Systems & Automation Analyst, IAS

Lockton; Dallas (TX); On-site; USD 95,000 - 135,000; Full time

Job summary

Lockton is seeking a Systems & Automation Analyst to design and implement automation and AI-driven solutions across the Integrated Absence Solutions practice, reducing manual effort and improving data quality.

You will work with Power Automate, Power Apps, Power BI, Copilot, Python, and data sources like Azure SQL and Alteryx to create scalable workflows, maintain governance, and support rollouts. Strong communication and problem-solving skills are essential.

Qualifications

• 5+ years of workflow automation and business intelligence experience.
• Experience with Microsoft Power Platform (Power Automate, Power Apps, Power BI).
• Hands-on experience with Microsoft Copilot or similar AI-assisted productivity tools.
• Understanding of modern data structures and storage concepts (Azure tables, SQL, JSON).
• Experience building or supporting automation workflows, bots, or AI agents.
• Python experience strongly preferred, particularly for operational 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

Workflow automation

BI analytics

Problem solving

Communication

Tools

Power Automate

Power Apps

Power BI

Copilot

Python

Alteryx

Azure SQL

JSON

Excel

Job description

Systems & Automation Analyst

Due to continued growth and increasing focus on operational scalability, Lockton is seeking a Systems & Automation Analyst to support the Integrated Absence Solutions practice. This role is responsible for designing and implementing automation and AI‑driven solutions that reduce manual effort, improve data quality, and enhance service delivery across IAS.

Key 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.

Qualifications

• 5+ years of workflow automation and business intelligence experience.
• Experience with Microsoft Power Platform (Power Automate, Power Apps, Power BI).
• Hands‑on experience with Microsoft Copilot or similar AI‑assisted productivity tools.
• Understanding of modern data structures and storage concepts (e.g., Azure tables, SQL, JSON) to support reliable Power Automate and AI‑enabled solutions.
• 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.