Katie Chase Insurance & Financial Services, Inc. is seeking a motivated and enthusiastic Intern to join our team. This internship offers a unique opportunity to gain hands-on experience across multiple facets of a small business environment within the insurance and financial services industry. The ideal candidate will develop valuable business acumen by engaging in diverse tasks that support our operations, marketing, client relations, and administrative functions.
RESPONSIBILITIES:
- Assist in planning, promoting, and attending marketing and community outreach events.
- Manage and create content for social media platforms to engage current and prospective clients.
- Greet and assist customers in a professional and friendly manner, providing excellent customer service.
- Perform data entry, maintain client databases, and assist with data management tasks.
- Support the preparation of client presentations and marketing materials.
- Conduct basic market research to identify trends and opportunities.
- Help with administrative duties such as filing, scheduling appointments, and managing correspondence.
- Participate in team meetings and contribute ideas for improving processes and client engagement.
- Shadow professionals to gain insight into insurance policy processing and financial product offerings.
- To be eligible for an internship, you must be a full-time student currently enrolled in an undergraduate or post-graduate program.
- Strong communication and interpersonal skills.
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint).
- Familiarity with social media platforms (Facebook, LinkedIn, Instagram, etc.).
- Detail-oriented with strong organizational skills.
- Ability to work both independently and collaboratively in a fast-paced environment.
- Positive attitude and eagerness to learn.
- Exposure to various aspects of running a small business within the insurance and financial services sector.
- Practical experience in marketing, customer service, data management, and administrative support.
- Enhanced understanding of business operations and client relationship management.
- Opportunity to build professional network and develop career-ready skills.
Are You Driven & Ambitious?
We are a growing agency with big dreams and lots of potential. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. Our team is comprised of results-oriented individuals that are serious about their development. If you want to work in an environment that is fun, challenging, and rewarding, then Katie Chase - State Farm Agent may be the right fit for you! If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team.
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.
- Our office is located in Novato and Sonoma.
- Our office is open Monday - Friday 9:00 - 5:00.
- Before becoming a State Farm Agent, I was previously employed as a State Farm Agent Team Member.
If you want a career, not a job, then we encourage you to apply.
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.





