Operations (Client Service) Intern

Overview

Legal & General is a leader in Pension Risk Transfer with over 35 years of experience globally, servicing over a million annuitants. Building on our global success, we established our Pension Risk Transfer platform in the US in 2015. The business has grown steadily and in 2022 we eclipsed $2 billion in premium written.

At Legal & General Retirement America (LGRA), our purpose is to secure the retirement of the people we serve and positively impact our communities. We are passionate about what we do and how we do it. This means working with pace and energy to reach our goals and challenging ourselves to achieve more. Our goal is to build a unique environment where balance between work and life is possible.

Our internship program is 11 weeks long, beginning May 28th and ending August 9th. This internship offers a cross-functional project with your fellow interns, so you learn about LGRA’s strategy and collaborate to help solve a key business issue.

Purpose and Objective

Legal & General Retirement America (LGRA) provides essential support for the seamless onboarding and sustained operations of plan sponsors engaged in pension de-risking strategies. Our objective is to work collaboratively with the team to facilitate the establishment of new business and ensure the smooth continuation of operational processes.

As an Operations Intern at LGRA, your responsibilities will encompass a range of crucial operational processes. These tasks collectively contribute to the efficiency and effectiveness of our operations, ensuring the success of our pension de-risking strategies and bolstering the overall success of LGRA.

Role and Responsibilities

• Researching and promptly responding to inquiries from certificate holders.
• Performing periodic assessments to validate certificate holders eligibility for ongoing payments.
• Initiating communications for deferred or beneficiary payments.
• Reviewing data files for used to load new certificate holders to our administrative system.
• Providing support in generating invoices to support reinsurance initiatives.

Requirements

• Rising Junior or Senior majoring in Business.
• Strong knowledge of Microsoft Excel and PowerPoint.
• Understanding of pensions and annuities, preferred.
• Ability to communicate clearly and effectively, both verbally and in writing, with all levels of the organization.
• Strong ability to plan and prioritize.
• Analytical mindset, with structured problem-solving skills and the ability to make sound decisions.

Benefits

• Firsthand experience working in a fast-paced, corporate setting.
• Prime office location with close proximity to downtown Stamford, CT.
• Summer Fridays.
• Flexible hybrid working model.
• Participate in companywide events.
• Intern Learning Curriculum, including trainings and workshops.
• Lunch & Learns with different areas of the business.

The expected hiring compensation for this position is $20 per hour for all hours worked.

**This role is to be filled outside of the state of Colorado**

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.