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<p><strong>Operations Intern (Applications) - Summer 2025</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><p></p><p><strong>ROLE SUMMARY:</strong></p><p>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.</p><p>Interns will engage in activities that encompass the full process of a life insurance application, from submission and underwriting to policy issuance and post-issue services. 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.</p><p><strong>RESPONSIBILITIES: </strong></p><ul><li>Application Intake: Assist with receiving and reviewing incoming life insurance applications, ensuring all required documentation is accurate and complete.</li><li>Data Entry &amp; Verification: Input application data into company systems and verify accuracy of information against submitted documents.</li><li>Underwriting Support: Collaborate with underwriting teams to facilitate the review of applications, providing operational support by organizing documents, communicating requirements, and tracking case statuses.</li><li>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.</li><li>Policy Administration: Support policy setup once an application is approved, including final documentation, policy creation, and the issuance of certificates to clients.</li><li>Client Communication: Communicate with applicants, agents, and internal teams to provide status updates, request additional information, and address inquiries related to the application process.</li><li>Claims and Post-Issuance Services: Gain exposure to post-issue services, such as policy modifications, beneficiary changes, and claims processing, contributing to smooth operations in these areas.</li><li>Process Improvement Initiatives: Participate in projects aimed at enhancing operational efficiency, streamlining processes, and improving client experience across the entire application lifecycle.</li><li>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.</li></ul><p><strong>QUALIFICATIONS: </strong></p><ul><li>Currently pursuing or recently completed a degree in Business Administration, Insurance, Finance, Operations, or a related field.</li><li>Strong attention to detail and accuracy in data handling.</li><li>Excellent communication skills, with a client-focused approach.</li><li>Ability to work collaboratively in a fast-paced environment.</li><li>Analytical thinking and problem-solving abilities.</li><li>Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); familiarity with insurance or CRM software is a plus.</li><li>Interest in learning about life insurance and the operational processes that support it.</li></ul><p><strong>HOW YOU SHOW UP</strong>:</p><p>Empathy: Displaying compassion, active listening, and a supportive attitude when interacting with clients or colleagues in complex situations.</p><p>Organizational Skills: Keeping track of multiple applications, deadlines, and communications without letting details slip through the cracks, prioritizing tasks effectively</p><p>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.</p><p>Attention to Detail: Being thorough and precise in completing tasks, double-checking work, and ensuring accuracy in client and policy information.</p><p>Integrity: Maintaining confidentiality, adhering to company protocols, and acting ethically in all interactions.</p><p>Adaptability: Being open to shifting priorities, quickly learning new systems or tasks, and remaining composed in unfamiliar or dynamic situations.</p><p>Resilience: Showing perseverance when faced with difficulties, maintaining a positive attitude during busy times, and recovering quickly from mistakes or obstacles.</p><p>Strong Work Ethic: Interns with a strong work ethic will contribute positively to the team and help ensure operational efficiency.</p><p>Strong Communication Skills: Communicating clearly and professionally with both internal teams and clients, ensuring information is conveyed accurately and in a timely manner.</p><p>Self-Motivation and Initiative: Taking initiative, being reliable in completing tasks on time, and going above and beyond in delivering quality work.</p><p>Problem-Solving Ability: Analyzing situations, proposing practical solutions, and contributing ideas for process improvements or service enhancements.</p><p>Collaboration and Teamwork: Being cooperative, respectful, supportive, and open to the ideas of others while working on group projects or when assisting colleagues.</p><p>Patience: Remaining calm and composed when faced with challenging tasks or interactions, taking the time to ensure things are done correctly.</p><p>Self-Motivation: Proactively seeking tasks, managing time effectively, and completing projects without needing continual reminders or oversight.</p><p><strong>What you will gain:</strong></p><ul><li>Comprehensive understanding of the life insurance application process, from submission to policy issuance.</li><li>Practical experience in key operational areas including data entry, underwriting support, and policy administration.</li><li>Exposure to both front-end (client-facing) and back-end operations that support business success.</li><li>A chance to work closely with underwriting, customer service, and post-issue departments, building a holistic view of life insurance operations.</li><li>Hands-on experience with industry-specific tools and software for application tracking and data management.</li><li>Professional development through mentorship, collaborative projects, and cross-departmental exposure.</li><li>Insight into how life insurance operations contribute to policyholder satisfaction and company growth.</li></ul><p><strong>PROGRAM HIGHLIGHTS: </strong></p><ul><li>10-week paid internship (June 3-Aug 8) with formal orientation and onboarding</li><li>Networking opportunities with peers and leaders throughout the summer</li><li>Cross-Departmental group project focused on an enterprise-wide solution presented at company-wide event</li><li>Presentation skills coaching sessions</li><li>Learning opportunities throughout program</li><li>Access to mentors (former program participants)</li></ul><br><br><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

