SGL insurance services

MGT 401 Learning Activity Worksheet

Company Description

I will participate in a three month internship with SGL Insurance Services. They are a full service with personal, commercial, health, and life insurance brokerage that was established to serve the insurance needs of individuals and businesses throughout the state of California. The company’s purpose is saving clients’ time and money while providing customer services and more customer expectation. They take good pride in providing unmatched customer service to clients. They also collect the reviews and comments from the customer service calling, which is help them develop in the future. They also build relationships in trust, commitment, and communication. Through the strong relationships with their clients, they have distinguished themselves from other agencies by having one of the highest client retention rations in the industry.

This internship will provide me a lot of experience and knowledge in the following areas: insurance contracts, customer service, manage clients’ quotes, business meeting notes manage, business negotiations, industry development, and much more. I will experience with business problems solving, obtain feedback from customer, and reconcile insurance accidents, and more. To fulfill the requirements for MGT 401, I will pursue five learning activities described below.

Learning Objectives

Note: At least five learning objectives must be developed jointly by the student and the supervisor. Each learning objective should be specific, have a target timeframe for completion, and state how you will provide proof that you learned what you stated you will learn. Use the following format:

1. I will learn the insurance company how to build relationships in trust, commitment, and communication – by June 5, 2014. I will become familiar with the SGL insurance service how effect clients’ life, collect information from customer reviews and comments. Also, SGL always offers client the best option quotes for every customer. I will help them collect information and make some phone call then make the final options for different customers requires. I will provide sample and evidences signed by my supervisor in my report as evidence of my ability to working in SGL insurance.

2. I will learn what information the company needs from different clients, identify customer for the insurance requirements, and create an insurance contract by June 15, 2014. I will ask my supervisor what we need from insurance and then how to research and collect information can meet our expectations. The objective of my work will help SGL insurance service create more appropriate with different quotes and different accidents report every day. I will remain and create clear notes on the computer for customers’ contact information. I will generate a report and submit it to my supervisor for signature and include it in my report as evidence of my successfully completing this objective.

3. I will learn how to development and improvement the insurance service qualities by June 22, 2014. This task claims that I will learn what clients’ reviews, requires also complains. For example, I will help clients find appropriates solution for the questions and learn the real world business situations. Such as, after accident what suggestion them to move; help clients offers more useful information and helps; like contract local services as soon as possible; and arrange transportation to and from off the problems. I will use this information to create a system of client problems and provide sample forms to help SGL insurance solve future problems. I will provide learning program and signed by my supervisor.

4. I will learn how to sale insurance to clients and help SGL insurance industry reduce costs, increase revenues, and improve the quality of their product or service by July 4, 2014. I will do my own research for arrangements have been most requested by consulting with the sales and operation team. I will develop the sale system and gather information from school students, and keep in touch with different companies’ insurance department. During the contact program system good and positive attitude to reply are required. I will try to contact with different clients’ sale some insurance. I will try to reduce costs and increase revenues by anything. For example, save the utility water and electronic equipment; try to sale as many as I can different insurance. My supervisor will sign these samples.

5. I will learn SGL insurance marketing how to increase revenue and make effective commercial advertisement by July 24, 2014. I will meet with sales department personnel and discuss the current income statement and cash flow. Then we will make current marketing analysis and create income forecast to measure the different cost and revenue. I will analyze the existing information and historical case to help make effective commercial advertisement. Such as, we provide good deal with current student who has more than 3.0GPA. Also, we build clients historical information system; in the future we could offer them better deals. These will be signed by my supervisor.

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Student’s Signature and Date Supervisor’s Signature and Date

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Student’s Name (Printed) Instructor’s Signature and Date

Michael L. Sloan