Membership Service Intern
CAA CLUB GROUP
May 2025 - Aug 2025 (4 months)
Analyzed prior years’ sales data and KPIs in Excel to determine individualized quarterly and annual performance goals for agents and consultants based on forecasted demand, ensuring the team met location-wide insurance sales quotas. Supported 8 Insurance Agents and 7 Membership Service Consultants in assisting 10+ clients daily in securing home, auto, and travel insurance documents, improving service efficiency. Generated customized travel insurance quotes for 7+ clients per week, representing $35M+ in coverage value.