Insurance Internship/Co-Op Need to Knows

Risk Management, Business, Marketing
English
English [Auto]
The fundamentals of your program necessary to succeed

Requirements

  • No

Description

In this class, you will get a quick rundown of the basics you'll need to know entering this internship. This will include about Pinnacle Partners, about our partners (Keller Williams), industry terminology, common tasks, communication tips and a few others things! Also included are a few videos, quizes and assignments that will help the student reinforce what they have learned! This course should be taken and completed prior to starting your first day.


Also included in this course is examples of actual insurance policies with the coverages and forms a real client would have with our company. We feel this will be a hands on way of learning how to read and interpret policy language!

Sections included in this curriculum:

1. Who is Pinnacle

2. Who is Keller Williams

3. Basics of Risk Management

4. Basics of Acquiring New Clients

5. Inbound Phone Calls, Client Retention and servicing clients

6. Ways to learn new things


We look forward to having you complete this course and reviewing these concepts with you on your first day. Please send any questions about this course to Jessica Vermillion at Jess@pinnaclepartnerscorp.com.


Related Topics: Insurance, Risk Management, Real Estate, Business, Management, Marketing, Communications, Customer Service, Technology, House, Cars, Liability, Property, Travelers, Nationwide, Progressive, Allstate, Liberty Mutual,

Who this course is for:

  • Risk Management, Business, or marketing professionals.

Course content

14 sections33 lectures43m total length
  • What does Pinnacle Partners do?
    00:35
  • Pinnacle Video
    02:04
  • Video Assignment
    2 questions
  • Pinnacle Quiz
    7 questions
  • Handbook
    02:02

Instructor

Principal
Peter Hughes
  • 5.0 Instructor Rating
  • 1 Review
  • 221 Students
  • 1 Course

Peter Hughes is the principal of Pinnacle Partners Corp. He was employee one and laid the foundation down for Pinnacle to grow into the National company they are today.


Peter also has also been involved in the building multiple insureTech apps as well.


Pinnacle is now partners with over 100 Keller Williams market centers.