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Supports the Advanced Planning team by entering client data into financial planning software, developing plan outputs and scenario models, preparing insurance and annuity illustrations, tracking sales opportunities in Salesforce, and assisting with compliance review of marketing content. The intern collaborates with senior planners on cash flow, insurance, retirement, tax, and long-term financial planning cases while gaining practical industry experience.

Supports accounting and reporting for the company’s investment portfolio. Responsibilities include investment transaction and cash activity accounting, reconciliations, journal entries, monthly and quarterly close, issue resolution, GAAP and statutory reporting, audit support, coordination with service providers, and process improvements.

Processes life insurance policies from application through issuance and delivery, ensuring accurate administrative handling, regulatory compliance, account reconciliation, and timely service. Responds to customer inquiries, coordinates with Legal and Compliance on complex cases, resolves system and processing issues, and completes special assignments. The role requires strong attention to detail, customer empathy, and adherence to procedures and quality standards.

Leads the evaluation, investigation, analysis, and adjudication of complex life insurance claims, including contestable claims with liability concerns up to $850,000. Coordinates internal, field, legal, medical, underwriting, and external investigations; supports reinsurance recoveries; prepares litigation-sensitive communications; and provides training and guidance to entry-level associates and peers.

Manages broker and strategic partner relationships to increase life and annuity sales and persistency. Develops profitable sales strategies, identifies opportunities, supports broker presentations and enrollments, promotes ancillary products, and collaborates with internal teams to process cases and service clients. The role requires insurance industry sales experience, state Health and Life Insurance designations, strong communication, coaching, and strategic thinking skills.

Long-term software development internship supporting packaged insurance systems and business applications. The intern will design and develop applications using Java, Spring Boot, JavaScript, React, Python, and scripting languages; work with AWS, GitHub, automation tools, SQL, and relational databases; and collaborate with developers across IT. The role requires current college enrollment, a 12-month commitment, and full-time summer and part-time school-year availability.

Supports sales teams by preparing proposals, materials, client data, and sales information; answering customer and partner inquiries; processing transactions; maintaining case and data workflows; resolving procedural or system issues; recommending insurance products; and mentoring entry-level associates. The hybrid role requires coordination, customer service, administrative support, and familiarity with insurance products.

Sell group dental, vision and hearing employee benefit products across the Chicago territory by building broker/agent relationships, meeting sales targets, supporting new initiatives, managing inforce business, and coordinating with internal teams for policy processing.

Supports the Group Business Development Underwriting team with dental and vision rating, risk evaluation, RFP review, case approval, issuance, reporting, renewals, and assigned projects. The intern receives hands-on training while working part-time during the school year and full-time during the summer in a hybrid environment.

Sell dental, vision, and hearing employee benefit products across Kansas and Missouri, with a focus on the Kansas City metro. The representative develops broker and agent relationships, identifies new sales opportunities, manages existing business, supports product initiatives, and coordinates with internal teams to ensure successful policy issuance. The role requires strong communication, presentation, territory management, organization, and customer relationship skills, along with a State Health/Life license or the ability to obtain one within six months.