Job description

The Senior Consumer Account Manager at Bayzat is responsible for driving client engagement, satisfaction, and renewals across insurance products while optimizing operational and service processes. The role involves preparing insurance quotations for new and existing clients, liaising with insurance companies and brokerage partners, and managing policy documentation. The position ensures proactive communication with clients via email, phone, and messaging platforms, building rapport, and cross-selling additional products. The manager is responsible for educating clients on Bayzat Health applications, redesigning service and renewal processes to enhance efficiency, and partnering with technology teams to optimize the Bayzat platform for user experience. The role requires maintaining CRM records, developing and delivering ongoing customer service and sales training, monitoring key performance metrics, and staying updated on market or industry changes. Operating within a high-growth SaaS and HRTech environment, the position requires collaboration with internal and external stakeholders, problem-solving, and maintaining strong client relationships to achieve company objectives.