Underwriting Operations & Field Engagement Intern

About the Role

Support Northwestern Mutual's Field Engagement & Experience team by contributing to initiatives that enhance the underwriting experience for advisors, clients, and Network Offices. This internship offers exposure to Case Manager and Underwriting Relationship Manager responsibilities, while developing analytical, communication, operational, and relationship-building skills.

Key Responsibilities

Case Management Responsibilities

• Partner with case managers and underwriters to support the progression of life insurance applications and deliver a positive experience for advisors and clients.
• Analyze data and operational trends to identify insights, uncover improvement opportunities, and support enhancements to team processes and workflows.
• Contribute to projects focused on increasing efficiency, simplifying work, and improving the overall 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.

Underwriting Relationship Manager Responsibilities

• 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 help 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.

Requirements & Tech Stack

• Pursuing a Bachelor's degree in Business, Finance, Risk Management, Insurance, Management, Communications, Operations, or a related field.
• Strong interest in financial services, underwriting, operations, customer experience, or relationship management.
• AI-enabled tools, including Microsoft Copilot.
• Microsoft Office products, including PowerPoint, Excel, Teams, and Outlook.

Qualifications

• Incoming junior or senior (expected graduation within 1-2 years).
• Cumulative grade point average of 3.0 or higher.
• Strong analytical and problem-solving skills.
• 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.
• Comfortable working independently and collaboratively within a team environment.
• 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 a passion for continuous learning.
• Demonstrated ability to think critically and anticipate potential challenges or opportunities.

What You'll Gain

• Exposure to life insurance underwriting operations, case management, and field engagement.
• Experience partnering with underwriters, advisors, and Network Office leaders.
• Insight into how underwriting decisions, case management, and field engagement work together to support advisors and clients.
• Opportunities to develop analytical, communication, relationship management, and project management skills.
• Experience contributing to initiatives that enhance the advisor, client, and field experience.

Compensation

• Pay Range - Start: $16.50
• Pay Range - End: $30.00

Internship salaries are determined based on academic tenure and major.