Operations Analyst

Bayzat; Ernakulam; Hybrid; INR 600,000 - 1,200,000; Full time

Benefits offered by this job

Flexible work setup

Remote and hybrid options

Job summary

Bayzat is hiring for a Sales Operations/Account Management role focused on insurer policy placement and client document handling. You will manage endorsements, monitor documentation, and ensure timely issuance of policies through insurer portals and email.

The role emphasizes cross-functional collaboration, data accuracy in Salesforce, and proactive client follow-ups. The ideal candidate has 2–6 years in insurance sales operations or account management, strong communication skills, and an

Qualifications

• 2–6 years of experience in Sales Operations or Account Management in the insurance industry.
• Excellent verbal and written communications.
• Strong strategic and critical thinking with problem-solving ability.
• Obsessively organized and detail-oriented.
• Ability to build strong relationships and work cross-functionally.

Responsibilities

• Place policies and endorsements with insurers within agreed timelines.
• Stay updated on documentation requirements across insurers.
• Collect, review and validate client documents per checklists for accuracy.
• Proactively follow up with clients for pending documents and maintain timestamps.
• Identify errors early and escalate to Team Leaders when needed.
• Submit policies and endorsements through insurer portals and email with proper trails.
• Coordinate with insurers for timely policy issuance and related documents.
• Update Salesforce Placement & Endorsement Dashboard daily for compliance.
• Track data accuracy for each placement/endorsement (client, operations, insurer).

Skills

Communication skills

Strategic thinking

Organizational skills

Relationship building

Insurance industry experience

Job description

Who We Are

Bayzat is at the forefront of transforming workplaces through innovative solutions in HR, Payroll, Finance, and Insurance. Renowned as a leading SaaS platform for employee benefits and a key player in the Insurance sector, we are committed to our mission: empower every company to create a remarkable workplace by supercharging people processes and payments.

Who We Are

Bayzat is at the forefront of transforming workplaces through innovative solutions in HR, Payroll, Finance, and Insurance. Renowned as a leading SaaS platform for employee benefits and a key player in the Insurance sector, we are committed to our mission: empower every company to create a remarkable workplace by supercharging people processes and payments.

As one of the MENA region's fastest-growing Scale-Ups, Bayzat is celebrated for its innovative product offerings, backed by over 300 team members from 35+ nationalities. Recognized by Forbes as a promising UAE-based startup and supported by leading VCs like Mubadala and Point72 Ventures, we are among the best-funded HRTech scale-ups in the region.

At Bayzat, culture is paramount. We are a principle-driven, merit-based organization where authenticity, collaboration, and unpretentiousness thrive. Joining Bayzat means immersing yourself in an environment of high achievers, tackling complex challenges, and constantly striving for success. Our culture inspires continuous learning and excellence, allowing you to work with and be inspired by some of the brightest minds in the industry.

Our journey to success is anchored in our commitment to innovation, empowering businesses with features designed to optimize efficiency and elevate employee experiences. Whether enhancing people processes, streamlining payments, or enabling smarter decisions, Bayzat is redefining what it means to create a truly remarkable workplace.

Some High-impact Responsibilities You Will Be Entrusted With

• Place policies and process endorsements with insurers in line with agreed timelines
• Understand and stay updated on documentation requirements across all insurance companies
• Collect, review, and validate client-submitted documents as per the placement/endorsement checklist to ensure completeness and accuracy
• Follow up proactively with clients for pending documents and ensure timestamp discipline is maintained in line with agreed TATs
• Identify errors or red flags at initial stages and elevate proactively to Team Leaders when required
• Submit policies and endorsements through insurer portals and via email, ensuring proper documentation trail
• Follow up with insurers to ensure timely issuance of policies, endorsements, and related documents
• Update and monitor the Salesforce Placement & Endorsement Dashboard daily to ensure compliance with agreed turnaround timelines
• Track and maintain accurate data for each placement/endorsement (client accuracy, operations accuracy, and insurer accuracy)

What You Will Need To Have

• 2 - 6 years of experience in the Sales Operations or Account Management from insurance industry preferably
• Excellent verbal and written communications skills
• Strong strategic, critical thinking skills and problem-solving ability
• Obsessively organized and detail-oriented
• Building strong relationships and ability to work effectively cross-functionally both internally and externally

What's In It For You

At Bayzat, we don't sell beanbags or buzzwords as culture — we build an environment where high achievers thrive. You'll work alongside some of the hungriest, most driven people you'll ever meet, in a place that rewards performance, not politics.

Here’s What You Can Expect

• Meritocracy at its core: Your value creation and impact define your growth, not titles or tenure.
• Freedom to shape your path: We support cross-functional moves and growth transitions when you drive value.
• Real feedback culture: Feedback is coaching — empowering you to find your own answers and elevate your game.
• Barrier-free collaboration: Impact matters more than hierarchy. If you can create value, you'll have a seat at the table — even with the CEO.
• Accelerated growth: Fast-track opportunities for top performers; no artificial limits.
• Flexible work setup: Remote and hybrid options designed around performance.
• Inclusive culture: Regular company-wide all-hands, OKR tribe meetings, and annual awards that celebrate real impact.

This isn't for everyone — but if you want to be pushed, inspired, and rewarded for what you deliver, welcome to Bayzat.