Jobs at IMA Financial Group

Manages complex commercial insurance accounts, including daily servicing, renewals, remarketing, quoting, negotiations, binding, and client advisement. Builds client and carrier relationships, leads meetings, supports cross-selling, resolves coverage issues, and mentors client advisors. Provides technical insurance guidance, leads training, manages receivables follow-up, and maintains accurate account records. Requires a Property and Casualty license and at least seven years of related experience.

Manage personal lines insurance accounts while building client relationships and delivering exceptional service. The role requires maintaining accurate records, handling data entry, communicating effectively, and collaborating with team members. Candidates must hold an active Property and Casualty license, demonstrate strong organization and attention to detail, and have prior insurance industry exposure. Experience with AMS 360 or a similar agency management system is preferred. The position offers remote flexibility for candidates within reasonable travel distance of Vermont or New Hampshire locations.

Manages strategic medium-to-large employee benefits clients through consultative benefits strategy, lifecycle management, contract negotiation, issue resolution, and program optimization. Partners with Producers on business development, maintains carrier relationships, develops budgets and ROI models, and mentors client management teams. Requires expertise in self-funded plans, compliance, funding strategies, regulatory changes, and benefits technology applications.

Supports talent acquisition reporting in Greenhouse, new-hire onboarding, learning-management scheduling, talent-management survey analysis, and HRIS onboarding administration. Collaborates across compensation, benefits, HR business partnering, and learning and development functions while participating in cohort events and professional development. The internship is hybrid in Denver or Wichita, with four office days and one work-from-home day weekly.

Supports the Enterprise Benefits Solutions team through benchmarking reports, data analysis, RFP and sourcing initiatives, communication updates, and client-ready presentations. Participates in client meetings, gathers insights, supports project deliverables, and contributes to department and cohort programming. The intern is expected to demonstrate professionalism, attention to detail, critical thinking, problem-solving, and clear communication while gaining experience in insurance-related consulting.

Supports Account Managers and Executives on complex insurance accounts by preparing coverage and premium comparisons, processing endorsements and audits, analyzing losses, managing certificates and billing allocations, maintaining EPIC records, and handling client requests. The role requires insurance knowledge, strong organization, financial acumen, problem-solving, communication, and the ability to manage multiple priorities and special projects. Travel is limited to less than 10%.

Supports Commercial Lines insurance operations through EPIC data cleanup, coverage exposure, account analysis, market research, business development projects, and client and carrier meetings. Rotates among specialty groups including real estate and construction while building relationships across brokerage, account management, claims, risk control, and specialty teams. The internship combines department-specific work with cohort learning, networking, and professional development in a five-day in-office Bellevue setting.

Summer 2027 intern supporting the Diversified team through collaborative projects, Excel-based organization and tracking, meeting preparation, and data-driven tasks. The role emphasizes initiative, curiosity, problem-solving, professional communication, and learning within an insurance-related business environment. Candidates should be pursuing a relevant undergraduate or graduate degree, preferably nearing graduation, and demonstrate interest in insurance and potential future employment with the company.

Employee Benefits Interns gain practical experience analyzing medical, dental, vision, pharmacy, and other benefit programs. Responsibilities include reviewing rates, claims, enrollment, contributions, plan costs, funding arrangements, and renewal information using Excel and other tools. Interns support financial analysis, client renewal strategies, and collaboration with client executives, analysts, carriers, and service teams while developing communication, presentation, problem-solving, and project-management skills.

Supports strategic and operational projects through research, data and financial analysis, presentations, project coordination, and process improvement. Assists with M&A due diligence and partner integration activities, including organizing information, tracking deliverables, and preparing status updates. The intern collaborates across functions, communicates findings, and develops practical experience in corporate finance, strategy, business analytics, and operations during a 10-week summer program.

Participate in client site visits, risk assessments, and property, workplace safety, fleet, transportation, fire protection, and loss prevention initiatives. Support emerging risk technology solutions, explore telematics, data analytics, and AI, analyze loss trends, identify risk improvements, and assist with client reports, presentations, and recommendations. Gain exposure to how risk control supports insurance, underwriting, claims, and business strategy.

Supports sales operations and market initiatives through pipeline reporting, producer activity tracking, sales meeting preparation, Associate Producer program coordination, prospect and industry research, CRM data maintenance, and workflow improvement projects. The intern will collaborate with sales leadership, producers, and cross-functional teams while gaining exposure to insurance business development and networking opportunities.

Summer internship supporting IMA’s specialty insurance practices through client journey mapping, process documentation, content organization, data analysis, AI and innovation projects, strategic research, and best-practice development. The intern will collaborate across teams, interact with leaders and subject matter experts, and help identify improvements to operations, client service, knowledge sharing, and specialty practice growth.

Supports Employee Benefits professionals with client service projects, benefits strategy, renewals, carrier relationships, data and analytics, and business development. The intern gains exposure to employer-sponsored benefits, shadows account managers and consultants, participates in client and cross-functional meetings, and develops business, communication, analytical, and industry knowledge. The role is based in Atlanta with a hybrid schedule of three on-site days and two remote days per week.

Supports the Private Equity and M&A practice during employee benefits due diligence for mergers and acquisitions. Reviews benefits documentation and data, analyzes plan costs and contributions, conducts compliance and market research, prepares client-facing reports, and assists project managers throughout the deal process. The intern also contributes to internal process improvements, tools, templates, and team resources while gaining exposure to cross-functional collaboration and insurance consulting.

Supports commercial insurance client strategy and business development through data analysis, Excel tool maintenance, client and prospect presentations, prospect research, lead generation, Salesforce updates, and participation in strategy meetings. The intern gains exposure to claims, risk control, carrier relationships, and insurance market dynamics while collaborating across teams in a hybrid environment.

Supports the Employee Benefits team with Excel-based data analysis, benchmarking, client tracking, reporting, presentations, and operational projects. The intern prepares client materials, interprets trends, observes insurance and claims processes, participates in client and carrier meetings, and develops knowledge of risk control, market dynamics, and client service. The role emphasizes critical thinking, independent problem-solving, professional communication, and exposure to employee benefits consulting.

Supports commercial insurance operations through data entry, document preparation, file organization, policy servicing, renewal processing, carrier notification management, loss-run and experience-modification orders, premium and loss summaries, certificate distribution, client inquiries, and basic project work. The internship combines department-specific responsibilities with cohort learning, networking, and professional development activities.

Supports employee benefits client managers and executives through client service, data management, compliance auditing, and open enrollment preparation. Responsibilities include validating information in Salesforce, EPIC, and internal systems; preparing benefit guides and presentations; assisting with client deliverables; and participating in collaborative projects and team activities. The internship offers mentorship, professional development, and exposure to insurance-related work in a hybrid office environment.

Supports insurance sales and client servicing through quoting, proposal preparation, coverage summaries, loss reviews, benchmarking analyses, data analytics, client renewals, sales calls, business development events, and client engagement activities. The internship also includes licensing preparation, networking, professional development, and exposure to insurance processes and relationship management.