Specialist - Knowledge Management (Automation)

At AIA we've started an exciting movement to create a healthier, more sustainable future for everyone.

Sound like you Then read on.

About the Role

Responsible for ensuring AIA's products, services, and internal business processes meet operational quality standards through automation and data integration. This role focuses on modernizing back-end policy owner maintenance workflows by replacing legacy Excel VBA templates with scalable solutions using Power Query and Power Automate. The successful candidate will design, implement, and maintain automated processes that retrieve policy data via SQL and generate client communications efficiently and accurately.

• Develop and maintain Power Query solutions to extract, transform, and load policy data from SQL databases.
• Design and implement Power Automate RPA flows to automate repetitive tasks and integrate with Power Query outputs.
• Migrate existing Excel VBA templates to Power Platform solutions, ensuring continuity and improved efficiency.
• Collaborate with operations teams to understand business processes and identify automation opportunities.
• Ensure data accuracy and integrity in automated workflows, especially for client-facing documents and communications.
• Monitor and troubleshoot automation flows, ensuring minimal downtime and quick resolution of issues.
• Document processes, workflows, and technical specifications for audit and training purposes.

Basic Hiring Requirements

• Experience: 2-4 years in insurance operations or similar back-office processing roles.
• Technical Skills:
  • Proficient in Power Query and SQL (especially for data retrieval and transformation).
  • Hands-on experience with Power Automate (RPA flows, connectors, approvals).
• Added Advantages:
  • Experience with Excel VBA, Power BI, or SharePoint.
• Soft Skills:
  • Strong analytical and problem-solving abilities.
  • Detail-oriented with a focus on data accuracy and compliance.