Position Summary We are seeking an experienced AI Automation Engineer to design, build, and maintain intelligent automation systems that support our commercial insurance agency and franchise operations. This role focuses on AI agents, robotic process automation (RPA), and system orchestration that execute real operational workflows across shared mailboxes, document systems, CRMs, and third-party web platforms. This is a hands-on, execution-focused role. The ideal candidate has delivered production-grade automation, not just models, proofs of concept, or analytics dashboards. This is a full-time, in-house position.
Key Responsibilities AI Agents & Intelligent Automation
Design and implement AI-driven automation agents capable of executing complex, multi-step business workflows
Combine AI-based decisioning with deterministic, rule-based logic to ensure accuracy, reliability, and compliance
Implement human-in-the-loop approvals, escalation paths, and exception handling for regulated operations
Workflow Automation
Build automation systems that:
Monitor and process shared mailboxes
Identify, classify, and filter inbound emails and attachments
Detect and extract PDF documents and specific document types
Parse multi-page PDFs and isolate required sections
Route extracted documents to the appropriate internal teams or systems
Automate document organization, including folder creation, naming conventions, and categorization based on business rules
Intake Processing & Data Normalization
Develop systems that:
Accept uploaded intake documents or forms through internal platforms or portals
Extract, validate, and normalize structured data from unstructured inputs
Perform data completeness checks and eligibility validation prior to downstream processing
Maintain consistent data schemas across automation workflows
Robotic Process Automation & Multi-System Execution
Design and manage robotic automation workflows for systems where APIs are unavailable
Orchestrate one or more automation robots that:
Interact with web-based platforms through form-based workflows
Execute data entry, submission, and validation processes
Handle rejections, retries, alternate processing paths, and system variability
Support automation execution across isolated virtual environments or instances to ensure scalability and reliability
Automation Outcome Reporting & Feedback Loops
Implement mechanisms for automation agents and robots to:
Capture execution results, confirmations, and rejection states
Report structured outcomes back to internal systems
Surface actionable information for human review and decision-making
Ensure all automation actions are logged, traceable, and auditable
Workflow Integration & System Reliability
Integrate automation workflows across:
Email systems
CRMs and agency management platforms
Document repositories
Task, notification, and ticketing systems
Build fault-tolerant systems with:
Monitoring, alerting, and recovery workflows
Graceful degradation and human fallback paths
Security, Compliance & Documentation
Ensure all automation adheres to data privacy, security, and regulatory requirements
Securely manage credentials, access controls, and execution environments
Document system architectures, workflows, and operational procedures for scalability and franchise deployment
Required Qualifications
Bachelor’s or Master’s degree in Computer Science, Software Engineering, AI/ML, or equivalent practical experience
Proven experience delivering automation, RPA, or AI-driven systems in production environments
Strong proficiency in Python and backend development
Experience with:
RPA and browser automation tools (Playwright, Selenium, Puppeteer, UiPath, or similar)
Workflow orchestration and event-driven systems
API and non-API system integrations
Experience working with unstructured data (PDFs, emails, scanned documents)
Ability to design maintainable, fault-tolerant, auditable automation solutions
Preferred Qualifications
Experience in insurance, financial services, or other regulated industries
Familiarity with insurance agency workflows and operations
Experience with:
CRM platforms (Salesforce, NowCerts, or similar)
Agency management systems
Accounting platforms (QuickBooks, Sage, or similar)
Experience with Large Language Models (LLMs) and AI orchestration frameworks
Familiarity with cloud platforms (AWS, Azure, or GCP), Docker, and CI/CD pipelines
Experience supporting multi-location or franchise environments
Interview & Evaluation Requirement
Demonstration of prior work is mandatory
Candidates must be prepared to:
Walk through real automation or AI systems they have built
Explain system architecture, trade-offs, and failure handling
Discuss challenges encountered and how they were resolved
Code samples, repositories, demos, or recorded walkthroughs are strongly preferred
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