Field Engagement & Experience Intern, Year round
Core
Support Northwestern Mutual's Field Engagement & Experience team to enhance the underwriting experience for advisors, clients, and Network Offices through case management and relationship support.
Role type
Intern (Case Management & Underwriting Relationship Support)
Builds
Life insurance underwriting operations, case management workflows, and field engagement initiatives.
Domain
Financial Services / Insurance / Underwriting
Required skills
Data analysis, operational process improvement, AI tool exploration (Microsoft Copilot), presentation development, stakeholder partnership, issue resolution, research.
Preferred skills
Problem-solving, written and verbal communication, relationship building, organization, multitasking, Microsoft Office proficiency, critical thinking, initiative.
Technologies
Microsoft Copilot, PowerPoint, Excel, Teams, Outlook
Responsibilities
Partner with case managers and underwriters to support life insurance application progression; Analyze data and operational trends to identify insights and process improvements; Explore and optimize AI-enabled tools to streamline tasks; Support Underwriting Relationship Managers in building partnerships with Network Office leaders; Assist with field engagement activities including meeting preparation and follow-up communications; Coordinate underwriting education efforts by developing presentations and training materials.
Seniority
Intern