Insurance Operations Analyst — Remote & Growth Opportunity

Bayzat; Tayabas; Hybrid; PHP 312,000 - 513,000; Full time

Benefits offered by this job

Flexible work setup

Remote and hybrid options

Job summary

Bayzat is a leading SaaS platform for HR, payroll, and insurance, seeking a results-driven Sales Operations/Account Management professional. You will place policies, manage insurer documentation, and coordinate with clients to ensure timely, accurate submissions.

Join a merit-based culture with flexible work arrangements and opportunities to grow within a fast-growing regional leader in HRTech and insurance services.

Qualifications

• 1–2 years in the insurance industry, specifically in Sales Operations or Account Management.
• Excellent verbal and written communications.
• 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 they comply with necessary requirements / refer to the Confluence checklist and placement process for accuracy
• Follow up with clients for documents, and ??
• 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 the agreed turnaround time
• Track and update the accuracy data for each placement (client, operations and insurer accuracy)

Skills

Verbal communication

Written communication

Cross-functional collaboration

Organizational skills

Relationship building

Problem solving

Strategic thinking

Attention to detail

Sales operations

Tools

Salesforce

Insurance portals

Job description

Bayzat is a leading SaaS platform for HR, payroll, and insurance, seeking a results-driven Sales Operations/Account Management professional. You will place policies, manage insurer documentation, and coordinate with clients to ensure timely, accurate submissions.

Join a merit-based culture with flexible work arrangements and opportunities to grow within a fast-growing regional leader in HRTech and insurance services.