IMA Financial Group, Inc. ยท 22 hours ago
W3 Intern - Summer 2026
IMA Financial Group is seeking interns for their Summer 2026 program, offering a unique opportunity to gain experience in a values-driven culture. Interns will engage in both shadowing and project-based work that supports various functions within the company, contributing to real-world impact for clients and the agency.
Financial ServicesInsuranceRisk ManagementWealth Management
Responsibilities
Split time between field shadowing with producers, managers, and other employees (50%) and completing project-based work that supports sales, service, and risk management functions (50%)
Assist across Personal, Commercial, and Benefits lines by conducting database cleanup and organizing accurate client information
Develop and support cross-sell initiatives by identifying target clients and creating outreach strategies
Contribute to marketing efforts such as postcard campaigns for personal lines clients and targeted lists for luxury homeowners
Engage in prospective and direct outreach to help generate new business opportunities and strengthen client relationships
Attend department and carrier meetings to learn more about the day-to-day functions of the agency and the relationships that support its operation
Qualification
Required
Currently pursuing an Undergraduate or Graduate Degree in a program related to one of our host departments (Business, Finance, Accounting, Risk Management and Insurance)
Interest in insurance-related roles; involvement in insurance clubs or Gamma Iota Sigma
Students anticipated to graduate in Spring 2026, December 2026, or Spring 2027
Previous work or internship experience in a professional services or similar environment
An entrepreneurial spirit with the ability to problem-solve, think critically, and provide creative solutions
Benefits
Paid Holidays
LifeBalance PTO
Annual Performance Bonus
Stock Purchase
Medical Plans
Prescription Drugs
Dental
Vision
Family Assistance Program
FSA
HSA
Pre-Tax Parking Plan
401(k)
Life/AD&D
Accident
Critical Illness
Hospital Indemnity
Long Term Care
Short-term Disability
Long-term Disability
Business Travel Accident
Identity Theft
Paid Time Off
Flexible Work Options
Sabbatical
Gift Matching
Health Club Reimbursement
Personal and Professional Development
Company
IMA Financial Group, Inc.
With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain CapitalStephens Group
2020-11-01Private Equity
2020-01-01Series Unknown
Recent News
vermontbiz.com
2026-01-06
IMA Financial Group, Inc.
2025-11-04
Company data provided by crunchbase