Operations Intern – Summer 2027

National Life Insurance•Addison, TX

1d•$19 - $28•Onsite

About The Position

The National Life Group Internship Program was developed to provide real workplace learning and growth opportunities for undergraduate students. Over the years the program has provided students with the opportunity to engage in meaningful, career-relevant work at National Life Group in preparation for full-time employment. This position currently offers an onsite work schedule, with the expectation that you are in office four (4) days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion.

Requirements

Currently pursuing or recently completed a degree in Business Administration, Insurance, Finance, Operations, or a related field.
Strong attention to detail and accuracy in data handling.
Excellent communication skills, with a client-focused approach.
Ability to work collaboratively in a fast-paced environment.
Analytical thinking and problem-solving abilities.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); familiarity with insurance or CRM software is a plus.
Interest in learning about life insurance and the operational processes that support AI.
Leverage approved AI tools, where appropriate, to improve the efficiency, quality, and impact of their work.
Stay curious and open to new AI-enabled ways of working.
Exercise sound judgment by reviewing and validating AI-generated content.
Maintain accountability for the accuracy, quality, fairness, and integrity of work products by adhering to National Life's AI guiding principles.
Use AI responsibly and in accordance with company policies related to confidentiality, data privacy, security, compliance, retention, and intellectual property.
Demonstrates a client centric focus for satisfying one’s external and/or internal customers; establishes and maintains effective relationships with customers and gains their trust and respect.
Makes sense of complex information, critically evaluates, and creates solutions.
Sets performance and personal goals; Driven to meet or exceed goals and objectives.
Plans and prioritizes work to meet commitments aligned with organizational goals; Aligns people and skills to tasks and assignments; Evaluates results of work.
Enhances skills and knowledge through continuous learning; Focuses on personal results by establishing stretch goals; Seeks feedback and changes accordingly.
Builds partnerships with others to instill trust, collaborate, and meet shared objectives.
Actively listens, conveys messages to meet different audience needs, and remains open to new ideas and opinions.
Values diversity and difference in thought, experience, and perspective; Promotes an environment that embraces diversity, equity, and inclusion; Supports equal and fair treatment for all.
Displaying compassion, active listening, and a supportive attitude when interacting with clients or colleagues in complex situations.
Keeping track of multiple applications, deadlines, and communications without letting details slip through the cracks, prioritizing tasks effectively.
Asking questions, seeking to understand the “why” behind tasks, and being genuinely interested in how the life insurance business functions.
Being thorough and precise in completing tasks, double-checking work, and ensuring accuracy in client and policy information.
Maintaining confidentiality, adhering to company protocols, and acting ethically in all interactions.
Being open to shifting priorities, quickly learning new systems or tasks, and remaining composed in unfamiliar or dynamic situations.
Showing perseverance when faced with difficulties, maintaining a positive attitude during busy times, and recovering quickly from mistakes or obstacles.
Interns with a strong work ethic will contribute positively to the team and help ensure operational efficiency.
Communicating clearly and professionally with both internal teams and clients, ensuring information is conveyed accurately and in a timely manner.
Taking initiative, being reliable in completing tasks on time, and going above and beyond in delivering quality work.
Analyzing situations, proposing practical solutions, and contributing ideas for process improvements or service enhancements.
Being cooperative, respectful, supportive, and open to the ideas of others while working on group projects or when assisting colleagues.
Remaining calm and composed when faced with challenging tasks or interactions, taking the time to ensure things are done correctly.
Proactively seeking tasks, managing time effectively, and completing projects without needing continual reminders or oversight.

Nice To Haves

Familiarity with insurance or CRM software is a plus.

Responsibilities

Assist with receiving and reviewing incoming life insurance applications, ensuring all required documentation is accurate and complete.
Input application data into company systems and verify accuracy of information against submitted documents.
Collaborate with underwriting teams to facilitate the review of applications, providing operational support by organizing documents, communicating requirements, and tracking case statuses.
Learn about the underwriting process, including medical reviews, financial evaluations, and risk assessment procedures, supporting the team in gathering necessary client information.
Support policy setup once an application is approved, including final documentation, policy creation, and the issuance of certificates to clients.
Communicate with applicants, agents, and internal teams to provide status updates, request additional information, and address inquiries related to the application process.
Participate in projects aimed at enhancing operational efficiency, streamlining processes, and improving client experience across the entire application lifecycle.
Assist in tracking key performance indicators (KPIs) related to application processing times, accuracy, and customer satisfaction, contributing to data-driven decision-making.