Logo for Benchmark Insurance Group

AI Workflow Architect

Role overview

Qualifications

  • Proven experience building real-world automation systems
  • Strong understanding of APIs, data flow, and system architecture
  • Experience with workflow automation tools (Zapier, Make, n8n, etc.)
  • Ability to think like an operator, not just a developer

Responsibilities

  • Design and deploy end-to-end AI workflows across insurance and real estate operations
  • Build automation across CRM, policy management systems, and document processing
  • Integrate tools using APIs (REST, webhooks, etc.)
  • Collaborate directly with leadership to identify high-ROI automation opportunities

Key facts

  • Remote from: Texas (USA)
  • Freelance
  • AI Solutions Architect
  • English

Hard skills

Other skills

  • Collaboration
  • Problem Solving

About the company

Benchmark Insurance Group logo

Benchmark Insurance Group

  • Insurance
  • 2–10
Since 1981, Benchmark Insurance Group has been dedicated to providing independent agents with comprehensive resources, designed to promote success in marketing security through Life and Annuity products. Our vision is simply to set a high standard of comparison within the insurance industry, by providing FAST, FREE, and COURTEOUS advice and support, guided by integrity. We maintain this objective by focusing on service, and innovation for both you AND your clients. Our leadership has over 100‐years of combined industry experience, with proven results, established by focusing on objectives, hard work, and being surrounded by a superior team. Our staff is focused on providing quality service and building relationships with a commitment to polite and prompt support. We are careful about which carriers we choose to represent, keeping in mind what is best both for the agent and the client. Each carrier candidate must meet our criteria of excellence based on: Client satisfaction Company ratings Quality of Service Product Competitiveness Fairness Compensation Levels Innovation Underwriting Philosophies

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Job description

🚀 High-Performance Job Post (AI Workflow Architect)

Title: AI Workflow Architect (Automation + Systems Builder)

Location: Remote (U.S. preferred) | Based in Texas (Dallas/Houston a plus)

Type: Contract → Full-Time (for the right person)

⸻

🧠 The Opportunity

We’re building a next-generation AI-powered insurance and real estate platform that automates underwriting, quoting, servicing, and portfolio management.

This is not a “plug ChatGPT into Zapier” role.

We are looking for someone who can design and build intelligent workflow systems that replace manual operations and scale across thousands of assets, policies, and transactions.

If you think in systems, obsess over efficiency, and have built real automations that people rely on daily, keep reading.

⸻

⚙️ What You’ll Do
• Design and deploy end-to-end AI workflows across insurance and real estate operations
• Build automation across:
• CRM (HubSpot/Salesforce)
• Policy management systems
• Document processing (COIs, loss runs, schedules)
• Underwriting workflows
• Integrate tools using APIs (REST, webhooks, etc.)
• Build AI-assisted processes using:
• OpenAI / LLMs
• Vector databases (if applicable)
• Workflow tools (Zapier, Make, n8n, or custom)
• Turn messy, manual processes into clean, scalable systems
• Collaborate directly with leadership to identify high-ROI automation opportunities

⸻

🧩 What We’re Looking For
• Proven experience building real-world automation systems (not just prototypes)
• Strong understanding of:
• APIs, data flow, and system architecture
• Workflow automation tools (Zapier, Make, n8n, etc.)
• AI/LLM integrations
• Ability to think like an operator, not just a developer
• Experience in insurance, real estate, or fintech = strong bonus

⸻

🔥 What Makes You Stand Out
• You’ve replaced entire roles or teams with automation
• You have Loom videos, demos, or case studies of systems you’ve built
• You understand how to design for scale, reliability, and edge cases
• You care about outcomes (time saved, revenue generated), not just code

⸻

💰 Compensation
• Competitive hourly/project-based or salary depending on experience
• Performance-based upside tied to systems you build

⸻

🚫 Who This Is NOT For
• “Prompt engineers” without systems experience
• People who haven’t deployed production workflows
• Anyone who needs step-by-step instructions to execute

⸻

📩 

How to Apply

Send:
1. 2–3 examples of automation systems you’ve built (Loom or walkthrough preferred)
2. A brief explanation of:
• The problem
• Your solution
• The measurable impact

Optional (but highly valued):
• What workflow in insurance or real estate you would automate first and why

⸻

🧭 Why This Role Matters

We’re building infrastructure that will redefine how insurance and real estate operations run.

Less manual work.
Faster decisions.
Smarter systems.

If that excites you, let’s build.

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