W3 Intern - Summer 2027

imafinancialgroup; Saint Petersburg (FL); On-site; USD 25,000 - 30,000; Part time

Benefits offered by this job

LifeBalance PTO

Paid holidays

Job summary

IMA Financial Group, Inc. invites interns to engage in a values-driven culture with exposure to senior leaders, real client work, and a collaborative cohort. The 2027 summer internship is based in St.

Petersburg, offering a standard five-day in-office schedule and a blend of classroom learning, department projects, and professional development to deliver tangible impact for clients and the firm. Interns will split time between field shadowing with producers and project-based work across Sales,

Qualifications

• Pursuing undergraduate or graduate degree in a relevant field.
• Interest in insurance roles; involvement in insurance clubs or Gamma Iota Sigma.
• Graduating Spring 2027, December 2027, or Spring 2028.
• Previous work or internship in a professional services or similar environment.
• Entrepreneurial spirit with problem-solving, critical thinking, and creativity.

Responsibilities

• Shadow field producers, managers, and staff; split time between field work and project-based tasks (50/50).
• Clean and organize client information in databases.
• Develop and support cross-sell initiatives with outreach strategies.
• Assist marketing with mailing campaigns for personal lines and luxury homeowners.
• Engage in prospective client research and direct outreach to generate new business.
• Coordinate with carrier partners to audit claims contact info and generate quotes.
• Attend department and carrier meetings to learn day-to-day agency operations.
• Pursue self-paced learning and professional development in the insurance industry.

Skills

Entrepreneurial mindset

Problem-solving

Critical thinking

Creativity

Education

Undergraduate or Graduate Degree in Business, Finance, Accounting, Risk Management and Insurance

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 W3 team is excited to announce an incredible opportunity for an intern in our 2027 summer program! This role offers the chance to gain valuable experience at the St. Petersburg, under a normal five-day in-office schedule.

Daily responsibilities will include:

• Split time between field shadowing with producers, managers, and other employees (50%) and completing project-based work that supports sales, service, and risk management functions (50%).
• Assist across Personal, Commercial, and Benefits lines by conducting database cleanup and organizing accurate client information.
• Develop and support cross-sell initiatives by identifying target clients and creating outreach strategies.
• Contribute to marketing efforts such as mailing campaigns for personal lines clients and targeted lists for luxury homeowners.
• Engage in prospective client research and participate in direct outreach to help generate new business opportunities.
• Engage with carrier partners online or over the phone to assist with auditing claims contact info and generate quotes.
• Attend department and carrier meetings to learn more about the day-to-day functions of the agency and the relationships that support its operation.
• Dedicate time to self-paced learning and professional development tailored to your career interests, building practical knowledge of the insurance industry and the responsibilities and technical aspects of working in a professional agency environment.

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

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.

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, your family, and your life. Our plans are cost-effective, convenient and provide pr