2027 Summer Internship

Description

We are one of the leading offices out of 20,000 independent Agents Nation-wide in the areas of B2B, Retirement Planning, and multiple other product lines. We are looking to teach specific skills such as: Marketing, Advertising, Leadership Development, Human Resources, Insurance, Sales, and General Entrepreneurial behaviors.

Note: We do have 2 offices. One in Carmel and one in Greenfield, Indiana.

If you are looking for part-time or full-time work, we can be flexible during any season, but this is an in-office position and can lead into work from home/school after training. We also welcome college graduates whom may want to own a business one day.

We Are Looking For The Following:

1. Drive and initiative to lead and affect positive change
2. Leadership skills through extracurricular and professional endeavors
3. Ability to thrive in a team environment, both in-person and virtual
4. Effective communication skills, both oral and written
5. A can-do attitude, and someone who loves to have a bit of fun!
6. The ability to work in an environment that emphasizes information sharing, collaboration, teamwork, mutual respect, and integrity.
7. Experience with Microsoft Office for documentation, data analysis, and presentations

What’s In It For You:

1. Competitive pay and a relaxed dress code
2. Direct experience you can leverage for your future career
3. An opportunity to learn and network with industry-leading influencers
4. A Learning Environment: Mentoring and Development to help you succeed
5. We love to give back! Being involved in volunteer opportunities to give back to the community
6. A culture that embraces Diversity and Inclusion

We are not just offering an internship but the opportunity for a meaningful career!

Come join our passionate team!

Our Benefits:

We're excited to offer our interns a tailored set of benefits with a range of valuable perks to help support you during your time with us!

State Farm is a 100-year-old Fortune (40) Company and the largest property/casualty insurance Company in the Nation, composed of nearly 20,000 local offices. Join a winning team and learn across multiple types of majors during this personalized internship experience!

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

Responsibilities

Lead Generation & Pipeline Support

1. Proactively identify potential prospects through outbound calling, texting, email, and community engagement.
2. Qualify leads using agency-approved scripts and discovery questions.
3. Enter all new leads into the CRM accurately and in real time.
4. Maintain daily activity goals (calls, conversations, appointments, follow-ups).

Appointment Setting

1. Contact warm leads, referrals, and existing customers to schedule appointments for licensed agents.
2. Confirm appointments, send reminders, and ensure all pre-appointment documents are ready for the licensed producer.
3. Learn and follow best practices for reducing no-shows.

Customer Experience & First Contact

1. Serve as the first point of contact for new prospects, creating a friendly and professional impression of the agency.
2. Gather preliminary client information needed for quotes (without discussing coverage details).
3. Document every client interaction in the CRM following agency SOPs.

Marketing & Outreach Activities

1. Assist with local marketing campaigns, referral programs, and community events.
2. Contribute to social media posting, content ideas, and brand building under guidance.
3. Support email campaigns, newsletter creation, and reputation management (reviews, follow-ups).

CRM & Data Management

1. Maintain clean, accurate records in the CRM and agency management system.
2. Track lead sources, close rates, and daily KPIs to support agency performance reporting.
3. Ensure compliance with data privacy standards and agency protocols.

Sales Support (Non-Licensed Activities Only)

1. Prepare quote sheets, gather documents, and set up files for licensed agent review.
2. Provide rate comparisons prepared by licensed agents to prospects.
3. Observe sales meetings and shadow licensed agents to learn insurance sales processes.
4. Follow compliance guidelines to avoid any unlicensed solicitation or coverage recommendations.

Training & Development

1. Participate in all weekly training sessions, role-plays, and performance reviews.
2. Complete agency modules (scripts, objection handling, CRM mastery, Kaizen principles, etc.).
3. Demonstrate continuous improvement toward agency KPIs and professionalism standards.

Office Administration & Team Contribution

1. Help with reception tasks such as greeting walk-ins and routing calls.
2. Assist with scanning, file organization, and general office support.
3. Maintain a positive, energetic culture aligned with agency core values.

Compliance & Ethical Conduct

1. Understand and follow all rules governing unlicensed activities.
2. Ensure all insurance discussions redirect to licensed agents when required.
3. Protect client data and maintain strict confidentiality at all times.

Qualifications

• Students who apply MUST be returning to school (undergraduate or graduate) for at least one semester following the summer internship
• 12 hours or more of relevant coursework in insurance, management, finance before the start of the internship
• Pursuing degree in Finance (customer facing), Sales, Leadership, Marking, Business Management, (not all inclusive)
• Current Junior, Senior or graduate student preferred

Learning Objectives

1. Professional Communication

1. Develop professional verbal and written communication skills through interactions with clients, prospects, and team members.
2. Learn proper phone etiquette, email communication, and customer service techniques.

2. Sales & Marketing Fundamentals

1. Understand the insurance sales process from lead generation through policy issuance.
2. Learn how marketing initiatives support business growth and customer acquisition.
3. Observe and participate in prospecting and follow-up activities.

3. Customer Relationship Management (CRM)

1. Gain hands-on experience using CRM systems to manage customer information and sales opportunities.
2. Learn how data organization and follow-up impact client retention and growth.

4. Insurance Industry Knowledge

1. Develop a foundational understanding of auto, home, life, health, and business insurance products.
2. Learn how insurance solutions help individuals and businesses manage risk.

5. Business Operations

1. Understand the daily operations of a successful insurance agency.
2. Learn how administrative processes, compliance requirements, and customer service contribute to agency success.

6. Data Analysis & Reporting

1. Analyze business metrics, sales reports, and marketing performance data.
2. Learn how business leaders use data to make strategic decisions.

7. Leadership & Team Development

1. Observe leadership practices and participate in team meetings and coaching sessions.
2. Understand how accountability, culture, and performance management influence organizational success.

8. Project Management

1. Complete assigned projects while meeting deadlines and quality expectations.
2. Demonstrate time management, organization, and problem-solving skills.

9. Community & Professional Networking

1. Participate in networking opportunities, community events, and professional development activities.
2. Understand the value of relationship-building in business growth.

10. Career Exploration

1. Evaluate potential career paths within insurance, financial services, marketing, sales, and business management.
2. Reflect on personal strengths, career interests, and professional goals through regular feedback sessions

Contact Information