Field Engagement & Experience Intern, Year round

Northwestern Mutual; Milwaukee (WI); On-site; USD 23,000 - 41,000; Full time

Job summary

Northwestern Mutual is offering a Summer Intern position to support the Field Engagement & Experience team in Milwaukee. You will work with mentors to enhance the underwriting experience for advisors and clients, gaining exposure to Case Management and Underwriting Relationship Manager responsibilities.

Responsibilities include assisting with case progression, data analysis, and coordinating field engagement activities, training material development, and communications on best practices.

Qualifications

• Incoming junior or senior (expected graduation within 1-2 years).
• Pursuing a Bachelor's degree in Business, Finance, Risk Management, Insurance, Management, Communications, Operations, or related field from an accredited college or university.
• GPA of 3.0 or higher.
• Strong interest in financial services, underwriting, operations, customer experience, or relationship management.
• Employer immigration sponsorship is not available for this role.

Responsibilities

• Partner with case managers and underwriters to support progression of life insurance applications and deliver a positive experience for advisors and clients.
• Analyze data and operational trends to identify insights and improvements for team processes.
• Contribute to projects to increase efficiency and streamline workflows.
• Explore, test, and optimize AI-enabled tools like Microsoft Copilot to boost productivity.
• Support Underwriting Relationship Managers in building partnerships with Network Office leaders and assist with field engagement activities.
• Develop presentations, training materials, and communications on underwriting best practices and digital tools.
• Research field feedback and advisor insights to identify opportunities to enhance underwriting experience.
• Assist with issue resolution and escalation management to support advisor experience and operations.

Skills

Analytical thinking

Strong communication

Relationship management

Organizational skills

Multi-tasking

Independent and collaborative work

Presentation skills

Education

Bachelor's degree in Business/Finance/Insurance/Management

Tools

Microsoft Office (PowerPoint)

Excel

Teams

Outlook

Job description

As a Summer Intern, you will support Northwestern Mutual's Field Engagement & Experience team and work alongside your hiring manager, mentor, and team members to contribute to initiatives that enhance the underwriting experience for advisors, clients, and Network Offices. The Field Engagement & Experience team serves as a bridge between advisors and underwriting by providing case management support, relationship management, issue resolution, and field education. Through close partnership with underwriters, advisors, and Network Office leaders, the team helps deliver a seamless underwriting experience for advisors and their clients. This internship offers the opportunity to gain exposure to both Case Manager and Underwriting Relationship Manager responsibilities while developing strong analytical, communication, operational, and relationship-building skills. We are committed to helping you explore career interests while gaining meaningful exposure to underwriting operations, field engagement, relationship management, and business strategy.

Job Responsibilities

Case Management Responsibilities

• 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, 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.

Bring Your Best!

What This Role Needs

Minimum Qualifications

• Incoming junior or senior (expected graduation within 1-2 years).
• Pursuing a Bachelor's degree in Business, Finance, Risk Management, Insurance, Management, Communications, Operations, or a related field from an accredited college or university.
• Cumulative grade point average of 3.0 or higher.
• Strong interest in financial services, underwriting, operations, customer experience, or relationship management.
• Employer immigration sponsorship is not available for this role.

Preferred Skills and Proficiencies

• Strong analytical and problem‑solving skills with 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.
• Comfortable working independently and collaboratively within a team environment.
• 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 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 Range

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

We believe in fairness and transparency. It’s why we share the salary range for most of our roles. Internship salaries are determined based on academic tenure and major. The standard pay structure is listed. Build a strong career foundation with a best-in-class company that puts our clients' interests at the center of all we do.

Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company over 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual. What started in Milwaukee, WI has grown into 7,000+ home office professionals split across 3 campuses: New York City, Franklin and downtown Milwaukee (HQ) - each one bringing with it its own unique talent and culture. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual as we are growing our digital and tech capabilities and are always on the lookout for bright, tech‑savvy candidates.

Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.