National Life Group

Business and Operations Rotational Intern - Summer 2025

<p><strong>Training &amp; Development Facilitator, Life Operations</strong></p><p>This position is responsible for delivery of learning content through suitable approaches that meet desired learning outcomes and learner needs. This person builds trusted relationships and creates an engaging learning environment. They drive learner development by actively providing feedback and learner support. The Learning Facilitator partners with business experts, performs job shadowing and collects learner feedback to continuously improve the curriculum throughout our operations team.</p><p><strong>Key Responsibilities</strong></p><ul><li>Facilitate new-hire and new-initiative training through instructor-led and virtual instructor-led sessions utilizing a variety of delivery methods specific to adult learning, using instructional techniques and formats, such as role playing, simulations, team exercises, group discussions, and facilitation</li><li>Quickly masters training content; is resourceful in consulting subject matter experts and other resources (e.g., websites, manuals, literature) to add to his/her content knowledge</li><li>Establish credibility with the audience by knowing the content area, providing relevant examples, and linking the material to the audience’s job experiences and challenges</li><li>Skillfully make the connection between learning objectives and line of business goals in the classroom</li><li>Present information in a clear, logical and organized way; knows which points to emphasize to increase learning</li><li>Actively seek evidence of audience engagement and comprehension, tailoring the training to meet differing needs, interests, and experience levels among participants</li><li>Organize, develop, and maintain training materials, handouts, and visual materials</li><li>Monitor, evaluate and record training activities and program effectiveness, recommending and developing alternative training methods to continually improve programs</li><li>Assess training needs through surveys, interviews with employees, focus groups, and/or consultation with managers, instructors, or business representatives</li><li>Evaluate, document and coach trainees' performance, through testing and role-plays, whether trainees will meet standards to successfully complete the training programs</li><li>Prepare classroom and class materials prior to class</li><li>Perform all training duties, and all other duties as required</li></ul><p></p><p><strong>Job Requirements</strong></p><ul><li>Bachelor’s degree required, or five years of specific job-related experience may be substituted</li><li>Knowledge of life insurance and/or annuity products required</li><li>Related professional certification or designation is an asset</li><li>Able to communicate complex technical concepts and ideas, both verbally and in written form, clearly and accurately</li><li>Strong presentation and communication skills; ability to facilitate and present to groups of varying sizes and skill level</li><li>Strong interpersonal skills and sensitivity to deal effectively with individuals from different cultures, along with professional maturity and confidence in communicating results with peers and various levels of management</li><li>Organizational skills to multi-task, meet deadlines, and be able to work independently</li><li>A strong desire to learn new technologies, the curiosity to figure out how things work, and a passion for improving the user experience</li><li>Ability to readily adapt to an ever-changing environment</li><li>Thinks quickly on his/her feet; handle challenging questions and comments with poise and confidence</li><li>Willingness to perform other duties as assigned</li><li>Must be able to pass a background check</li></ul><h6>The base compensation range represents the low and high end of the compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees. Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package, which includes a 401(k) retirement plan match, medical, dental, and vision insurance, paid holidays, and a generous paid time off plan, as well as other benefits.</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.&nbsp;</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

