Annuity Operations Intern - Onsite Topeka, Learning & Growth

Advisors Excel, LLC; Topeka (KS); Vor Ort; USD 21.000 - 30.000; Vollzeit

Benefits dieser Stelle

On-site cafe and gym

Professional development opportunities

Recognition for hard work and strong绩效

Zusammenfassung

Advisors Excel, LLC in Topeka, KS is seeking an Annuity Operations Intern to support service requests, coordinate with carriers, and handle data entry and reporting tasks. The role provides hands-on exposure to annuities and financial services in a fast-paced, team-oriented environment.

The internship begins in January 2027, is on-site in Topeka, and does not offer remote work or sponsorship opportunities at this time. Ideal for someone pursuing business, finance, or operations careers.

Qualifikationen

• College coursework in business, finance or communications.
• Attention to detail and strong organizational skills are essential.
• Ability to communicate clearly over the phone and in writing.
• Positive, proactive approach to balance priorities and learn.
• Willingness to learn new systems and processes quickly.

Aufgaben

• Make outgoing calls and use carrier websites to obtain policy values and status updates on in-force annuity contracts.
• Follow up on service items by working directly with insurance carriers.
• Accurately enter data from annuity applications into tracking systems.
• Assist with compiling and distributing reports related to annuity business.
• Support the Annuity Operations team with administrative tasks and special projects.

Kenntnisse

Attention to detail

Organizational skills

Clear communication

Proactive attitude

Learning new systems

PC proficiency

Ausbildung

College coursework in business

Finance coursework

Communications coursework

Tools

Microsoft Excel

Microsoft Outlook

Microsoft Word

Jobbeschreibung

Advisors Excel, LLC in Topeka, KS is seeking an Annuity Operations Intern to support service requests, coordinate with carriers, and handle data entry and reporting tasks. The role provides hands-on exposure to annuities and financial services in a fast-paced, team-oriented environment.

The internship begins in January 2027, is on-site in Topeka, and does not offer remote work or sponsorship opportunities at this time. Ideal for someone pursuing business, finance, or operations careers.