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Valmark Financial Group
Company Website:
Careers Website:
Industries:
Business| Communications| Health Administration & Assisting
Positions Typically Hiring For:
Applied Mathematics| Business Administration & Management, General| Business/Managerial Economics| Communications, General| Data Management Technology| Economics| Finance, General| Financial Planning & Services| Information Science| Marketing Management & Research| Mathematics, General| Public Affairs & Public Policy Analysis| Statistics
Positions Posted (Contact information can be found at the bottom of the page)
Position 1:
Insurance Business Analyst Intern
Listing Application Link:
Location:
Minnesota
Type:
Internship
Accepted Majors:
Business| Communications
Job Categories:
Applied Mathematics| Business Administration & Management, General| Business/Managerial Economics| Economics| Finance, General| Financial Planning & Services| Marketing Management & Research| Mathematics, General| Public Affairs & Public Policy Analysis| Statistics
Position Description:
The Policy Management Team is currently seeking an intern to work directly with the Policy Management team while also collaborating with internal partners on the Insurance Marketing, Insurance New Business, and Technology teams.
JOB SUMMARY:
The Insurance Business Analyst Intern will support the Policy Management team out of Valmark’s Akron, OH or St. Paul, MN office and the company’s clients in three specific areas including data management, communication with product companies, and operations management. The intern will work directly with the Policy Management team and will collaborate with internal partners on the Insurance Marketing, Insurance New Business, and Technology teams. This internship offers an environment that supports networking opportunities; training in insurance, technology, marketing, underwriting, and investments; and the ability to build experience in a growing business unit.
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 aide 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 the 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 college degree.
Position 2:
Insurance Operations Intern
Listing Application Link:
Location:
Minnesota
Type:
Internship
Accepted Majors:
Business| Communications
Job Categories:
Business Administration & Management, General| Finance, General| Mathematics, General| Statistics
Position Description:
The Insurance Operations Intern will support the Life Insurance New Business, Underwriting and Policy Management teams out of Valmark’s St. Paul, MN office.
JOB SUMMARY:
The Insurance Operations Intern will support the Life Insurance New Business, Underwriting and Policy Management teams out of Valmark’s St. Paul, MN office. The intern will provide administrative support to the New Business team by way of setting up new life insurance applications, and will be responsible for data management, communication with insurance companies, and other operational tasks. The intern will own various internal projects which will lead to increased exposure and knowledge across all Valmark’s business lines and within the entire financial services industry. Above all, the position will help assist all Valmark staff to deliver world class customer service by acting as an advocate on behalf of Valmark’s Member Offices and their clients.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:
Life New Business and Underwriting:
Accurately enter all new business into Valmark's proprietary systems so the New Business Team can begin their process
Complete initial licensing check on life insurance applications to ensure agent is authorized to sell that business, and act as liaison to initiate conversation between Licensing Team and New Business team when an agent doesn’t hold the proper licenses
Assist the Operations Manager in completing projects that provide value to New Business Team and Valmark as a whole
Policy Management:
Gather necessary information from various sources including product companies, Valmark's clients, internal sources, and technology data feeds
Set-up the policy in the policy management system, input specific data points, archive documents, and manage policy information using various technology tools
Ensure the completeness and accuracy of new and existing data in the systems
Obtain supporting information to aide in the review and analysis of in-force policies
Facilitate the completion of service requests from member firms and clients
RELATED QUALITIES:
Our ideal candidate has the following qualities:
Curious and eager to learn
Open to constructive feedback
Problem solving skills
Creative thinking
Detail-oriented
Optimistic and positive attitude
Strong communication skills
Relationship building skill
REQUIREMENTS:
Must be currently enrolled in college seeking a degree.
Position 3:
Listing Application Link:
Location:
Type:
Accepted Majors:
Job Categories:
Business Administration & Management, General| Finance, General| Mathematics, General| Statistics
Position Description:
Position 4:
Listing Application Link:
Location:
Type:
Accepted Majors:
Job Categories:
Position Description:
Position 5:
Listing Application Link:
Location:
Type:
Accepted Majors:
Job Categories:
Position Description:
Contact Information
Cass
Lacey
Internship Coordinator
330.576.1234
130 Springside Dr
Akron
Ohio
44333