Life Underwriting Intern, Year-round
About The Position
As a year-round intern, you will support Northwestern Mutual's Field Engagement & Experience team or Life Underwriting team, working with a hiring manager, mentor, and team members on initiatives that enhance the underwriting experience for advisors, clients, and Network Offices. The Field Engagement & Experience team connects advisors and underwriting through case management support, relationship management, issue resolution, and field education. The internship offers exposure to Case Manager and Underwriting Relationship Manager responsibilities, as well as underwriting operations, field engagement, relationship management, and business strategy. Interns develop analytical, communication, operational, and relationship-building skills while contributing to work that supports advisors and clients.
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, self-motivation, and passion for continuous learning.
- Demonstrated ability to think critically and anticipate potential challenges or opportunities.
Responsibilities
- Support Life Underwriting teams with workflow and underwriting of select cases.
- Partner with case managers and underwriters to support the progression of life insurance applications and help deliver 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 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 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 on issue resolution, escalation management, and advisor support initiatives.
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What This Job Offers
Job Type
Full-time
Career Level
Intern
