IMA Financial Group, Inc. | Intern (Commercial Lines) - IMA Financial

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 split between a core program shared throughout the cohort and work, projects and programming designed specifically for the department you are selected to join.

Our Commercial Lines Department is excited to host an intern for the upcoming 2025 summer program! This position will be located in Portland, OR. Day to day responsibilities may include, but are not limited to:

Policy Documentation and Filing:

• Assist with reviewing, organizing, and filing policy documents, endorsements, and certificates.
• Maintain accurate records of policy changes and updates.

Quoting and Proposals:

• Support account managers by gathering information needed for quoting new and renewal business.
• Assist with preparing proposal documents for client presentations.

Data Entry and Systems Management:

• Enter and update client and policy information in agency management systems.
• Ensure that databases are accurate and current.

Policy Renewals:

• Assist in the renewal process by preparing renewal summaries and reviewing existing coverage for accuracy.
• Help with tracking renewal timelines to ensure policies are processed on time.

Research:

• Conduct research on various insurance carriers and products to assist with coverage comparisons.
• Keep updated on industry trends and regulatory changes.

Client Onboarding:

• Assist with the onboarding process for new clients by gathering necessary documentation and setting up accounts in the system.
• Ensure all new client paperwork is completed accurately.

Collaborating with Underwriters:

• Assist in submitting applications and supplemental information to underwriters.
• Help follow up with underwriters for quotes and policy changes.

Marketing and Business Development Support:

• Assist with marketing efforts by preparing marketing materials for prospective clients.
• Support business development initiatives by researching potential leads.

Administrative Support:

• Perform general administrative tasks, such as scheduling meetings, organizing files, and assisting with mailings.
• Help manage office supplies and ensure documents are properly archived.

Professional Development:

• Participate in training sessions, webinars, or workshops to deepen knowledge of commercial property and casualty insurance.
• Shadow account managers and producers to gain insight into client interactions and service management.

We’re proud of the success many of our former interns have had when they’ve pursued careers as IMA associates’ post-graduation and see our internship program as a key talent pipeline. Because of this, preference is given to students closer to graduation, who demonstrate a curiosity about future employment within our industry.

You Should Have

• Currently pursuing an Undergraduate or Graduate Degree in a program related to one of our host departments
• Students anticipated to graduate in December 2025 or Spring 2026 will be given preference
• Previous work or internship experience in a professional services or similar environment may be useful, but not required
• An entrepreneurial spirit with the ability to problem-solve, think critically, and provide creative solutions

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

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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 progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
 
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development.  In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities. 

Why Join IMA?

We’ve built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

• 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
• 2023 Inc. Magazine’s Best Workplaces
• 2023 Denver Business Journal’s Best Places to Work
• 2022-2023 Connecticut Top Work Places
• 2021-2023 Inc. 5000’s List of Fastest Growing Companies
• 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• 2022-2023 Kansas City Business Journal’s Best Places to Work
• 2021-2023 Charlotte Business Journal’s Best Places to Work
• 2021-2023 Los Angeles Business Journal’s Best Places to Work
• 2021-2023 The Salt Lake City Tribune Top Work Places
• 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
• 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
• 2021 Dallas Business Journal’s Best Places to Work
• 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska

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.