Client Experience & Sales Intern - Summer 2027

IMA Financial Group•Pasadena, CA
•$18 - $22•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 cohort-wide program with department-specific work, projects, and programming. Interns participate in company, department, and cohort events, learning programs, networking sessions with IMA associates, and work projects intended to have real-world impact for clients, the business, and associates. The role is four days in the office and one work-from-home day. It is a nonexempt, hourly position paid between $18 and $22 per hour, based in part on expected graduation year. Interns are paid for all hours worked and may be eligible for overtime under applicable wage and hour laws. The internship provides IMA-paid holidays and five days of LifeBalance PTO, inclusive of vacation, sick, and personal time. Internship roles do not participate in benefits programs provided solely to regular full-time associates.

Requirements

  • Pursuing an undergraduate or graduate degree in Business, Finance, Marketing, Risk Management and Insurance, or a related field.
  • Interest in insurance, client strategy, sales, or business development.
  • Working knowledge of Excel, PowerPoint, Word, and Outlook.
  • A proactive, curious, and self-directed approach to learning.
  • Interest in insurance-related roles.
  • 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

  • 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 during the internship, inclusive of vacation, sick time, or personal time.
  • Hourly compensation of $18–$22.
  • Eligible for overtime pay in accordance with applicable federal and state wage and hour laws.
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