Jobs at IMA Financial Group

Finance interns support financial reporting, performance analysis, budgeting, forecasting, scenario analysis, and financial modeling. They maintain Excel models, investigate trends and variances, prepare executive-ready summaries and dashboards, validate data, consolidate forecasts, and assist with KPI development, workforce planning, process improvement, and investment analysis. Interns collaborate with Finance Business Partners and Corporate FP&A while gaining exposure to business performance and decision support.

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.

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.

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.

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 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.

Leads nationwide IT technical operations, including field technician and helpdesk teams, ITSM process design, workstation and peripheral support standards, service desk systems, onboarding and offboarding, office technology, hardware refreshes, cloud and on-premises operations, continuous improvement, and cost management.

Supports Account Managers and Account Executives with insurance renewals, coverage comparisons, submissions, loss analysis, policy and endorsement processing, billing, certificates of insurance, account data maintenance, and client-specific reporting. The role develops insurance and client specialty knowledge while managing multiple tasks under oversight and preparing to assume ownership of a book of business.

Coordinates insurance claim inquiries, reporting, updates, faxes, and information distribution. Supports claim advocates and service teams, communicates with internal and external clients, manages claim-related workloads, prepares reports and loss runs, and resolves client issues. Requires strong communication, attention to detail, insurance knowledge, and proficiency with Applied Epic, carrier systems, and Microsoft Office.

Prospects, qualifies, and closes commercial and private-client insurance accounts while meeting sales goals. Builds industry networks, identifies client needs, develops tailored solutions, coordinates cross-selling opportunities, and maintains accurate Salesforce records. Partners with account servicing teams to support client retention and relationships. Requires insurance licensing, strong communication and organization, sales achievement, basic Microsoft Office skills, and travel to job sites as needed.

Supports executive risk claims intake, submissions, documentation, tracking, follow-up, and communications among clients, insurers, and placement teams. The role cultivates insurer relationships, coordinates time-sensitive claims matters, and assists with claims advocacy. Candidates need a bachelor's degree, strong communication and organizational skills, attention to detail, client-service orientation, adaptability, and proficiency with Microsoft Office. Prior insurance claims handling, coverage analysis, policy interpretation, and carrier negotiation experience are preferred.

Develops and executes marketing strategies for insurance client verticals, including content planning, lead generation, sales enablement, campaign execution, and funnel optimization. Acts as the voice of the client, creates quarterly and annual marketing plans, coordinates creative materials, measures pipeline effectiveness, and provides data-driven recommendations. Requires progressive insurance marketing experience, analytics expertise, and some overnight travel.

Leads national employee benefits financial strategy operations, managing regional teams and complex client analyses. Oversees underwriting, benchmarking, financial reporting, renewals, marketing support, carrier negotiations, peer review, service standards, and analytic solution development. Mentors professionals, drives process improvements, presents strategic recommendations, and partners with leadership, clients, carriers, and vendors. Requires strong quantitative, communication, presentation, and leadership skills, plus a Life and Health license.

Provides administrative and technical support for commercial insurance accounts. Responsibilities include preparing renewal materials, processing endorsements, audits, invoices, certificates, and policy documentation; maintaining accurate account data in EPIC; communicating with clients on routine service needs; supporting accounts receivable reporting; and routing claims and risk-control documentation. Requires strong organization, communication, attention to detail, basic commercial insurance knowledge, and a state-specific property and casualty license.

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 insurance claims strategy, client relationships, claim resolutions, coverage expertise, presentations, carrier and TPA relationships, and claim-related projects. Supports onboarding and staff development, communicates with internal and external stakeholders, participates in insurance seminars, and uses claims and insurance technology platforms. The role requires extensive claims experience, strong negotiation and communication skills, and moderate travel.

Manages energy-sector insurance claims from strategy through resolution, advocating for clients and communicating with carriers, TPAs, legal resources, and consultants. Builds client and industry relationships, participates in presentations, claim reviews, renewals, and RFPs, and supports claim staff onboarding and development. Requires strong claims, coverage, negotiation, communication, mathematical, and problem-solving expertise, along with knowledge of oil and gas, renewables, or power generation.