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IMA Financial Group

Insurance, risk management, and wealth advisory

Intern

Sales & Account ManagementConfirmed live in the last 24 hours
Internship · Summer 2027St. Petersburg, FL, USA$18 - $22 /hr

About the Job

Requirements

  • Currently pursuing an undergraduate or graduate degree in a program related to one of the host departments: Business, Finance, Accounting, Risk Management, or Insurance.
  • Have an interest in insurance-related roles; involvement in insurance clubs or Gamma Iota Sigma is noted.
  • Previous work or internship experience in a professional services or similar environment.
  • Demonstrate problem-solving, critical thinking, and creative solution skills.

Responsibilities

  • 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 information and generating quotes.
  • Attend department and carrier meetings to learn about agency functions and the relationships that support its operation.
  • Dedicate time to self-paced learning and professional development tailored to career interests, building practical knowledge of the insurance industry and the responsibilities and technical aspects of working in a professional agency environment.

Desired Qualifications

  • Students anticipated to graduate in Spring 2027, December 2027, or Spring 2028 are preferred, with preference given to students closer to graduation who demonstrate curiosity about future employment in the industry.

About the Company

IMA Financial Group

Insurance, risk management, and wealth advisory

IMA Financial Group is a diversified financial services company that provides insurance, risk management, and wealth management services to individuals and large corporations in the U.S. It helps clients protect assets, manage risk, and grow wealth through customized solutions backed by data-driven insights. Its offerings include tailored insurance products, risk-Management strategies, and comprehensive wealth management, with revenue coming from insurance premiums, advisory fees, and wealth management fees. A key differentiator is Towerstone, its subsidiary focused on specialty insurance brokerage for niche markets such as energy, allowing IMA to serve complex risk needs beyond traditional insurance. The company aims to deliver practical, customized financial protection and guidance that reduces risk and supports long-term financial security and growth for its clients.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$1.6B
Headquarters
Denver, CO
Founded
1974

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