Operations Analyst

Bayzat; New Lucena; Hybrid; PHP 350,000 - 520,000; Full time

Job summary

Bayzat in the Philippines is seeking an Insurance Sales Operations/Account Management professional with 1–2 years of experience in the insurance industry to support policy placement with insurers, document review, and client follow-ups.

You will coordinate with the Commercial team, update dashboards, ensure turnaround times, and build strong insurer relationships while maintaining meticulous records and compliance.

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

• Place policies with insurers and understand documentation requirements.
• Collect and review documents submitted by clients for accuracy.
• Follow up with clients for documents and escalate when needed.
• Submit policies through insurers portal and via email; follow up with insurers.
• Update the Salesforce Policy Placement Dashboard daily for accuracy and turnaround times.
• Track and update accuracy data for each placement (client, operations, insurer).

Skills

Excellent verbal and written comms

Strategic thinking & problem solving

Organized & detail-oriented

Cross-functional collaboration

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

• 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 escalated 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 the agreed turnaround time
• Track and update the accuracy data for each placement (client, operations and insurer accuracy)

What You Will Need To Have

• 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

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.