Private Client Operations Intern

Summary: Toyota Insurance is an independent agency specializing in property and casualty insurance for Toyota vehicle owners. The Private Client Operations Intern will support the High Net Worth Private Client department by assisting with process improvement and data management initiatives, focusing on automating workflows and improving operational efficiency. Responsibilities: - Identify automation opportunities by extracting data from Nexsure and external sources into Excel, cleaning the data, and creating visual reports and dashboards - Design and implement a structured workflow to improve visibility of quote status and terms, ensuring information is consistent, easy to locate, and readily accessible for team members - Develop structured workflows to support consistent follow‑ups and quoting processes - Use Excel to organize, validate, and prepare datasets - Create data visualizations and dashboards using Power BI to support reporting and insights - Create an automated and creative process for sending customer engagement messages and timely notifications - Document solutions, workflows, and best practices for ongoing use - Support various projects within the High Net Worth Private Client department as needed Required Qualifications: - Currently pursuing a degree in Business Major, Risk Management Insurance, Data Analytics, Information Systems, Business Analytics, or a related field - Strong proficiency in Microsoft Excel (sorting, formulas, macros, data validation) - Working knowledge of or strong interest in Power BI and data visualization - Ability to analyze data, identify patterns, and recommend process improvements - Strong organizational skills and attention to detail - Ability to work independently and manage multiple tasks - Strong written and verbal communication skills Preferred Qualifications: - Basic understanding of insurance, financial services, or client relationship management - Interest in process automation and operational efficiency Required Skills: Microsoft Excel, Excel formulas, Excel macros, Excel data validation, Power BI, Data visualization, Data analysis, Process improvement, Insurance knowledge, Financial services knowledge, Client relationship management, manage multiple tasks