Field Engagement & Experience Intern, Year round

Northwestern Mutual • Milwaukee, WI

2d • $17 - $30

About The Position

As a year-round intern, you will support Northwestern Mutual’s Field Engagement & Experience team and contribute to initiatives that enhance the underwriting experience for advisors, clients, and Network Offices. The team bridges advisors and underwriting through case management support, relationship management, issue resolution, and field education. In close partnership with underwriters, advisors, and Network Office leaders, the team works to deliver a seamless underwriting experience. The internship provides exposure to Case Manager and Underwriting Relationship Manager responsibilities and opportunities to develop analytical, communication, operational, and relationship-building skills. It also offers meaningful exposure to underwriting operations, field engagement, relationship management, and business strategy.

The role includes supporting the progression of life insurance applications, analyzing operational data and trends, and contributing to process improvement and AI-enabled productivity initiatives. It also supports Underwriting Relationship Managers with Network Office partnerships, field engagement, underwriting education, research into field feedback and service trends, and issue resolution.

The role is intended for an incoming junior or senior pursuing a relevant bachelor’s degree, with an expected graduation within one to two years and a cumulative GPA of at least 3.0. Employer immigration sponsorship is not available. The listed pay range is $16.50 to $30.00; internship salaries are determined based on academic tenure and major.

Requirements

• Be an incoming junior or senior, with expected graduation within 1–2 years.
• Pursue a bachelor’s degree in Business, Finance, Risk Management, Insurance, Management, Communications, Operations, or a related field at an accredited college or university.
• Have a cumulative grade point average of 3.0 or higher.
• Have a strong interest in financial services, underwriting, operations, customer experience, or relationship management.
• Employer immigration sponsorship is not available for this role.

Nice To Haves

• Strong analytical and problem-solving skills, including the ability to evaluate information and make recommendations.
• Excellent written and verbal communication skills.
• Ability to build relationships and partner effectively with a variety of stakeholders.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Comfort working independently and collaboratively within a team.
• Proficiency with Microsoft Office products, including PowerPoint, Excel, Teams, and Outlook.
• Curiosity and willingness to learn about underwriting processes, field operations, and client experience.
• Ability to present ideas clearly and confidently to internal partners.
• High degree of initiative and self-motivation, with a passion for continuous learning.
• Demonstrated ability to think critically and anticipate potential challenges or opportunities.

Responsibilities

• Partner with case managers and underwriters to support life insurance application progression and a positive experience for advisors and clients.
• Analyze data and operational trends to identify insights, improvement opportunities, and enhancements to team processes and workflows.
• Contribute to projects that increase efficiency, simplify work, and improve the effectiveness of the case management team.
• Explore, test, and optimize AI-enabled tools, including Microsoft Copilot, to streamline tasks, improve knowledge sharing, and increase productivity.
• Support Underwriting Relationship Managers in building partnerships with Network Office leaders and helping offices navigate underwriting questions, challenges, and opportunities.
• Assist with field engagement activities, including meeting preparation, follow-up communications, and support for Network Office meetings and initiatives.
• Help coordinate underwriting education by developing presentations, training materials, and communications on underwriting best practices, processes, and digital tools.
• Research field feedback, service trends, and advisor insights to identify opportunities to enhance the underwriting experience and strengthen field engagement.
• Partner with underwriting operations and field teams to support issue resolution, escalation management, and advisor support initiatives.

What This Job Offers

• Job Type: Full-time
• Career Level: Intern