Operations Intern - Summer 2026

Operations Intern - Summer 2026

The Life Insurance Application Operations Internship is designed to provide students and recent graduates with hands-on experience in every phase of the life insurance application process. Interns will rotate through various operational functions, gaining a deep understanding of how applications are processed, policies are issued, and customer needs are met efficiently. This program offers a unique opportunity to learn how life insurance operations support the overall success of the business.

Interns will engage in activities that encompass the full process of a life insurance application, from submission and underwriting to policy issuance. By the end of the internship, participants will have a holistic view of how operations drive successful outcomes for both the company and its clients.

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.

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 it.

How You Show Up:

• Empathy: Displaying compassion, active listening, and a supportive attitude when interacting with clients or colleagues in complex situations.
• Organizational Skills: Keeping track of multiple applications, deadlines, and communications without letting details slip through the cracks, prioritizing tasks effectively.
• Curiosity and a Desire to Learn: Asking questions, seeking to understand the "why" behind tasks, and being genuinely interested in how the life insurance business functions.
• Attention to Detail: Being thorough and precise in completing tasks, double-checking work, and ensuring accuracy in client and policy information.
• Integrity: Maintaining confidentiality, adhering to company protocols, and acting ethically in all interactions.
• Adaptability: Being open to shifting priorities, quickly learning new systems or tasks, and remaining composed in unfamiliar or dynamic situations.
• Resilience: Showing perseverance when faced with difficulties, maintaining a positive attitude during busy times, and recovering quickly from mistakes or obstacles.
• Strong Work Ethic: Interns with a strong work ethic will contribute positively to the team and help ensure operational efficiency.
• Strong Communication Skills: Communicating clearly and professionally with both internal teams and clients, ensuring information is conveyed accurately and in a timely manner.
• Self-Motivation and Initiative: Taking initiative, being reliable in completing tasks on time, and going above and beyond in delivering quality work.
• Problem-Solving Ability: Analyzing situations, proposing practical solutions, and contributing ideas for process improvements or service enhancements.
• Collaboration and Teamwork: Being cooperative, respectful, supportive, and open to the ideas of others while working on group projects or when assisting colleagues.
• Patience: Remaining calm and composed when faced with challenging tasks or interactions, taking the time to ensure things are done correctly.
• Self-Motivation: Proactively seeking tasks, managing time effectively, and completing projects without needing continual reminders or oversight.

What You Will Gain:

• Comprehensive understanding of the life insurance application process, from submission to policy issuance.
• Practical experience in key operational areas including data entry, underwriting support, and policy administration.
• Exposure to both front-end (client-facing) and back-end operations that support business success.
• A chance to work closely with underwriting, customer service, and post-issue departments, building a holistic view of life insurance operations.
• Hands-on experience with industry-specific tools and software for application tracking and data management.
• Professional development through mentorship, collaborative projects, and cross-departmental exposure.
• Insight into how life insurance operations contribute to policyholder satisfaction and company growth.

Program Highlights:

• 10-week paid internship (June 2-Aug 7) with formal orientation and onboarding
• Networking opportunities with peers and leaders throughout the summer
• Cross-departmental group project focused on an enterprise-wide solution presented at company-wide event
• Presentation skills coaching sessions
• Learning opportunities throughout the program
• Access to mentors (former program participants)