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Operations Intern - Summer 2026 (Addison)

Operations Intern - Summer 2026 (Addison)

NLV FinancialAddison, TX, US
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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)
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    Intern Summer 2026 • Addison, TX, US