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IMA Financial Group, Inc. · 2 weeks ago

Client Experience Intern - Summer 2026

Pasadena, CA

Internship

Hybrid

Intern

$18/hr - $22/hr

Start in 2026 Summer

IMA Financial Group, Inc. is offering a summer internship opportunity for 2026 in their Client Experience team. The role involves supporting data analytics, creating client materials, and gaining exposure to insurance functions while engaging in a values-driven culture.

Financial ServicesInsuranceRisk ManagementWealth Management

Growth Opportunities

Responsibilities

Support data analytics by maintaining Excel spreadsheets, performing calculations, and interpreting trends to inform client deliverables and internal reporting

Create high-quality client materials—including summaries, presentations, and analysis packets—using strong professional communication and attention to detail

Exercise independent critical thinking to complete tasks with minimal instruction, determining appropriate next steps and ensuring efficient workflow

Gain exposure to core insurance functions by observing claims processes, participating in client and carrier meetings, and joining onsite visits with risk control advisors

Represent the team at industry events and carrier meetings, building foundational knowledge of risk control, market dynamics, and client service best practices

Qualification

Data analyticsExcelProfessional communicationCritical thinkingCuriosityProblem-solvingAttention to detailTeam collaboration

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)

Preferred

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

IMA paid holidays

Five days of LifeBalance PTO during your internship

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.

Founded in 1974