About the role#
We are looking for a detail-oriented intern to join our Insurance Solutions team. You will help review life and annuity applications and manage client information within our database. This role supports financial advisors by ensuring their client data is accurate and organized. You will maintain high standards of quality and confidentiality while working in our Topeka office.
What you'll do#
- Review paper and electronic applications to ensure they are complete and accurate.
- Enter client and policy information into the AEC database.
- Identify discrepancies by verifying data against existing records.
- Update current client files and create new records.
- Maintain organized documentation and follow procedures for handling confidential information.
- Collaborate with team members to resolve data inconsistencies.
- Assist with database maintenance and special cleanup projects.
- Meet productivity goals while maintaining high work quality.
- Complete administrative tasks and special projects as assigned.
What you'll need#
- Enrollment in a degree program for Business, Finance, Information Systems, Marketing, or a related field.
- Strong attention to detail and a commitment to data accuracy.
- Ability to handle sensitive client information with confidentiality.
- Proficiency in Microsoft Office, specifically Excel and Outlook.
- Strong organizational and time-management skills.
- Self-motivation and the ability to work independently.
- Effective written and verbal communication skills.
- Previous experience in data entry, administration, or office work is preferred.
- Experience with databases or CRM systems is a plus.
- An interest in financial services, insurance, or advisor support operations.
Location & details#
- This position is located in Topeka, Kansas.
- This is an on-site, full-time, paid internship.
- The term is rolling.
About Advisors Excel
Advisors Excel is an independent marketing organization for the financial services sector. Founded in 2005, the company provides business coaching, marketing services, and operational support to independent financial advisors. It is based in Topeka, Kansas, and employs between 501 and 1,000 people. The firm focuses on helping financial professionals manage their business operations and product offerings.
How to get in at Advisors Excel
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