Field Engagement & Experience Intern, Year round

Northwestern Mutual • Milwaukee, WI

12h

About The Position

The Field Engagement & Experience Intern supports Northwestern Mutual’s Field Engagement & Experience team in initiatives that enhance the underwriting experience for advisors, clients, and Network Offices. The team connects advisors and underwriting through case management support, relationship management, issue resolution, and field education. The intern works with underwriters, advisors, Network Office leaders, a hiring manager, and a mentor, gaining exposure to Case Manager and Underwriting Relationship Manager responsibilities while developing analytical, communication, operational, and relationship-building skills.

The internship provides exposure to underwriting operations, field engagement, relationship management, and business strategy. The intern contributes to work that supports a seamless underwriting experience and improves processes, workflows, and engagement with the field.

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 in 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 the progression of life insurance applications and a positive experience for advisors and clients.
• Analyze data and operational trends to identify insights, improvement opportunities, and potential process and workflow enhancements.
• Contribute to projects that increase efficiency, simplify work, and improve case management team effectiveness.
• 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 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