IMA Financial Group, Inc. ยท 1 month ago
Employee Benefits Intern, Summer 2026
IMA Financial Group is seeking an Employee Benefits Intern for their Summer 2026 program in Dallas. This role offers a blend of core program experiences and specialized departmental projects, allowing interns to gain valuable insights and hands-on experience in the employee benefits sector.
Financial ServicesInsuranceRisk ManagementWealth Management
Responsibilities
Assist with project-based work such as preparing Q4 deliverables, organizing open enrollment materials, creating client presentations, and supporting internal planning documents
Support documentation and process improvements by helping refine templates, trackers, and standard operating procedures to enhance team efficiency
Contribute to post-renewal recaps and planning summaries that inform future client strategies and service enhancements
Provide day-to-day operational support through data entry, report formatting, benefit guide updates, and helping with follow-up communications as needed
Attend client meetings for observation and assist with meeting notes, follow-ups, and administrative tasks that improve workflow and readiness of client deliverables
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)
An entrepreneurial spirit with the ability to problem-solve, think critically, and provide creative solutions
Preferred
Students anticipated to graduate in Spring 2026, December 2026, or Spring 2027
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
Benefits
IMA paid holidays
Five days of LifeBalance PTO during your internship
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
Paid Holidays
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
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