Training & Development Facilitator, Life Operations

<p><strong>Securities Operations Representative</strong></p><p><strong>Summary</strong></p><p>This position is responsible for servicing registered representatives, branch office supervisors, field staff, clients and internal staff. Calls frequently involve researching discrepancies, performing in depth research and problem solving.</p><p><strong>Key Responsibilities</strong></p><ul><li>Effectively and efficiently handle high call volume regarding brokerage accounts, managed accounts and account maintenance items</li><li>Respond to questions from clients, registered representatives, and home office associates</li><li>Research and resolve problems with maintenance requests, trades and commissions</li><li>Open accounts, handle maintenance items and process transfers on the brokerage and managed platforms</li><li>Perform diligent follow up to ensure accuracy of requests processed</li><li>Enter equity, mutual fund and fixed income transactions&nbsp;</li><li>Educate registered representatives regarding Firm procedures</li></ul><p><strong>Requirements</strong></p><ul><li>Bachelors Degree&nbsp; or equivalent combination of education and experience</li><li>FINRA Series 7 license required or ability to obtain license within 90 days of employment</li><li>1-3 years of experience in back-office brokerage operations</li><li>Demonstrated ability to perform quality work in a fast-paced environment</li><li>Must be a team player and have the ability to prioritize tasks</li><li>Strong interpersonal, communication and organizational skills</li><li>Familiarity with PCs and ability to learn new programs quickly</li><li>Maintain confidentiality of company information</li><li>Proficient in MS Office Suite, including Word, Excel, and PowerPoint &nbsp;</li><li>Ability to pass background and fingerprint check</li></ul><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.&nbsp;</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><p>#LI-DO</p><p>#LI-Hybrid</p><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

Securities Operations Representative

<p><strong>Operations Manager - Payment Center (Disbursements)</strong></p><p>The Operations Manager provides inspirational leadership to a team responsible for a variety of services that deliver a best-in-class service experience. The Operations Manager will ensure that the production team continues to deliver on every service opportunity with quality and CARE. This leader will also engage in our processes of today, for how we improve our service experience while looking at how we deliver our service tomorrow. The leader will be responsible for driving results on multiple organizational goals while also ensuring the team’s daily execution of processes are done with the highest quality and attention to detail.</p><p><strong>Key Responsibilities</strong></p><ul><li>Drive the execution of team objectives, service delivery, and expectations by planning, organizing, and directing team members.</li><li>Participate in strategic planning to develop departmental operational plans to maximize the department's efficiency, productivity, and performance.</li><li>Develop an internal talent pipeline, by setting team and individual goals, coaching for performance and individual growth and development.</li><li>Identify areas for improvement and drive operational excellence.</li><li>Partner with stakeholders across the organization to drive larger initiatives and champion successful change implementation to create value.</li><li>Ensure the team is following established processes; monitoring and maintaining service standards and compliance-based requirements.</li><li>Mentor and support team members on complex cases.</li><li>Collaborate with stakeholders to find effective solutions to service issues that get to root cause of issues.</li></ul><p><strong>Job Requirements</strong></p><ul><li>3 – 5 years of business experience in the life and annuity industry preferred; solid understanding of distribution, marketing, and operations.</li><li>Bachelor’s degree in related field preferred</li><li>On-site presence is required.</li><li>Demonstrated ability to influence and make connections between diverse sets of individuals.</li><li>Leadership skills in setting and communicating vision, purpose, goals and leading a high-performing team.</li><li>Unwavering customer-focus with a keen appreciation for the needs and interests of our distribution partners and buying customers.</li><li>Excellent problem-solving skills and critical thinking; ability to anticipate challenges, get things done, break down barriers, identify and execute solutions that will achieve organizational goals.</li><li>Top-notch communication and interpersonal skills, with the ability to articulate complex concepts and influence stakeholders at all levels of the organization.</li><li>Commitment to continuous improvement.</li><li>Exercises tact, discretion and good judgment while working under pressure to get things done quickly and effectively through others.</li><li>Ability to successfully pass a background check.</li></ul><br><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

4 Procurement / Operations Jobs in Montpelier, VT 05602, USA