Location
quezon, palawan, Philippines
Posted
June 23, 2026
Job Description
Bayzat is a leading SaaS platform for employee benefits, payroll, finance, and insurance, dedicated to empowering companies to streamline people processes and payments.
Responsibilities
- Placing policies with insurers.
- Understand the documentation requirements from all insurance companies.
- Collect and review documents submitted by clients to ensure compliance with necessary 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 insurer’s portal and via email) and follow up with insurers.
- Update and monitor the Salesforce Policy Placement Dashboard daily.
- Ensure compliance with the agreed turnaround time.
- Track and update the accuracy data for each placement (client, operations, and insurer accuracy).