Found Description
Who We Are
Bayzat is an innovative SaaS platform focused on HR, Payroll, Finance and Insurance, committed to empowering companies with employee benefits solutions and streamlined processes.
High-impact Responsibilities You Will Be Entrusted With
- Place policies with insurers.
- Understand documentation requirements from all insurance companies.
- Collect and review documents submitted by clients to ensure compliance, referring to Confluence checklist and placement process for accuracy.
- Follow up with clients for documents and escalations to Commercial team leaders when necessary.
- Submit policies via insurer portals and email and follow up with insurers.
- Update and monitor the Salesforce Policy Placement Dashboard daily to ensure compliance with agreed turnaround time.
- Track and update accuracy data for each placement (client, operations and insurer accuracy).