AI Solutions Specialist

Independent Insurance Agents of Wisconsin (IIAW); Madison (WI); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

401(k)

Job summary

Independent Insurance Agents of Wisconsin (IIAW) is building an AI practice to transform how our organization serves independent agencies and Big ‘I’ state associations. As our AI Solutions Specialist, you will build AI agents, assistants, automations, and workflow solutions for IIAW and its members while developing valuable experience at the intersection of technology, insurance, and consulting.

You will design and deploy AI agents and workflows using Microsoft 365 Copilot, Copilot Studio,

Qualifications

• Bachelor’s degree or equivalent hands-on experience.
• 1–4 years of relevant professional experience.
• Demonstrated experience building AI agents or automation.
• Familiarity with tools listed in the qualifications.

Responsibilities

• Build AI agents and assistants. Design, configure, test, deploy, and improve solutions using Microsoft 365 Copilot, Copilot Studio, ChatGPT, Claude, and other approved platforms.
• Automate workflows. Connect tools, data, forms, documents, and business processes using low-code platforms, APIs, connectors, or lightweight code when appropriate.
• Turn needs into working solutions. Meet with staff and members, understand their workflows, identify practical opportunities, and translate those needs into prototypes and production-ready tools.
• Test and improve. Evaluate output quality, accuracy, reliability, usability, security, and business impact; troubleshoot problems and refine solutions based on feedback.
• Build reusable resources. Create templates, prompts, knowledge bases, agent components, documentation, training materials, and implementation playbooks that can scale across users and organizations.
• Support implementation. Help agencies and associations pilot solutions, configure tools, train users, gather feedback, and measure outcomes.
• Promote responsible AI. Follow standards for privacy, security, data governance, IP, accuracy, documentation, and human oversight.
• Teach what you learn. Provide demonstrations, training, office hours, and guidance for varying technical levels.
• Stay curious. Research emerging AI capabilities and insurance use cases, share recommendations with the team.
• Manage your work. Maintain plans, priorities, and progress while seeking guidance as needed.

Skills

AI development

Workflow automation

Problem solving

Communication

Education

Bachelor’s degree in computer science or related field

Tools

Microsoft 365 Copilot

Copilot Studio

ChatGPT

Claude

Power Automate

Zapier

Make

APIs / connectors

Job description

The Opportunity

IIAW is building an AI practice that will improve how our organization works and help independent insurance agencies and Big ‘I’ state associations use artificial intelligence in practical, measurable ways. As our AI Solutions Specialist, you will build AI agents, assistants, automations, and workflow solutions for IIAW and its members while developing valuable experience at the intersection of technology, insurance, and consulting.

Benefits

• 401(k) matching


• Bonus based on performance


• Competitive salary


• Dental insurance


• Health insurance


• 401(k)

What You Will Help Build

• Practical AI agents and automations that make IIAW staff more efficient and improve member service.


• Member-facing AI solutions that help independent agencies solve real workflow and business challenges.


• Reusable templates, prompts, playbooks, and components that can support multiple agencies and associations.


• Responsible AI practices that protect data, promote accuracy, and maintain appropriate human oversight.

Role Focus

• 50% — Internal AI development: Build, test, document, and improve AI agents, assistants, automations, integrations, and knowledge solutions that support IIAW staff and workflows.


• 25% — Member solutions and implementation: Help agencies and associations identify use cases, configure solutions, test pilots, support implementation, and measure results.


• 15% — Education and market adoption: Deliver practical training, demonstrations, playbooks, thought leadership, and follow-up support for staff, members, and association partners.


• 10% — Research and practice development: Explore emerging tools, improve reusable offerings, document what works, and help IIAW expand its AI services over time.

Key Responsibilities

• Build AI agents and assistants. Design, configure, test, deploy, and improve solutions using Microsoft 365 Copilot, Copilot Studio, ChatGPT, Claude, and other approved platforms.


• Automate workflows. Connect tools, data, forms, documents, and business processes using low-code platforms, APIs, connectors, or lightweight code when appropriate.


• Turn needs into working solutions. Meet with staff and members, understand their workflows, identify practical opportunities, and translate those needs into prototypes and production-ready tools.


• Test and improve. Evaluate output quality, accuracy, reliability, usability, security, and business impact; troubleshoot problems and refine solutions based on feedback.


• Build reusable resources. Create templates, prompts, knowledge bases, agent components, documentation, training materials, and implementation playbooks that can scale across users and organizations.


• Support implementation. Help agencies and associations pilot solutions, configure tools, train users, gather feedback, and measure outcomes.


• Promote responsible AI. Follow IIAW standards for privacy, security, data governance, intellectual property, accuracy, documentation, and human oversight.


• Teach what you learn. Provide approachable demonstrations, training, office hours, and written guidance for people with varying levels of technical experience.


• Stay curious. Research emerging AI capabilities and insurance-industry use cases, experiment responsibly, and share recommendations with the team.


• Manage your work. Maintain project plans, priorities, documentation, and progress updates while asking for guidance when needed.

What You Bring

• A bachelor’s degree in computer science, information systems, data science, business analytics, engineering, emerging technology, or a related field; equivalent hands-on experience will also be considered.


• One to four years of relevant professional experience. Internships, capstone projects, freelance work, student organizations, hackathons, and personal projects all count.


• Demonstrated experience building at least one useful AI agent, assistant, automation, chatbot, application, or workflow. We welcome examples from coursework, internships, employment, or personal projects.


• Familiarity with tools such as Microsoft 365 Copilot, Copilot Studio, ChatGPT, Claude, Power Automate, Zapier, Make, APIs, connectors, or similar platforms. You do not need experience with every tool listed.


• Basic familiarity with coding or scripting—such as Python, JavaScript, JSON, SQL, or API concepts is helpful, along with the willingness to deepen those skills.


• Strong problem-solving skills and the persistence to test, troubleshoot, learn from failure, and improve a solution until it works reliably.


• Clear written and verbal communication skills and the ability to explain technical ideas to nontechnical users.


• Demonstrated ability to communicate and build relationships with individuals across a variety of roles, experience levels, and technical backgrounds.


• Good judgment and a willingness to learn responsible practices involving privacy, cybersecurity, data governance, intellectual property, accuracy, and human oversight.


• Self-direction, curiosity, humility, and comfort working in an environment where technology and priorities evolve quickly.


• Insurance experience is not required but preferred. IIAW will provide the industry context and support needed to learn the independent agency channel.

Compensation & Benefits

Competitive salary, commensurate with experience and demonstrated capability. The position is also eligible for a performance incentive tied to a balanced scorecard of organizational impact, client outcomes, responsible adoption, and sustainable practice growth. IIAW offers a comprehensive benefits package to eligible employees, including a defined-contribution retirement plan.

Why Join IIAW

The Independent Insurance Agents of Wisconsin is a member-driven association committed to strengthening independent insurance agencies through advocacy, education, risk management, technology, market intelligence, and practical business solutions. You will have meaningful responsibility early in your career, access to senior organizational and insurance-industry leaders, and the opportunity to see your work used by real people and businesses. IIAW will provide industry context, coaching, professional development, and room to grow as the practice expands.