Client Experience & Sales Intern - Summer 2027

IMA Financial Group•Pasadena, TX
•Hybrid

About The Position

The Client Experience & Sales Intern will gain hands-on experience in commercial insurance while supporting client strategy and business development initiatives. The intern will work alongside Client Experience professionals and producers to support client deliverables, prospecting, and new business opportunities. The internship combines a core program shared with the intern cohort—including company, department, and cohort events, learning programs, and networking sessions—with department-specific work, projects, and programming. The role is four days in the office and one work-from-home day. It is a learning and development opportunity and does not include the benefits provided solely to regular full-time associates. Interns receive IMA-paid holidays and five days of LifeBalance PTO, inclusive of vacation, sick time, or personal time. The position is nonexempt and paid hourly at $18–$22, based on expected graduation year; hours worked are paid, and overtime eligibility follows applicable federal and state wage and hour laws.

Requirements

  • Pursuing an undergraduate or graduate degree in Business, Finance, Marketing, Risk Management and Insurance, or a related field.
  • Interest in insurance, client strategy, or sales and business development.
  • Working knowledge of Excel, PowerPoint, Word, and Outlook.
  • A proactive, curious, and self-directed approach to learning.
  • Anticipated graduation in Spring 2026, December 2026, or Spring 2027.
  • An entrepreneurial spirit and ability to problem-solve, think critically, and provide creative solutions.

Nice To Haves

  • Interest in insurance-related roles; involvement in insurance clubs or Gamma Iota Sigma.
  • Previous work or internship experience in a professional services or similar environment.

Responsibilities

  • Analyze data and maintain Excel tools supporting 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.

Benefits

  • IMA-paid holidays.
  • Five days of LifeBalance PTO, inclusive of vacation, sick time, or personal time.
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