Client Experience & Sales Intern - Summer 2027

imafinancialgroup; Pasadena (CA); Hybrid; USD 25,000 - 30,000; Full time

Benefits offered by this job

Paid holidays

LifeBalance PTO

Job summary

IMA Financial Group, Inc. is offering a Client Experience & Sales Internship in Pasadena, CA. You will engage with senior leaders, work on client strategy, and support business development initiatives while gaining real-world experience across departments.

You should be pursuing a degree in business-related fields and have familiarity with Excel, PowerPoint, Word, and Outlook. The role blends in-office and work-from-home days and targets Spring 2026–Spring 2027 graduates.

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.

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 professionalise.

Skills

Excel

PowerPoint

Word

Outlook

Education

Undergraduate or graduate degree in Business, Finance, Marketing, Risk Management and Insurance, or related field

Job description

What You'll Do:

Interns at IMA are a big deal! We understand how significant your decision on where to spend an internship is and what a positive experience can do to catapult your career. The best experiences provide true immersion in a company's culture, access to and networking with senior leaders and industry experts, opportunities to apply what you learn through real work that drives real results, and a fun and engaging cohort to share the experience with!

With this in mind, we've crafted our program to allow you to engage directly in our values driven culture through company, department, and cohort events, all while being challenged with a blend of learning programs, informative networking sessions with IMA associates, and opportunities to engage in department specific work projects that have real world impact for our clients, our business, and our associates.

As an intern, your time will be divided between a core program shared with the entire cohort and specialized work, projects, and programming tailored to the department you join.

The Client Experience & Sales Intern will gain hands‑on experience in commercial insurance while supporting client strategy and business development initiatives. The intern will work alongside Client Experience professionals and producers to support client deliverables, prospecting, and new business opportunities.

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 professionalise.

You Should Have

• 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

IMA views its internship program as an important talent pipeline, with many former interns pursuing careers with the organization after graduation. This internship is ideal for students interested in exploring a future career in commercial insurance.

This role will be 4 days in office and 1 work from home day.

Benefits:

This internship is designed as a learning and development opportunity and does not include participation in the medical, dental, and vision insurance, and any other benefits program that are provided solely to regular full‑time associates. You will, however, enjoy IMA paid holidays and five days of LifeBalance PTO during your internship. The LifeBalance PTO is inclusive of vacation, sick time or personal time.

Compensation:

This position is classified as nonexempt and is paid on an hourly basis. The hourly pay range for IMA interns is 18.00 to 22.00 dollars and is determined by your expected graduating year. You will be paid for all hours worked and will be eligible for overtime in accordance with federal and state wage and hour laws.

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report.

Salary Range

$18 - $22 USD

Compensation & Benefits

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, you