Field Engagement & Experience Intern

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Northwestern Mutual

5,001-10,000 employeesFounded 1857Milwaukee, WIFinancial Services
Actively hiringPaidFinancial Services
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Best applied by Nov 16

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About the role#

As a Field Engagement & Experience Intern, you will work with our team to improve the underwriting experience for advisors, clients, and Network Offices. You will act as a bridge between these groups, gaining exposure to case management and relationship management. This role offers the chance to develop skills in operations, business strategy, and communication while supporting projects that impact our daily workflows.

What you'll do#

  • Partner with case managers and underwriters to move life insurance applications forward.
  • Analyze operational data to find trends and suggest improvements.
  • Contribute to projects that simplify work and increase team efficiency.
  • Test and optimize AI tools like Microsoft Copilot to improve productivity.
  • Support Underwriting Relationship Managers in building partnerships with Network Office leaders.
  • Assist with field engagement activities, including meeting preparation and follow-up.
  • Create presentations, training materials, and communications to support underwriting education.
  • Research advisor feedback and service trends to identify new opportunities.
  • Partner with operations and field teams to resolve issues and manage escalations.

What you'll need#

  • Current junior or senior status with an expected graduation within 1-2 years.
  • Pursuing a Bachelor's degree in Business, Finance, Risk Management, Insurance, Management, Communications, Operations, or a related field.
  • A cumulative GPA of 3.0 or higher.
  • Strong interest in financial services, underwriting, operations, or relationship management.
  • Proficiency in Microsoft Office products like PowerPoint, Excel, Teams, and Outlook.
  • Ability to build relationships and work effectively with various stakeholders.
  • Strong analytical, problem-solving, and organizational skills.
  • Clear written and verbal communication abilities.
  • Initiative, self-motivation, and a willingness to learn.
  • Ability to manage multiple priorities and think critically.

Location & details#

  • Location: Milwaukee, Wisconsin.
  • Work Modality: On-site.
  • Employment Type: Full-time.
  • Term: Rolling.
  • Note: Employer immigration sponsorship is not available for this role.

About Northwestern Mutual

Northwestern Mutual is a financial services company founded in 1857. It provides insurance, annuities, and wealth management services to over 4.5 million clients. The firm operates with offices in Milwaukee and New York. It manages over 125 billion dollars in client assets.

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