AI-Powered Automation Analyst (Power Platform)

Lockton Companies; Dallas (TX); On-site; USD 110,000 - 150,000; Full time

Job summary

Lockton seeks a Systems & Automation Analyst to design and implement automation and AI-driven solutions across the Integrated Absence Solutions practice. You will act as a Copilot expert for IAS and leverage Power Automate, Power Apps, Power BI, and Python to improve data quality and service delivery.

The ideal candidate has 5+ years in workflow automation, experience with Microsoft Copilot or similar AI tools, and a solid understanding of modern data structures.

Qualifications

• 5+ years of workflow automation and business intelligence experience.
• Experience with Microsoft Power Platform (Power Automate, Power Apps, Power BI).
• Demonstrated hands‑on experience with Microsoft Copilot or similar AI‑assisted productivity tools.
• Demonstrated understanding of modern data structures and storage concepts (e.g., Azure tables, SQL, JSON).
• Experience building or supporting automation workflows, bots, or AI agents.
• Python experience strongly preferred, particularly for operational or consulting analytics.
• Background in insurance, benefits, HR operations, consulting, or professional services preferred.
• Strong analytical, problem‑solving, and communication skills.

Responsibilities

• Identify manual, repetitive, and inefficient workflows across IAS service delivery and operations.
• Design and implement automation solutions using Microsoft Power Automate, Power Apps, and related Microsoft 365 tools.
• Build AI‑assisted workflows and agents to support data summarization, intake, triage, reporting, and internal support processes.
• Act as a Copilot subject matter expert for IAS, supporting effective use of Copilot within Excel, Outlook, Teams, SharePoint, and Power BI.
• Develop IAS‑specific Copilot use cases that improve productivity and consistency while aligning with data governance standards.
• Partner with Enablement and Technology teams to support adoption of AI capabilities across the practice.
• Utilize Python to automate complex data transformations, replace spreadsheet‑driven processes, and improve repeatability of analytics.
• Integrate outputs from Alteryx, Power BI, and Microsoft data sources into automated reporting pipelines.
• Support validation, documentation, and quality control of automated solutions.
• Partner with IAS Consultants, Series Leads, Practice Operations, Enablement, Analytics, and Technology teams.
• Support pilots, enhancements, and rollout of automation solutions with a focus on scalability and sustainability.
• Translate business needs into practical, maintainable technical solutions.

Skills

Power Platform expertise

Copilot / AI-assisted tools

Python

Data structures / storage concepts

Automation / BI

Communication

Education

5+ years workflow automation / BI experience

Tools

Power Automate

Power Apps

Power BI

Microsoft Copilot

Alteryx

Python

Azure SQL / Azure Tables

Job description

Lockton seeks a Systems & Automation Analyst to design and implement automation and AI-driven solutions across the Integrated Absence Solutions practice. You will act as a Copilot expert for IAS and leverage Power Automate, Power Apps, Power BI, and Python to improve data quality and service delivery.

The ideal candidate has 5+ years in workflow automation, experience with Microsoft Copilot or similar AI tools, and a solid understanding of modern data structures.