About the role#
This internship provides hands-on experience in commercial insurance. You will work alongside Client Experience professionals and producers to support client strategy and business development initiatives. This role is a full-time, paid position for Summer 2027. You will spend four days per week in the office and one day working from home.
What you'll do#
- Analyze data and maintain Excel tools that support client and sales initiatives.
- Create client and prospect presentations, summaries, proposals, and meeting materials.
- Assist with prospect research, lead generation, and new business activities.
- Participate in client, prospect, carrier, and internal strategy meetings.
- Maintain prospect and activity information in Salesforce.
- Gain exposure to claims, risk control, carrier relationships, and insurance market dynamics.
- Collaborate across teams while demonstrating initiative, critical thinking, and professionalism.
What you'll need#
- Pursuing an undergraduate or graduate degree in Business, Finance, Marketing, Risk Management and Insurance, or a related field.
- Anticipated graduation in Spring 2026, December 2026, or Spring 2027.
- Working knowledge of Excel, PowerPoint, Word, and Outlook.
- Previous work or internship experience in a professional services or similar environment.
- A proactive, curious, and self-directed approach to learning.
- An entrepreneurial spirit with the ability to problem-solve, think critically, and provide creative solutions.
- Interest in insurance-related roles, client strategy, or sales and business development.
- Involvement in insurance clubs or Gamma Iota Sigma is a plus.
Location & details#
- Location: Pasadena, California.
- Term: Summer 2027.
- Pay: $18.00 to $22.00 per hour, depending on your expected graduation year.
- Time off: You will receive paid holidays and five days of LifeBalance PTO.
About IMA Financial Group, Inc.
IMA Financial Group provides commercial insurance, risk management, surety, and employee benefits consulting. The firm serves clients across the United States and Canada. It employs between 1,001 and 5,000 people. Operations include risk assessments, claims management, and insurance placement for diverse business needs.
How to get in at IMA Financial Group, Inc.
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