualifications:
To perform this role successfully, an individual must demonstrate:
- Obtained Bachelor's degree or in progress
- Strong interest in insurance, business operations, sales, or client service
- Ability to learn and adapt quickly in a fast-paced, professional environment
- Working knowledge of Microsoft Word, Excel, Outlook, and other Office applications
- Ability to learn new systems and technology efficiently
- Strong organizational skills with attention to detail
- Ability to follow established procedures and meet deadlines
- Professional written and verbal communication skills
- Willingness to accept feedback and actively pursue development opportunities
- Ability to work independently and as part of a team