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Systems & Automation Analyst, IAS

Lockton
Dallas, USA
Full-time
Mid-Senior
Onsite
Discovered 1 months ago
Workflow automationMicrosoft Power AutomateMicrosoft Power AppsMicrosoft Power BIMicrosoft CopilotPython

Full Job Posting

Role Overview

Lockton is seeking a Systems & Automation Analyst for the Integrated Absence Solutions practice.

The role designs and implements automation and AI-driven solutions to reduce manual effort, improve data quality, and enhance service delivery.

The position is a hands-on technical role using Copilot, Power Platform, Python, advanced analytics, and AI agents.

Automation and AI Solutions

  • Identify manual, repetitive, and inefficient workflows across IAS service delivery and operations.
  • Design automation using Power Automate, Power Apps, Microsoft 365 tools, and AI-assisted workflows.
  • Build agents for data summarization, intake, triage, reporting, and internal support.
  • Develop IAS-specific Copilot use cases aligned with data governance standards.

Technical Platforms

  • Use Microsoft Copilot across Excel, Outlook, Teams, SharePoint, and Power BI.
  • Use Python for complex data transformations and to replace spreadsheet-driven processes.
  • Integrate Alteryx, Power BI, and Microsoft data sources into automated reporting pipelines.
  • Apply knowledge of Azure tables, SQL, JSON, and modern data structures.

Collaboration and Delivery

  • Partner with Enablement and Technology teams to support AI adoption.
  • Work with IAS Consultants, Series Leads, Practice Operations, Enablement, Analytics, and Technology teams.
  • Support pilots, enhancements, rollout, validation, documentation, and quality control.
  • Translate business needs into practical, maintainable, scalable, and sustainable technical solutions.

Qualifications

  • Five or more years of workflow automation and business intelligence experience is required.
  • Experience with Power Automate, Power Apps, and Power BI is required.
  • Hands-on experience with Microsoft Copilot or similar AI-assisted productivity tools is required.
  • Experience with automation workflows, bots, or AI agents is required.
  • Python experience is strongly preferred for operational or consulting analytics.
  • Background in insurance, benefits, HR operations, consulting, or professional services is preferred.
  • Strong analytical, problem-solving, and communication skills are required.

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