Insurance Operations Intern - Summer 2027

MarshBerry, a subsidiary of Lincoln International, is growing! We are seeking a FirstChoice Insurance Operations Intern to join our team. We have a people-first, fast-paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.

Position Summary:

First Choice is seeking an Insurance Operations Intern in our Richmond, Virginia office. This Intern will be exposed to sales support, operations service requests, Agency Management System (AMS) updates, contract management, and other industry related projects.

Responsibilities:

• Respond to FirstChoice members inquiries with service requests.
• Retrieve and update policy information, endorsements, billing details, and other documentation within internal systems.
• Review and verify data for accuracy, including commission details, and report discrepancies to the appropriate team.
• Provide support to placement and client service teams as needed.
• Stay up to date with industry regulations to ensure all interactions and processes adhere to industry requirements and FirstChoice standard operating procedures.
• Serve as liaison to collaborate with other departments of the organization.
• Assist with other projects and tasks as assigned.

Selection Criteria
Education & Experience:

• Currently pursuing a Bachelor's degree in insurance, risk management, business administration, general business, sales, marketing, communications or similar program is preferred.
• Experience in a customer service role is preferred
• Proficient with technology including Microsoft Word, Excel, PowerPoint, and Access or similar database.
• Experience with Client Relationship Management (CRM) systems.

Other:

• Strong interpersonal and communication skills.
• Excellent problem-solving abilities.
• Attention to detail and organizational skills.
• Knowledge of insurance products and industry trends.

Who We Are:

MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.

What We Do:

MarshBerry is a global leader in investment banking and strategic consulting for the financial services industry. With over 40 years of experience, MarshBerry empowers firms in insurance brokerage & distribution, wealth advisory & retirement planning and accounting & tax practices to achieve long-term growth, maximize value, and navigate every stage of ownership. Core offerings include Investment Banking services such as Merger & Acquisition Advisory and Capital Raising, as well as Financial Consulting in Strategic Planning, Valuations, and Perpetuation Planning. MarshBerry also provides specialized support in Organic Growth Consulting, Executive Peer Exchange, Agency Network and Market Intelligence & Performance Benchmarking. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following:

• Crain’s Best Employers in Ohio
• The Nation’s Best and Brightest in Wellness
• NorthCoast 99
• Top Workplaces – Cleveland.com
• Weatherhead 100
• West Michigan’s Best and Brightest Companies to Work for

To learn more about MarshBerry, visit www.MarshBerry.com.