AAA Life Insurance Company

Customer Success Manager

• Operating within the core values and operating principles of the organization, as the Director of Customer Engagement, you will be in a transformative leadership role responsible for defining and delivering AAA Life’s member communication journey—from application to policy issuance, through policy servicing, and ultimately to beneficiary settlement.
• You will spearhead the design, governance, and execution of a robust, omni-channel engagement strategy focused on improving the member experience, increasing retention, and accelerating time-to-settlement for beneficiaries.
• You will serve as the enterprise owner of AAA Life’s forthcoming member engagement platform while providing leadership over brand governance, creative development, and message alignment across the organization.
• In partnership with cross-functional teams, you will ensure the right message reaches the right member at the right time—balancing compliance, impact, and brand consistency—while driving continuous optimization using data and A/B testing.

Director, Customer Engagement

Financial Planning and Analysis

• Prepare account reconciliations
• Create journal entries
• Assist with daily and monthly investment functions
• Assist with daily and monthly treasury functions
• Assist with creating a centralized depository for treasury and investment documents, enabling AI queries through internal Co-pilot
• Assist with setting up investment forecast for budget purposes
• Understand and gain exposure to the roles and responsibilities of the Investments & Treasuring department at AAA Life
• Gain exposure to working with Investment and Finance Systems (AS400, laservault, Basware, OneStream, Bloomberg)

Finance Internship

Consultant

• Operating within the core values and operating principles of the organization, the Medical Claims Consultant is responsible for providing medical and business expertise and knowledge in support of claims decisions.
• This role’s primary responsibility is to serve as a resource to the claims team including contestable claims examiners, Accident and Health examiners, claims consultants and management with respect to denials, appeals, escalations or complex medical questions that arise in the processing of claims.
• Serve as a resource to the contestable claims team. This includes review of contestable claims as needed by claims personnel.
• Review of medical documentation including physician and hospital records, accident reports or other clinical materials.
• Review and understanding of policy language – interpret policy exclusions and endorsements in relation to medical findings.
• Review all contestable claim denials, including those that may have potential to result in litigation.
• Identify inconsistencies or gaps in medical documentation and recommend additional information when needed.
• Serve as a resource to claims consultants and management with regards to denials, appeals or escalations that involve medical decisions.
• Resource to the entire claims team with respect to complex medical decisions that arise in the day-to-day handling of claims.
• Assist in determining whether a claim is eligible under policy language and with respect to any supporting medical documentation.
• Provide training for claims examiners on medical topics relevant to claims decision making.
• Support claim work related to denials or appeals that require medical decision making.
• Participate in training and round tables, providing medical expertise in support of claims decision making.
• Collaborates closely with claims examiners, underwriters, legal counsel and potentially third parties to ensure accurate and fair claims decisions.
• Maintain up-to-date knowledge of relevant medical standards, diagnostic/treatment guidelines, and regulatory/industry developments that impact claim adjudication.

Medical Claims Consultant

Learning and Development

• Analyze, design, develop, implement and evaluate programs to improve agent’s performance
• Conduct instructor-led training as needed
• Create and deliver training for sales agents with emphasis on life insurance products
• Develop performance support tools and maintain course content
• Assist in the administration of the Learning Management System including uploading content and troubleshooting

Senior Claims Instructional Designer

Risk

• Support the organization’s ERM function by assisting in the identification, assessment, and monitoring of risks that could impact strategic objectives.
• Assist with risk data collection and analysis and developing risk reports.
• Participate in risk workshops, conducting research on emerging risks, and assisting in the improvement of risk management tools, frameworks, and methodologies.

Intern - Enterprise Risk Management

• Review and process incoming annuity applications, ensuring all required documentation is complete and accurate.
• Review policies/applications both inforce and new applications for suitability.
• Process policy modifications, such as beneficiary updates, contract transfers, and partial and full withdrawals for all forms of withdrawals, in a timely manner.
• Handle requests for annuity payments, including annuitization and scheduled disbursements.
• Ensure all processing activities adhere to regulatory requirements, internal policies, and industry best practices.
• Has a collaborative relationship with agents/field management, applicants, vendors, other business units, and managers with a focus on attainment of sales goals and objectives.
• Proactively monitors reporting and cases to assure that sales objectives are achieved.

Annuity Processing Consultant

• Prepare account reconciliations
• Create journal entries
• Assist with daily and monthly investment functions
• Assist with daily and monthly treasury functions
• Assist with creating a centralized depository for treasury and investment documents, enabling AI queries through internal Co-pilot
• Assist with setting up investment forecast for budget purposes.

