Client Experience & Sales Intern — Insurance Strategy

IMA Financial Group, Inc.; Pasadena (CA); Hybrid; USD 25,000 - 30,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental, Vision

401(k)

Life/AD&D

Paid Time Off

Paid Holidays

Sabbatical

Gift Matching

Well‑Being Stipend

Personal and Professional Development

Job summary

IMA Financial Group, Inc. is seeking a Client Experience & Sales Intern to gain hands‑on experience in commercial insurance while supporting client strategy and business development initiatives.

You will work with experienced professionals to deliver client deliverables, conduct prospect research, and contribute to new business opportunities. The role combines a core internship program with department‑specific projects, offering exposure to client meetings, Salesforce data management, and

Qualifications

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

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.

Skills

Interest in insurance

Entrepreneurial mindset

Self-directed learner

Prospecting & business development

Education

Business/Finance/Marketing-related degree

Tools

Excel

PowerPoint

Word

Outlook

Job description

IMA Financial Group, Inc. is seeking a Client Experience & Sales Intern to gain hands‑on experience in commercial insurance while supporting client strategy and business development initiatives.

You will work with experienced professionals to deliver client deliverables, conduct prospect research, and contribute to new business opportunities. The role combines a core internship program with department‑specific projects, offering exposure to client meetings, Salesforce data management, and