Insurance Operations Analyst — Growth & Remote

Bayzat; Makati; Híbrido; PHP 446.000 - 725.000; Jornada completa

Descripción de la vacante

Bayzat is seeking a Sales Operations/Account Management professional to manage insurer policy placements, verify documentation, and ensure timely submissions. You will coordinate with clients and insurers, maintain Salesforce dashboards, and uphold accuracy standards across placements.

Ideal candidates have 1–2 years in insurance sales operations, excellent communication skills, and strong organizational abilities.

Formación

• 1–2 years of experience in the insurance industry, specifically in Sales Operations or Account Management.
• Excellent verbal and written communications.
• Strong strategic and problem-solving abilities.
• Highly organized with attention to detail.
• Ability to build relationships and work cross-functionally.

Responsabilidades

• Place policies with insurers.
• Understand documentation requirements from insurers.
• Collect and review client documents for compliance.
• Follow up with clients and escalate to Commercial team when needed.
• Submit policies via insurers' portals and email, and follow up.
• Update Salesforce Policy Placement Dashboard daily.
• Ensure compliance with agreed turnaround times.
• Track accuracy data for each placement.

Conocimientos

Verbal communication

Written communication

Cross-functional collaboration

Organizational skills

Problem-solving

Relationship building

Herramientas

Salesforce

Descripción del empleo

Bayzat is seeking a Sales Operations/Account Management professional to manage insurer policy placements, verify documentation, and ensure timely submissions. You will coordinate with clients and insurers, maintain Salesforce dashboards, and uphold accuracy standards across placements.

Ideal candidates have 1–2 years in insurance sales operations, excellent communication skills, and strong organizational abilities.