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IMA Financial Group

Insurance, risk management, and wealth advisory

Employee Benefits Intern

InsuranceConfirmed live in the last 24 hours
Internship · Summer 2027Harrison, NY, USA

About the Job

Requirements

  • Currently pursuing an undergraduate or graduate degree in a program related to Business, Finance, Accounting, or Risk Management and Insurance.
  • Have an interest in insurance-related roles; involvement in insurance clubs or Gamma Iota Sigma is noted.
  • Be anticipated to graduate in Spring 2027, December 2027, or Spring 2028.
  • Have previous work or internship experience in a professional services or similar environment.
  • Demonstrate problem-solving, critical thinking, and the ability to provide creative solutions.

Responsibilities

  • Assist client managers and client executives in supporting employee benefit clients to improve outcomes.
  • Assist with data management and compliance auditing by organizing, updating, and validating information across Salesforce, EPIC, and other internal systems.
  • Support open enrollment by helping prepare benefit guides, client-facing presentations, and other fourth-quarter deliverables.
  • Work with experienced team members in a mentorship environment and participate in hands-on learning.
  • Participate in collaborative projects, team activities, and day-to-day workflow support.

Desired Qualifications

  • Interest in insurance-related roles; involvement in insurance clubs or Gamma Iota Sigma.

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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