Private Client Operations Intern

Who are we:

Toyota Insurance is a brand name of Toyota Insurance Management Solutions USA, LLC (TIMS). We are an independent agency specializing in property and casualty insurance for Toyota vehicle owners. We offer insurance through our trusted carrier partners to provide coverage for your Toyota vehicle, home and other assets. Our mission is to improve the Toyota ownership experience by improving the insurance experience.

Why Toyota Insurance? 

At Toyota Insurance, our goal is to grow talent from great to greater! Your internship will include hands-on corporate experience plus our Knowledge Café (corporate training courses). Our team of innovators are world changers looking to disrupt the insurance industry. We envision the impossible and use our intellectual equity to make it possible! Don’t delay, join our team today!

Job Overview:

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.

Intern Job 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 Education and Experience:

Currently pursuing a degree in Business Major, Risk Management Insurance, Data Analytics, Information Systems, Business Analytics, or a related field.

Required Knowledge, Skills, and Abilities:

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

What You Will Gain

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.

Compensation

Base Salary: $20-$24 based on skills and experience

Minimum experience: Entry-level candidate; current college junior or senior, or pursuing a master’s degree.

Position Type/Expected Hours of work/Compensation:

This is a full-time position for the months of May - August. Days and hours of work are Monday through Friday, 9:00 AM – 5:00 PM. 

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Work Authorization:

Applicants must be authorized to work for any employer in the U.S. This position does not offer sponsorship or the transfer of sponsorship of employment Visa.

Learn More: 

Visit our website Toyota Auto Insurance | Toyota Auto Insurance (toyotaims.com) to learn more about our company culture and career opportunities.

FLSA Job Status:                    ☐ Exempt                           ☒Non-Exempt

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

An Equal Opportunity Employer: Female / Minority / Disability / Protected Veteran / Sexual Orientation / Gender Identity

'EEOC is The Law' Information poster: https://www.eeoc.gov/employers/upload/poster_screen_reader_optimized.pdf

Candidates must already hold work eligibility for the United States.