AI Automation Engineer

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
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  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