Process of the Internship
I took care of many different types of work during the internship period, and here are three major work that I have done.
- To make flyers, official notice, instructions and so on using Microsoft Office and contact our clients/potential customers by phone call and email.
- To talk to about 10 people a day on the phone for follow-up care service so that we expect customers to have higher satisfaction on our services/products.
- To sum up commission fees and bonus using Microsoft Excel and report the result to my supervisor, Young K Park.
Contact Our Clients / Potential Customer by Email
I have created many flyers, pamphlets, instructions, and official notices about our products and services using MS Office Excel, Word, and PowerPoint and then sent them to our clients and potential customers by email. On this process, Constant Contact, an email marketing tool, was the most important tool to use. This tool helped me make all the process so simple. It individualized email contents that I put in and sends it to all the customers. For example, when I put email addresses of 500 different clients to send it, Constant Contact catches last name/first name of each customer and write them up on the top of the email. It could be helpful to make the customers feel they are special.
(click here to check out some samples of my work)
Follow-up Care Services
This was my daily job. Our agency had a list of contact information of our clients. I cannot tell you how many clients were in our service for the company, but I am pretty sure that I talked to over 700 clients/potential customers. I was supposed to talk to at least 10 clients and ask how they are doing with our services on the phone per day. In addition, everyday, I contacted about 10 potential customers that I found on the Allstate Insurance Gateway system. Before I called them up for the follow-up care, I always made up a script and read out until I got used to it. However, at the same time, I tried not to be too formal or hard on the phone with my clients even though I kept staying on the professional attitude. In other words, I tried to be flexible during talking my clients on the phone. If I had approached my customers and read my script, they could have felt uncomfortable with me and thought I have might called them to sell our services.
(click here to see one of my scripts)
Accounting (Commission Fee & Bonus)
As we signed up clients to health insurance of certain companies, they gave commission fees and bonuses to our agents. Each of our agents had different numbers of clients that they convinced customers to sign up certain services. In other words, they received different amount of commission fees. Young Park, my supervisor, wanted me to take care of summing up the commission fees and bonuses. So, I played around with MS Excel a few days and finally came up with a new accounting system that could deal with a thousand of different numbers easily. It was an Excel file and contained basic contact information of our customers, assigned agents, insurance policy & case numbers, family members under primary clients, and monthly commission fees. All of my co-workers and supervisor were pretty satisfied with the file and I was so glad that it was so useful and easy to use.
(click here to see a part of the accounting system)