Operations Intern: Insurance Data & Process Support

National Life Group; Montpelier (VT); On-site; USD 26,000 - 39,000; Full time

Benefits offered by this job

10-week paid internship

Job summary

National Life Group in Montpelier, VT offers a 10-week paid internship designed to provide real workplace learning and growth opportunities, preparing for full-time employment. The position is onsite four days per week during core days (Mon-Thu).

You will support application intake, data entry, underwriting coordination, policy administration, and client communications while gaining insight into life insurance operations.

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

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 key performance indicators (KPIs) related to application processing times, accuracy, and customer satisfaction, contributing to data-driven decision-making.

Skills

Attention to detail

Excellent communication

Team collaboration

Analytical thinking

Problem solving

Education

Bachelor's degree in Business Administration, Insurance, Finance, Operations, or related field

Tools

Microsoft Office

CRM software familiarity

Job description

National Life Group in Montpelier, VT offers a 10-week paid internship designed to provide real workplace learning and growth opportunities, preparing for full-time employment. The position is onsite four days per week during core days (Mon-Thu).

You will support application intake, data entry, underwriting coordination, policy administration, and client communications while gaining insight into life insurance operations.