Finance Intern

Communications

• The Director, Corporate Communications, leads centralized corporate communications for the company.
• The leader will guide the team to effectively create cohesive communication strategies providing clear, consistent and engaging communications across our business-to-business (B2B) and business-to-associate (B2A) audiences.
• The Director will lead the communications team in the creation of content including writing and design.
• Manage platforms and partners including the intranet, warehousing and vendors.
• Work closely with the CEO and Operating Committee to lead creation and ongoing management of board communications and all associate corporate communications, in addition to urgent communications in times of crisis.
• Develop strategic and operational insights on a consistent basis to leadership.
• Work cross functionally with Distribution, Product and Project Managers to lead and prioritize workflow.
• Leads the strategic direction for all communications by guiding the team on approach including messaging, cadence and platform strategy by audience.

Director, Corporate Communications

Artificial Intelligence

• Lead the development and implementation of advanced machine learning models for strategic use cases
• Define modeling standards, validation strategies, and performance benchmarks
• Collaborate with business and technical teams to align models with operational goals
• Mentor and guide modeling team members, sharing best practices and driving technical growth
• Ensure model transparency, fairness, and governance compliance

AI Modeling Lead

Marketing

• Collaboratively engaging with multiple areas of the organization to improve the back end processing of direct mail campaigns
• Contribute to weekly knowledge base meetings and other direct mail meetings
• Improve operational efficiencies through processes and automation
• Create direct mail dashboards
• Assist in analyzing direct mail data and identifying opportunities for improvement
• Assist in campaign tracking
• Compile and analyze marketing data to identify areas for improvement
• Research new partners, new marketing tactics, trends and/or opportunities for growth
• Research competitors’ marketing strategies to identify new opportunities or garner insights to improve campaign performance
• Identify opportunities for integrated marketing campaigns between direct mail and digital
• Proactively seek out new opportunities to increase sales, reduce costs, and improve internal processes.
• Develop automated, easy to understand reports and ad hoc analyses that effectively answer questions, identify patterns and highlight opportunities for improvement or action.
• Assist in validation of technical deliverables for completeness, accuracy and quality.
• Proactively work with all roles on the project team to provide support as needed to ensure overall quality and success of initiatives

Direct Marketing Internship

Machine Learning Engineer

• Design and implement intelligent systems using Generative AI, Retrieval-Augmented Generation (RAG), and Agentic AI to enhance operational efficiency and decision-making.
• Develop AI agents that assist internal teams (e.g., Claims, Underwriting, Member Services) with tasks like summarization, document processing, and knowledge retrieval.
• Partner with strategic vendors and platform providers to explore and integrate enterprise-grade GenAI capabilities into AAA Life’s ecosystem.
• Translate business problems into practical AI solutions, leveraging internal data and LLMs to create scalable tools.
• Implement and refine MLOps practices to support the deployment and monitoring of AI agents and services.
• Collaborate with stakeholders across operations, IT, and automation to align AI initiatives with business goals.
• Mentor junior engineers and advocate for best practices in responsible, sustainable AI implementation.

• Document the customer journey/create journey maps
• Assist in selecting email subject lines, CTAs, and other content blocks for email campaigns
• Review/proof test emails for accuracy, functionality, etc.
• Assist in campaign tracking set up for new campaigns
• Analyze web traffic, monitor KPIs and performance using Google Analytics and internal reports
• Compile and analyze marketing data to identify areas for improvement
• Research new partners, new marketing tactics, trends and/or opportunities for growth
• Research competitors’ marketing strategies to identify new opportunities or garner insights to improve campaign performance (possibly document digital marketing activity for top 3 competitors)
• Consider testing opportunities to improve campaign effectiveness
• Identify opportunities for integrated marketing campaigns between direct mail and digital
• Suggest new ideas to market to defined segments via digital or direct mail
• Participate in informing creative strategy and assist with asset development and approval process
• Gain insight into Direct Marketing’s creative strategy and digital marketing activities
• Understand the basics of campaign set up, performance monitoring and analysis, testing/optimization
• Participate in cross-departmental and agency meetings to see how we engage with other partners
• Learn about and participate in the creative development and compliance review process
• Learn about the competitive landscape, trends in digital marketing
• Understand the customer journey from click to conversion
• Overview and education on data onboarding process
• Hands-on training with pivot tables to view and analyze data
• Education on the sales funnel and the various types of campaign objectives – awareness, consideration, conversion
• Education on different types of life insurance that AAA Life offers

Direct Marketing Intern

• Develop and coach individual MLE’s.
• Architecting solutions to solve business problems.
• Partnering with Business Units to assess and implement vendor AI tools.
• Design and implement intelligent systems using Generative AI, Retrieval-Augmented Generation (RAG), and Agentic AI to enhance operational efficiency and decision-making.
• Develop AI agents that assist internal teams (e.g., Claims, Underwriting, Member Services) with tasks like summarization, document processing, and knowledge retrieval.