What are the responsibilities and job description for the Annuity Operations Intern position at Advisors Excel?
Position: Annuity Operations Intern
Department: Annuity Operations
Reporting to: Annuity Operations Manager
Location: Topeka, KS - Onsite
Overview:
Are you looking for an opportunity to learn more about the world of annuities and financial services while supporting a high-performing team? Our Annuity Operations department is seeking a talented and motivated Annuity Operations Intern to help our team deliver exceptional service to our clients.
The Annuity Operations Intern will play a vital role in assisting with service requests, conducting follow-up communications with carriers, and handling important data entry and reporting tasks. You’ll gain hands-on experience in a fast-paced, team-oriented environment—ideal for someone interested in pursuing a future in business, financial services, or operations.
This internship position will begin in January 2027 and is an on-going internship, not a seasonal or summer internship. It is on-site in our Topeka, KS office and not open to remote work. Additionally, please note that the company does not extend sponsorship opportunities at this time.
What you’ll do:
- Make outgoing calls and use carrier websites to obtain policy values and status updates on in-force annuity contracts
- Follow up on service items (such as address changes, beneficiary updates, or policy information requests) by working directly with insurance carriers
- Accurately enter data from annuity applications and service items into our tracking systems
- Assist with compiling and distributing reports related to annuity business
- Support the Annuity Operations team with administrative tasks and special projects as needed
- Exhibit a positive, collaborative approach to all assignments
Experience you’ll bring:
- College-level coursework in business, finance, communications, or related field preferred but not required
- Strong attention to detail and organizational skills
- Ability to communicate clearly and confidently over the phone and in writing
- A positive, proactive approach to work with the ability to handle multiple priorities
- Willingness to learn new systems and processes quickly
- PC proficiency and comfortable navigating multiple programs and online platforms
Bonus Points:
- Experience with Microsoft Office Suite (Excel, Outlook, Word)
- Prior office, administrative, or customer service experience
- Interest in financial services or operations
What you’ll get:
- Access to an on-site café and gym
- Continuous personal and professional development opportunities
- Recognition for hard work amp; exemplary performance
- Employee sponsored events…and more!
Who We Are:
Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors’ businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
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