Internship - Operation's: Retirement Plan Services

Security Benefit; United States; Hybrid; USD 2,480,000 - 3,031,000; Full time

Benefits offered by this job

Holiday Pay

Benefits package

Job summary

Security Benefit is seeking an Operations Intern to join a collaborative, agile team in Topeka, Kansas. You will assist with data analysis, documentation, and process improvements that drive efficiency and accuracy across the application process.

The role requires a full‑time college student in math, actuarial science, finance, or computer science, with advanced Excel and Salesforce experience preferred. A hybrid work schedule offers both remote and on-site flexibility.

Qualifications

• Advanced Excel knowledge is required and highly valued.
• Experience with Salesforce is highly preferred.
• Strong GPA in major and overall coursework.
• Excellent written and verbal communication skills.
• Proven organizational skills and ability to meet deadlines.
• Attention to detail and accuracy are crucial.
• Ability to work independently and take initiative.

Responsibilities

• Maintain a comprehensive database tracking the reasons why applications are not in good order.
• Categorize and analyze root causes behind incomplete or inaccurate submissions.
• Liaise with financial advisors or relevant parties to obtain missing information.
• Provide clear guidance to ensure complete and accurate documentation.
• Analyze trends in application submissions to identify common missing information.
• Develop data-driven strategies to improve application quality.
• Offer actionable recommendations to leadership to enhance processes.

Skills

Advanced Excel

Salesforce experience

Strong GPA

Strong communication

Organizational skills

Detail oriented

Independent work

Education

Current college student (Mathematics, Actuarial Sciences, Finance or CS)

Tools

Salesforce

Job description

We're Looking for an Operations Intern!

About the Company: Security Benefit is a leader in the U.S. retirement market with more than $60 billion in assets under management. We offer opportunities to thrive, innovate, and make an impact. As part of our team, you'll play a key role in driving the future of the U.S. retirement industry. Security Benefit is a PLACE where we promise to help our customers To and Through Retirement®.

We're proud to have been recognized as one of the best in the business:

• Named to Ward's 50 list of top-performing life-health insurance companies
• Recognized on list of Ingram's Top 100 Private Companies in the Kansas City area in 2024

About the Role: As an Operations Intern , you'll be an integral part of a collaborative, agile team. You'll assist, analyze, and implement innovative solutions that drive efficiency and exceed expectations. The Operations Internship position reports to the Assistant Vice President, Strategic Partnerships & Initiatives and will be based out of our home office in Topeka, Kansas. We work a hybrid schedule, offering flexibility to work both remotely and on-site.

• Maintain a comprehensive database tracking the reasons why applications are not in good order.
• Categorize and analyze the root causes behind incomplete or inaccurate submissions.
• Liaise with financial advisors or relevant parties to obtain any missing or incorrect information in applications. Provide clear guidance and support to ensure complete and accurate documentation.
• Analyze trends in application submissions to identify common reasons for missing information.
• Utilize data-driven insights to develop strategies for addressing recurring issues and improving application quality.
• Offer actionable recommendations to leadership based on analysis, aimed at enhancing processes and optimizing application integrity.

What We're Looking For:

• Full-time college student pursuing degree in Mathematics, Actuarial Sciences, Finance or Computer Science at the freshman level or higher
• Advanced Excel knowledge/skill required.
• Experience with Salesforce is highly preferred.
• Strong GPA in major and in all areas of study
• Strong written and verbal communication skills
• Proven organizational skills and ability to meet deadlines required.
• Accuracy and the ability to be very detail oriented are crucial.
• Ability to work independently and take initiative.

Why Choose Security Benefit? When you join our team, you're not just getting a paycheck --- you're getting a career path full of growth opportunities, plus a robust benefits package that puts your well-being first. Here's what you can expect as part of our internship program at Security Benefit:

• Hands-on Experience
• Skill Development
• Networking Opportunities
• Resume Enhancement
• Exploration of Career Paths
• Personal and Professional Growth
• Industry Insights
• Holiday Pay

Security Benefit is an Equal Opportunity Employer.