Operations Intern: Data, Coordination & Insights

National Life Group; Addison (TX); On-site; USD 26,000 - 39,000; Part time

Benefits offered by this job

Paid internship (10 weeks)

Job summary

National Life Group offers a 10-week paid internship in Addison, TX. The program provides real workplace learning with hands-on tasks in life insurance operations, underwriting support, policy administration, and data handling.

You will join a collaborative team, gain exposure to core processes, and develop practical skills in data analysis, client communication, and process improvement while working onsite four days a week.

Qualifications

• Currently pursuing or recently completed a degree in Business Administration, Insurance, Finance, Operations, or a related field.
• Strong attention to detail and accuracy in data handling.
• Excellent communication skills, with a client-focused approach.
• Ability to work collaboratively in a fast-paced environment.
• Analytical thinking and problem-solving abilities.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); familiarity with insurance or CRM software is a plus.
• Interest in learning about life insurance and the operational processes that support the work.

Responsibilities

• Application Intake: Assist with receiving and reviewing incoming life insurance applications, ensuring all required documentation is accurate and complete.
• Data Entry & Verification: Input application data into company systems and verify accuracy of information against submitted documents.
• Underwriting Support: Collaborate with underwriting teams to facilitate the review of applications, providing operational support by organizing documents, communicating requirements, and tracking case statuses.
• Risk Assessment Coordination: Learn about the underwriting process, including medical reviews, financial evaluations, and risk assessment procedures, supporting the team in gathering necessary client information.
• Policy Administration: Support policy setup once an application is approved, including final documentation, policy creation, and the issuance of certificates to clients.
• Client Communication: Communicate with applicants, agents, and internal teams to provide status updates, request additional information, and address inquiries related to the application process.
• Process Improvement Initiatives: Participate in projects aimed at enhancing operational efficiency, streamlining processes, and improving client experience across the entire application lifecycle.
• Data Analysis and Reporting: Assist in tracking KPIs related to application processing times, accuracy, and customer satisfaction, contributing to data-driven decision-making.

Skills

Attention to detail

Communication skills

Teamwork / Collaboration

Analytical thinking

Problem solving

Microsoft Office

CRM software familiarity

Life insurance knowledge interest

Education

Business Administration / Insurance / Finance / Operations degree (pursuing or completed)

Tools

Microsoft Office Suite

CRM software

Job description

National Life Group offers a 10-week paid internship in Addison, TX. The program provides real workplace learning with hands-on tasks in life insurance operations, underwriting support, policy administration, and data handling.

You will join a collaborative team, gain exposure to core processes, and develop practical skills in data analysis, client communication, and process improvement while working onsite four days a week.