Penn Mutual · 1 day ago
Strategic Alliance Intern
United States
Internship
Remote
Intern
$20/hr - $20/hrPenn Mutual is a company that has empowered individuals and businesses for over 175 years. They are seeking an intern to support the Smart Office 'Know Your Customer' database initiative, focusing on data organization and project support within a sales environment.
Financial ServicesInsurance
Responsibilities
Organize and maintain the 'Know Your Customer' database, ensuring accuracy and completeness of financial professional profiles
Build out detailed profiles for financial professionals to support the sales team’s outreach and engagement strategies
Assist with ad hoc project work, including data analysis, reporting, and process improvement initiatives
Compile and categorize data for internal use, preparing summaries and dashboards for leadership
Collaborate with team members to achieve shared goals and contribute innovative ideas
Qualification
Required
Strong written and verbal communication skills
Detail-oriented with the ability to organize and prioritize tasks effectively
Proficient in Microsoft Excel and comfortable learning new data tools
Ability to work collaboratively in a team environment
Positive attitude and willingness to learn and contribute to process improvements
Working toward a degree in Business, Finance, Data Analytics, or a related discipline
Preferred
Coursework or interest in sales operations, CRM systems, or data management is a plus
Company
Penn Mutual
Penn Mutual helps individuals and families do more in life by creating solutions that deliver the complete value of life insurance.
Founded in 1847
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
David O'Malley
President and CEO
Marianne Cumming
Vice President, Chief Medical Director
Recent News
2025-11-03
2025-09-15
Company data provided by crunchbase