Insurance Analyst Intern - Valmark Financial Group

Join Our Team!

At Valmark, people are the most critical component of our long-term success and fittingly the number one reason why our employees say they love working here. Employees encourage each other to succeed and have a true desire to help our advisors and clients, defining the Golden Rule that is the very essence of our culture. We also invest in our people and challenge them to reach new goals with professional development opportunities, while allowing the flexibility of a work-life balance. Our entrepreneurial spirit fosters new ideas and ways of thinking that makes working here interesting and exciting while our management team is collaborative and transparent with a clear vision for long-term success. These things combined have made Valmark a place to find a rewarding and fulfilling career and earned us the distinction of 2022, 2021, and 2020’s Top Workplaces in Northeast Ohio!

Job Summary:

The Insurance Analyst Intern will support the PMC team out of Valmark’s St. Paul, MN office and the company’s clients in three specific areas including data management, communication with product companies, and operations management.

This paid opportunity offers free parking in a heated garage with the experience of working in the Twin Cities and the flexibility that allows you to work around your school schedule. It will also support a wide variety of networking opportunities; insurance, technology, marketing, underwriting, and investments; and the ability to build experience in a growing business unit while discovering your own passions in the financial services industry.

Essential Functions and Responsibilities:

Data Management:

• Gather necessary information from various sources including product companies, Valmark’s clients, internal sources, and technology data feeds
• Set-up the insurance policy in the policy management system, input specific data points, archive documents, and manage policy information
• Ensure the completeness and accuracy of new and existing data in the systems

Communication with Insurance Companies:

• Obtain supporting information to aid in the review and analysis of active life insurance policies
• Request current and updated policy information from insurance companies, including policy status, quotes, forms, and transaction history
• Facilitate the completion of service requests from Valmark’s clients

Operations Management:

• Streamline business operations, tasks, activities, workflows, and processes
• Leverage various technology tools to manage data and policy information
• Identify opportunities to enhance customer experience and policy management services

Related Qualities:

Our ideal candidate has the following qualities:

• Interest in working in the financial services industry
• Strong problem-solving and critical thinking skills
• Aptitude to learn technology and apply technology to solve business problems
• Proficiency with Excel and Windows-based software

Requirements:

Must be currently enrolled in college seeking a degree.