Valmark Financial Group · 1 day ago
Insurance Analyst Intern
St Paul, MN
Internship
Onsite
InternValmark Financial Group is dedicated to fostering a collaborative and supportive work environment for its employees. The Insurance Analyst Intern will support the PMC team by managing data, communicating with product companies, and streamlining operations management while gaining valuable experience in the financial services industry.
FinanceFinancial Services
Responsibilities
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
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
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
Qualification
Required
Must be currently enrolled in college seeking a degree
Must be located in Minnesota with the ability to commute to St. Paul
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
Benefits
Free parking in a heated garage
Company
Valmark Financial Group
ValMark Financial Group is a broker-dealer for life insurance and securities with operations in Ohio and Minnesota.
Founded in 1963
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Larry J. Rybka, JD, CFP®
Chairman and CEO
Elizabeth Kozenko
Chief Financial Officer
Recent News
Morningstar.com
2025-09-19
2025-07-31
Company data provided by crunchbase