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 2026, 2025, 2024, 2023, 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.
Must be located in Minnesota with the ability to commute to St. Paul.
Skills Required
- Currently enrolled in college and pursuing a degree
- Located in Minnesota with ability to commute to St. Paul
- Proficiency with Excel and Windows-based software
- Interest in working in the financial services industry
- Strong problem-solving and critical-thinking skills
- Aptitude to learn technology and apply it to business problems
What We Do
Valmark Financial Group is a privately held financial-services organization serving independent financial professionals and member firms across the U.S. Its businesses combine full-service broker-dealer, registered investment-advisory, and insurance capabilities. It supports advisors with life, disability, and long-term-care insurance; securities and investment products; fee-based financial planning and portfolio-management solutions; policy management; and retirement-plan services, helping member firms deliver comprehensive financial and wealth-transfer services to their clients.
