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Bryson · 9 hours ago

Summer Intern

Long Beach, CA

Internship

Onsite

Intern

Bryson is a company specializing in Employee Benefits, Retirement Planning, Property & Casualty, Life Insurance, and Wealth Management Services. The Summer Intern will support the teams with projects and learn about the workings of retirement or insurance, with a focus on improving company processes and procedures.

Financial ServicesInsurance

Hiring Manager

Kelli Watkins

Responsibilities

Participate in 401(k) plan analysis, testing, and benchmarking

Conduct due diligence on funds and plan providers

Collaborate on client fee databases and portfolio evaluations

Shadow advisors in client meetings and investment strategy sessions

Complete a capstone project that models a financial plan or 401(k) education initiative

Support benefit plan analysis, policy benchmarking, and renewal reviews

Learn how to conduct due diligence and manage carrier relationships

Participate in open enrollment preparation and 5500 filings

Take part in mock client negotiations and benefits strategy sessions

Present an original project proposing and innovation for Bryson’s benefits practice

Qualification

Benefit plan analysisMicrosoft Office proficiencyPrioritization skillsMultitasking skillsTechnological skillsCuriosityEthical standardsTeamwork orientationVerbal communication skillsOpen communicationPresentation skills

Required

Possess a strong teamwork orientation

Demonstrate strong prioritization and multitasking skills

Organized with excellent verbal and communication skills

Computer proficient with excellent technological skills including proficiency in Microsoft Office applications

Proficient in Microsoft Office applications

Demonstration of curiosity towards the work

Ethical business standards and transparency

Promote open communication and high morale

Adoption of the Bryson 'WOW' service model. The 5 pillars of the WOW are Personal Touch, Accountability, Intellectual Capital, Resolution, and Delivering Value