Life Underwriting Intern, Year-round

Northwestern Mutual•Milwaukee, WI
•$17 - $30•Hybrid

About The Position

The Life Underwriting Intern supports 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 provides exposure to case management and underwriting relationship management while building analytical, communication, operational, and relationship-building skills. The intern may support life underwriting workflows and selected cases; help case managers and underwriters progress life insurance applications; analyze operational data and trends; contribute to process-improvement projects; and explore AI-enabled tools such as Microsoft Copilot. The role also supports Underwriting Relationship Managers through field engagement, meeting preparation and follow-up, education materials, research into field feedback and service trends, and issue resolution. It offers exposure to underwriting operations, field engagement, relationship management, and business strategy.

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 effectively partner 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 in workflow and underwriting 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 focused on increasing efficiency, simplifying work, and improving the effectiveness of the case management team.
  • Explore, test, and optimize AI-enabled tools, including Microsoft Copilot, to streamline tasks, improve knowledge sharing, and drive productivity gains.
  • 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 efforts 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.
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