Employee Benefits Intern - Summer 2027

IMA Financial Group; Town/Village of Harrison (NY); Hybrid; USD 25,000 - 30,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

Job summary

IMA Financial Group in Harrison, NY is seeking an intern for its 2027 Summer Internship Program. The role offers hands-on experience in employee benefits, with a flexible hybrid schedule (3–4 days in-office, 1–2 remote daily/weekly).

You will work across data management, client support, and enrollment activities to drive real-world impact for clients and the firm. Applicants should be pursuing an undergrad or graduate degree in Business/Finance/Accounting/Risk Management and Insurance, with an

Qualifications

• Currently pursuing an Undergraduate or Graduate Degree in one of the 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 2027, December 2027, or Spring 2028.
• 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

• Assist client managers and client executives on supporting employee benefit clients on improving outcomes.
• Assist with data management and compliance auditing by organizing, updating, and validating information across Salesforce, EPIC, and other internal systems.
• Support open enrollment season by helping prepare benefit guides, client-facing presentations, and other fourth-quarter deliverables to ensure the team is fully set up for success.
• Work closely with highly experienced, long-tenured team members—providing a unique mentorship environment and opportunities for hands-on learning.
• Contribute to the team’s tight-knit, energetic culture by participating in collaborative projects, team activities, and day-to-day workflow support.

Skills

Interest in insurance

Gamma Iota Sigma

Graduation 2027/2028

Professional services internship

Entrepreneurial mindset

Education

Business/Finance/Accounting/Risk Mgmt and Insurance degree

Job description

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 IMA New York Employee Benefits team is excited to offer an incredible opportunity for an intern to join our 2027 Summer Internship Program! Based in our Harrison office, this role provides hands‑on experience, valuable professional development, and the opportunity to gain exposure to the employee benefits industry. The position follows a flexible hybrid schedule, with 3–4 days in the office and 1–2 days working remotely each week.

Daily responsibilities will include:

• Assist client managers and client executives on supporting employee benefit clients on improving outcomes
• Assist with data management and compliance auditing by organizing, updating, and validating information across Salesforce, EPIC, and other internal systems.
• Support open enrollment season by helping prepare benefit guides, client-facing presentations, and other fourth-quarter deliverables to ensure the team is fully set up for success.
• Work closely with highly experienced, long‑tenured team members—providing a unique mentorship environment and opportunities for hands‑on learning.
• Contribute to the team’s tight‑knit, energetic culture by participating in collaborative projects, team activities, and day‑to‑day workflow support.

We’re proud of the success many of our former interns have had when they’ve pursued careers as IMA associates’ post‑graduation and see our internship program as a key talent pipeline. Because of this, preference is given to students closer to graduation, who demonstrate a curiosity about future employment within our industry.

You Should Have:

• 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 2027, December 2027, or Spring 2028
• 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

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.

Salary Range

$18—$22 USD

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, your family, and your life. Our plans are cost‑effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
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, Well‑Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.

*These benefits do not apply to internship roles.

Why Join IMA?

We’ve built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

• Business Insurance Magazine – Best Places to Work in Insurance
• US Insurance Awards – Community Outreach Project of the Year
• U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist
• Inc. Magazine Best Workplaces
• Inc. 5000 – List of Fastest Growing Companies
• Alaska Journal of Commerce – Best Workplaces in Alaska
• Charlotte Business Journal – Best Places to Work
• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• Connecticut Top Workplaces
• Dallas Business Journal – Best Places to Work
• Denver Business Journal – Best Places to Work
• Denver Business Journal – Fast 50
• Kansas City Business Journal – Best Places to Work
• Los Angeles Business Journal – Best Places to Work
• Puget Sound Business Journal – Washington’s Best Workplaces
• Tampa Bay Times – Best Workplaces
• The Salt Lake City Tribune Top Workplaces
• Utah Business – Best Places to Work
• Wichita Business Journal – Best Places to Work

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.

Company Culture

Change makers. Employee owners.

We’re hiring do‑ers, go‑getters, and the owners of tomorrow at IMA as we build the brokerage of the future.

See what it feels like to be supported by IMA on your career journey.