Insurance Professionals of Arizona LLC

Job Summary

We're looking for a skilled AI Automation Specialist to join our team on a full-time basis. In this role, you'll assess our current workflows in sales, underwriting, claims processing, customer service, compliance, commissions reconciliations and reporting, then implement AI-powered automations to reduce manual tasks, improve accuracy, and boost productivity. This is a hands-on position ideal for someone passionate about leveraging AI (e.g., tools like Zapier, Make.com, ChatGPT, RPA platforms, or custom ML models) to transform a traditional insurance agency into a modern, efficient operation. You'll work closely with our leadership and staff in our Mesa, AZ office.

Key Responsibilities

• Conduct a thorough audit of existing business processes (e.g., lead generation, policy quoting, customer onboarding, renewals, claims handling, and reporting).
• Design and implement AI-driven automations, including:
• Chatbots for customer inquiries and lead qualification.
• Automated workflows for document processing, data entry, and compliance checks using tools like OCR, NLP, or robotic process automation (RPA).
• Predictive analytics for risk assessment, customer retention, and cross-selling opportunities.
• Integration of AI tools with CRM systems Ezylnx and other insurance-specific platforms as well as other software like Google Suite.
• Build and maintain custom scripts/bots using no-code/low-code platforms (e.g., Airtable, Notion AI, Bubble) or programming languages (Python, Node.js).
• Train team members on new tools and monitor automation performance, iterating based on metrics like time saved, error reduction, and ROI.
• Ensure all automations comply with insurance regulations (e.g., HIPAA, state DOI rules) and data security best practices.
• Stay updated on emerging AI trends in the insurance industry and propose proactive improvements.
• Look for other ways to boost efficiencies and reduce work load for staff and leadership team.
• Create methods for crosschecking and streamlining commission reconciliation process
• Create dashboards and management tools.

Required Qualifications

• Experience in AI automation, process optimization, or digital transformation (preferably in insurance, finance, or a related field).
• Proficiency with AI tools and platforms: Zapier/Make.com, UiPath/Automation Anywhere (RPA), OpenAI APIs, Google Cloud AI, or similar.
• Strong programming skills in Python (with libraries like Pandas, LangChain, or Selenium) or JavaScript; experience with APIs and integrations.
• Bachelor's degree in Computer Science, Data Science, Business Analytics, or equivalent experience.
• Proven track record of delivering measurable results (e.g., 40-50% efficiency gains in previous roles).
• Excellent problem-solving skills and ability to translate business needs into technical solutions.
• Familiarity with insurance industry processes is a strong plus (e.g., ACORD standards, carrier APIs).

Preferred Skills

• Experience with InsurTech tools or CRM integrations.
• Knowledge of machine learning for predictive modeling (e.g., customer churn prediction).
• Certification in AI/automation (e.g., Google Professional Machine Learning Engineer, UiPath Certified Professional).
• Ability to work independently in a small-team environment.

Location and Work Arrangement

• Primary location: Mesa, AZ In-office required for collaboration and process audits, team training, and continual improvements and strategy with leadership team.

Company Overview

Insurance Professionals of Arizona is a large, client-focused insurance agency based in Mesa, Arizona. We specialize in auto, home, life, commercial insurance, and Medicare. As we continue to grow in a competitive market, we're seeking an innovative AI Automation Specialist to streamline our operations, enhance efficiency, and drive data-driven decision-making using cutting-edge AI tools. We have ambitious goals and want every advantage to help us stay at the top of the market in both customer service, speed of responsiveness, and efficiency.

Job Type: Full-time

Projected Total Compensation: $85,000.00 - $115,000.00 per year

Benefits:

• Paid time off

Education:

• Bachelor's (Preferred)

Experience:

• AI Automation: 2 years (Required)

Ability to Commute:

• Mesa, AZ 85213 (Required)

Work Location: In person