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.