Job Summary: 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. The position serves as a hands-on technical expert leveraging Microsoft Copilot, Power Platform tools (Power Automate, Power Apps, Power BI), AI agents, Python and advanced analytics (including Alteryx). The ideal candidate combines strong technical capability with a deep understanding of business workflows in a professional services or insurance environment.
ESSENTIAL JOB DUTIES AND 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.
Requirements:EDUCATION, EXPERIENCE, AND SKILLS REQUIRED- 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) 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.
