Commercial Lines Intern - Summer 2027

IMA Financial Group•Harrison, NY
•Hybrid

About The Position

IMA is offering a Commercial Lines internship as part of its 2027 summer program. The intern will participate in a core program shared with the intern cohort, including company, department, and cohort events, learning programs, and networking sessions with IMA associates. The role also includes department-specific work, projects, and programming that contribute to real-world outcomes for clients, the business, and associates. The intern will support the Commercial Lines team at the Harrison office, working four days in the office and Fridays virtually. The position provides exposure to agency operations and commercial policy servicing, including administrative work, policy and renewal support, carrier website notifications, and routine client inquiries. IMA views its internship program as a talent pipeline and gives preference to students nearing graduation who are curious about future employment in the insurance industry.

Requirements

  • Currently pursuing an undergraduate or graduate degree in a program related to a host department, such as Business, Finance, Accounting, or Risk Management and Insurance.
  • Interest in insurance-related roles; involvement in insurance clubs or Gamma Iota Sigma is noted.
  • Anticipated graduation in Spring 2027, December 2027, or Spring 2028.
  • Previous work or internship experience in a professional services or similar environment.
  • Entrepreneurial spirit and ability to problem-solve, think critically, and provide creative solutions.

Nice To Haves

  • Involvement in insurance clubs or Gamma Iota Sigma.
  • Curiosity about future employment within the insurance industry; preference is given to students closer to graduation.

Responsibilities

  • Support daily administrative operations through data entry, document preparation, scanning, and organizing files in the agency management system.
  • Assist senior team members with policy servicing, including checking and processing policies, endorsements, and audits, and preparing renewal documentation.
  • Pull and organize notifications and materials from carrier websites, including conditionals, loss runs, endorsements, policies, and other required documents.
  • Support policy servicing and renewals by ordering loss runs and experience mods, completing premium and loss summaries, and managing certificate masters and distribution.
  • Respond promptly to routine client inquiries.
  • Assist with basic project tasks by following detailed instructions and supporting workflow efficiency.
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