Private Client Operations Intern

Toyota Insurance Management Solutions • Plano, TX

3d • $20 - $24 • Hybrid

About The Position

The Private Client Operations Intern will support the High Net Worth Private Client department by assisting with process improvement and data management initiatives. This role focuses on identifying opportunities to automate manual workflows, clean and organize client data, and improve overall operational efficiency while supporting client engagement efforts.

Requirements

• 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

Nice To Haves

• Basic understanding of insurance, financial services, or client relationship management
• Interest in process automation and 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.

Benefits

• Hands-on experience improving operational processes within a High Net Worth Private Client insurance environment
• Real-world analytics skills and reporting experience.
• Opportunities to collaborate with cross‑functional teams and stakeholders
• Opportunities for professional growth and meaningful engagement with fellow interns and teams.

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Number of Employees: 11-50 employees