Business Applications Analyst

Lockton Companies; Overland Park (KS); On-site; USD 65,000 - 90,000; Full time

Job summary

Lockton Companies in Overland Park, KS seeks a Business Applications Analyst to join the Digital Transformation Team. You will implement CRM enhancements, automate workflows, and support AI-enabled solutions across business processes.

The role focuses on Dynamics 365 CRM, data quality, and process improvement, requiring 1–3 years of related experience. Collaboration with stakeholders and continuous learning are essential for success.

Qualifications

• 1 to 3 years of experience supporting business applications, workflow automation, business systems, or related technology solutions.
• Strong problem-solving and analytical skills with the ability to troubleshoot issues and identify practical solutions.
• Demonstrated ability to learn new technologies, systems, and business processes quickly.
• Strong attention to detail and commitment to delivering high-quality work.
• Ability to translate defined business requirements and solution designs into tested, working solutions.
• Experience working with structured data, including strong Excel skills.
• Excellent communication and collaboration skills.

Responsibilities

• Provide Tier 2 support for Dynamics 365 CRM, including navigation, views, dashboards, reporting, data entry, and user access.
• Configure, test, and implement approved enhancements to forms, views, dashboards, fields, business rules, and related functionality.
• Support data quality by identifying duplicates, reinforcing standards, and coordinating corrections.
• Maintain documentation and provide user guidance or training as needed.
• Build and enhance intake forms and Power Automate workflows using approved standards.
• Turn approved requirements and designs into working forms, workflows, and automations.
• Monitor workflow runs, troubleshoot issues, and implement error handling and logging.
• Use approved AI-assisted development tools to research, troubleshoot, test, document, and help build AI-enabled solutions.
• Document current-state processes, including steps, inputs, outputs, and exceptions.
• Assist with gathering and documenting functional requirements, business rules, data requirements, and acceptance criteria.

Skills

CRM support

Workflow automation

Data analysis

Excel skills

Communication skills

Problem solving

Tools

Microsoft Dynamics 365

Power Automate

Power Apps

Formstack / equivalents

Job description

Overland Park - Affinity, Kansas, United States of America

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.

Lockton Affinity is transforming the insurance brokerage market through digital innovation, automation, and AI-enabled solutions that streamline operations and enhance customer experience. As a Business Applications Analyst, you will work within the Digital Transformation team to build, implement, and support technology solutions that reduce manual effort and improve business processes. Working under the direction of the Digital Transformation Manager, you will help deliver CRM enhancements, workflow automation, digital intake solutions, data improvements, system integrations, and AI-powered capabilities. Join our collaborative and forward-thinking team to develop practical business solutions, drive operational efficiency, and grow your technical skills while making a meaningful impact across the organization.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Microsoft Dynamics CRM Support and Enhancements

• Provide Tier 2 support for Dynamics 365 CRM, including navigation, views, dashboards, reporting, data entry, and user access.
• Configure, test, and implement approved enhancements to forms, views, dashboards, fields, business rules, and related functionality.

Support data quality by identifying duplicates, reinforcing standards, and coordinating corrections.

Maintain documentation and provide user guidance or training as needed.

• Digital Intake, Workflow Automation, and AI Solutions
• Build and enhance intake forms and Power Automate workflows using approved standards.
• Turn approved requirements and designs into working forms, workflows, and automations.
• Monitor workflow runs, troubleshoot issues, and implement error handling and logging.
• Use approved AI-assisted development tools to research, troubleshoot, test, document, and help build AI-enabled solutions.

Business Process Improvement Support

• Document current-state processes, including steps, inputs, outputs, and exceptions.
• Assist with gathering and documenting functional requirements, business rules, data requirements, and acceptance criteria.
• Maintain process documentation and workflow diagrams to support future-state design and continuous improvement planning.

Qualifications

REQUIRED

• 1 to 3 years of experience supporting business applications, workflow automation, business systems, or related technology solutions.
• Strong problem-solving and analytical skills with the ability to troubleshoot issues and identify practical solutions.
• Demonstrated ability to learn new technologies, systems, and business processes quickly.
• Strong attention to detail and commitment to delivering high-quality work.
• Ability to translate defined business requirements and solution designs into tested, working solutions.
• Experience working with structured data, including strong Excel skills.
• Excellent communication and collaboration skills.

Self-motivated with a willingness to take initiative, and work independently when needed.

PREFERRED

• Exposure to a CRM platform, preferably Microsoft Dynamics 365.
• Hands-on experience building or supporting Power Automate and Power Apps solutions.
• Experience building or maintaining forms in Formstack or similar tools (JotForm, Microsoft Forms, Typeform).
• Familiarity with concepts such as tables, fields, relationships, and basic security models.
• Experience supporting changes from pre-production through production.
• Basic understanding of databases, APIs, and integrations.
• Experience using AI-assisted development tools such as Microsoft Copilot, GitHub Copilot, Claude, Codex, or similar technologies.

Exposure to Azure AI services, Azure AI Foundry, Document Intelligence, intelligent document processing, or AI-enabled workflow automation.

The preceding job description has been designed to indicate the general nature and level of work performed by Associates within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of Associates assigned to this position.

Equal Opportunity Statement

Lockton Companies is proud to provide everyone anequal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learnsfrom, celebrates and thrives because of ourbreadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

About Lockton

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

How We Will Support You

At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.

Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.