Private Client Operations Intern assisting with process improvement and client engagement initiatives at Toyota Insurance. Focus on automation, data management, and operational efficiency within the insurance sector.
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.
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.
Document solutions, workflows, and best practices for ongoing use.
Support various projects within the High Net Worth Private Client department as needed.
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
Basic understanding of insurance, financial services, or client relationship management
Interest in process automation and operational efficiency.
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