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

Gordon Bewick (President ) Brendan Dolan (VP Workers Compensation) Julie Skusevich (Asst. Broker) Emily Thomas (Intern) Jim Seward (VP Healthcare) Christine Reisinger (Asst. Broker) Ryan Johnston (Asst. VP Property Casual Environmental) Katelyn Mader (Asst. Broker) Nick Creatore (VP Executive & Professional Liability) Adele McAndrew (Asst. Broker) Bart Cyprus (Asst. Broker) Mackenzie Penneman (Accounting Controller)

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