Insurance Operations Analyst — Growth, Flexible Work

Bayzat; Taguig; Hybrid; PHP 360,000 - 720,000; Full time

Benefits offered by this job

Flexible work setup

Performance-based rewards

Inclusive culture

Job summary

Bayzat is a leading HRTech SaaS company empowering workplaces with HR, payroll and insurance solutions. We are hiring in the Philippines to support Sales Operations and Account Management within the insurance domain.

The role focuses on placing policies, liaising with insurers, and ensuring accurate documentation and timely submissions. You will collaborate with internal teams to drive efficient policy placement, maintain Salesforce dashboards, and ensure compliance with turnaround times while

Qualifications

• 1-2 years of experience in the insurance industry, specifically in Sales Operations or Account Management.
• 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.

Responsibilities

• Placing Policies with Insurers.
• Understand the documentation requirements from all insurance companies.
• Collect, and review documents submitted by clients to ensure compliance with requirements / refer to the Confluence checklist and placement process for accuracy.
• Follow up with clients for documents, and escalate to Commercial team leaders when necessary.
• Submit policies (through the insurers portal and via email) and follow up with insurers.
• Update and monitor the Salesforce Policy Placement Dashboard on a daily basis to ensure compliance with turnaround times.
• Track and update the accuracy data for each placement (client, operations and insurer accuracy).

Skills

Insurance exp

Communication

Strategic thinking

Problem solving

Organization

Cross-functional

Job description

Bayzat is a leading HRTech SaaS company empowering workplaces with HR, payroll and insurance solutions. We are hiring in the Philippines to support Sales Operations and Account Management within the insurance domain.

The role focuses on placing policies, liaising with insurers, and ensuring accurate documentation and timely submissions. You will collaborate with internal teams to drive efficient policy placement, maintain Salesforce dashboards, and ensure compliance with turnaround times while