Emily Thomas

Agenda

Company Description Orientation and Training Adjustments Communication Career Planning Pluses and Minuses

Boston Insurance Brokerage

Insurance brokerage Located in the

financial district- 24 Federal Street

The office has 12 employees The company has 16

employees – 4 in Colorado office

Volume of money- Privately owned company

Competitors Other small brokerages,

online brokerages

Orientation and Training

A week and a half of extensive training 9 a.m. to 5 p.m.

Trained by a fellow intern

Very hands on training

A lot to learn Workers

Compensation and Accounting

Orientation and Training con’t Office very

welcoming Went out to lunch

with supervisors

They offer training for all in new technology I am required to

participate

Adjustments

Hard when trainer left

A lot to take in Both workers

compensation and accounting

New vocabulary Understanding

what was expected of me each day

Communication

Questions Very good

communication with supervisors They check in often Are very willing to

help when needed

Career Planning

Finance major Always interested in

accounting What do I hope to

achieve? Extensive knowledge

of the accounting field

9-5 job experience Portfolio

Knowledge of new programs

Insurance industry knowledge

Pluses and Minuses

Benefits so far Extensive knowledge

of the insurance industry

Accounting knowledge Commission statements Check making

Least beneficial- Small jobs

Mailing Scanning

Thank You