Insurance Sales Operations Analyst (Remote)

Bayzat; Philippines; On-site; PHP 400,000 - 650,000; Full time

Benefits offered by this job

Remote & Hybrid

Performance rewards

Job summary

Bayzat Philippines is seeking an Insurance Sales Operations/Account Management professional to support placing policies with insurers, ensuring documentation is complete, and maintaining an accurate placement dashboard. You will collaborate across functions, follow up with clients, and submit policies via insurer portals. Bayzat offers remote/hybrid work designed around performance and a merit-based culture, with growth opportunities and supportive leadership.

Qualifications

• Excellent verbal and written communications skills.
• Strong strategic, critical thinking and problem-solving abilities.
• Exceptionally organized with attention to detail.

Responsibilities

• Place policies with insurers.
• Understand documentation requirements from insurers.
• Collect and review client documents for compliance against the Confluence checklist.
• Follow up with clients for documents and escalate if needed.
• Submit policies through insurer portals and email; follow up with insurers.
• Update Salesforce Policy Placement Dashboard daily to ensure accuracy and turnaround times.

Skills

Verbal and written communication

Strategic and critical thinking

Problem-solving

Organized and detail-oriented

Cross-functional relationships

Job description

Bayzat Philippines is seeking an Insurance Sales Operations/Account Management professional to support placing policies with insurers, ensuring documentation is complete, and maintaining an accurate placement dashboard. You will collaborate across functions, follow up with clients, and submit policies via insurer portals. Bayzat offers remote/hybrid work designed around performance and a merit-based culture, with growth opportunities and supportive leadership.