Insurance Specialist (Success)

Coverflex; A distancia; EUR 25.000 - 35.000; Jornada completa

Descripción de la vacante

A benefits compensation platform is seeking an Insurance Specialist to manage health insurance clients in Spain. This role involves ensuring client satisfaction, compliance, and product knowledge. The ideal candidate will own a portfolio of clients and act as a trusted advisor, navigating complex insurance regulations. Strong experience in healthcare and fluency in both Spanish and English are essential. This position offers a range of benefits, including competitive salary and opportunities for equity participation.

Servicios

Stock Options under our Equity Incentive Plan

Competitive salary

Bonus / Commissions

Formación

• Must have proven experience in health insurance.
• Must be fluent in Spanish and English.
• Must hold a level 2 Insurance Mediation/Distribution License.

Responsabilidades

• Own and manage a portfolio of health insurance clients.
• Ensure long-term success and regulatory compliance.
• Act as a trusted advisor to clients.

Conocimientos

Proven experience in the insurance industry

Fluent Spanish and English

Strong client advisory skills

Ability to explain complex insurance concepts

Strong analytical and organizational skills

Educación

Valid license to operate as an insurance intermediary in Spain

Herramientas

Internal Insurance Platform

CRM

Notion

Slack

Descripción del empleo

🧡 Coverflex

Work changed. Pay didn’t.

Coverflex exists to make compensation work for everyone.

Pay is still rigid, fragmented, and hard to feel.

We turn compensation into choice — one platform, one card, one app — for benefits, meal allowance, insurance and more.

Our platform is simple for HR and meaningful for employees.

We provide choice, smarter compensation tools and empowerment.

⚙️ TL;DR (The Essentials)

Role: Insurance Specialist (Success)Seniority Level: IntermediateType: Individual ContributorLanguages: English (internal communication & documentation) / Spanish (client-facing)Main Tools: Internal Insurance Platform, CRM, Notion, SlackRegulatory requirement: level 2 Insurance Mediation/Distribution License (or higher)Location: Remote (Spain)Contract Type: Permanent

Compensation:- Base Salary: €25,000 – €35,000- Bonus / Commissions: OTE 80/20- Equity: Yes – Stock Options under our Equity Incentive Plan- Benefits: You can check them below (end of the page)

💥 Your Impact

You’ll be responsible for owning and managing a portfolio of health insurance clients in Spain, ensuring long-term success, regulatory compliance, and a high-quality experience.

This role is critical to how Coverflex delivers insurance locally. You’ll act as a trusted advisor to clients and a subject-matter expert internally, shaping both client outcomes and product evolution.

You’ll know you’re successful when, after 90 days, you’ve…

• Taken full ownership of your assigned client portfolio and renewal cycles
• Built trusted relationships with HR and Finance stakeholders at client companies
• Become fluent in Coverflex’s health insurance products and insurer partners
• Successfully supported client onboarding, renewals, and broker migrations
• Established strong collaboration with Sales, Ops, and Customer Success

How we’ll measure success:

• Portfolio retention and renewal success
• Client satisfaction and issue resolution quality
• Accuracy and confidence in policy interpretation and recommendations
• Operational excellence across onboarding, renewals, and migrations

⚡ Reality Check – What Makes This Role Hard

Let’s be real this isn’t a passive admin role.

You’ll be working in a highly regulated insurance market, managing complex products, insurer constraints, and client expectations simultaneously.

Here’s what you’re signing up for:

• Navigating Spanish insurance regulation and compliance requirements
• Managing detailed policy terms and insurer-specific processes
• Coordinating across multiple internal teams to resolve client issues
• Operating in a fast-scaling environment where processes evolve

👤 You

Must-haves (evidence, not years)

• Proven experience in the insurance industry, ideally health insurance
• Fluent Spanish and English
• Valid license to operate as an insurance intermediary in Spain (at least level 2)
• Strong client advisory skills with a customer-first mindset
• Ability to clearly explain complex insurance concepts
• Strong analytical and organisational skills
• Comfortable working in evolving, sometimes ambiguous environments
• Collaborative, cross‑functional working style

Nice‑to‑have

• Experience with life insurance or additional employee benefits
• Negotiation experience with insurance providers
• Exposure to sales teams or client‑facing commercial roles

🧬 Your DNA

• Detail‑oriented and reliable
• Calm under pressure
• Clear, structured communicator
• Ownership‑driven and accountable
• Curious and eager to learn

You’ll probably find this frustrating if…

• You dislike regulated environments or compliance requirements
• You prefer repetitive, low‑variation work
• You avoid direct client interaction
• You need rigid processes and zero ambiguity

👥 Manager & Team

Hiring Manager: Antonella Lavanca - Head of Customer Success
Location: Spain

Your Team

You’ll work day‑to‑day with:

• The Success team: Nicole Losso
• The Sales team: Marta Aguilar, Mauro Magni, Marta Saldaña, Juan Carlos, Jorge Leis
• Others: Andres Quiles (Insurance Director), Hector Carrascal (Insurance) and Julia Abarca (Country Manager)

Key Stakeholders:

• Sales
• Product
• Operations
• Support
• Marketing

Team Rituals:

• Weekly CS Meeting
• Weekly Team Spain Meeting
• Weekly CS and Product Meeting
• Be‑weekly CS and Ops Team Meeting
• Ongoing 1:1s focused on activity, follow‑up, and improvement

📬 Application Clarity

• No cover letter required
• Apply with your CV
• You may be asked a few short, relevant questions

Total candidate time investment: ~3 hours end‑to‑end

🧩 Hiring Stages (What to Expect, Why & How Long)

1. Applications Screen — Signal check vs must‑haves

• Done by People + Hiring Manager.

• You’ll hear from us within 8 business days.

2. Role‑Fit Questionnaire (async)

Purpose: capture signals your CV can’t (languages, tools, scenario judgement) and calibrate seniority.

Format: a few questions.

3. Hiring Manager Interview - Mutual fit & context • 45 min

Structured around outcomes, decisions, and collaboration.

4. Technical Interview - Deep dive into your work • 30 min

Focused on specifics of the role and knowledge needed.

4. People Interview - Allow us to know you better! • 30 min

With People. Stress‑free virtual coffee, focused on getting to know you as a person. We talk about culture, beliefs, and purpose.

5. GM Interview - Vision and strategy for the market • 30 min

6. Final Conversation (CEO) — Values, strategy, and your growth • 30 min

Optional: References (2–3 people who’ve seen your recent work) - async.

⏱️ Speed & Communication

• Decision: within 4 weeks of your application.
• Updates: weekly if the process runs longer.
• Scheduling: interviews between 10:00–16:00 CET (flexible across Europe).

🤖 AI & Hiring Tools Transparency

We use a few tools to reduce bias and improve documentation, not to make hiring decisions.

• Teamtailor anonymisation: profiles are reviewed without relying on names/personal identifiers.
• Meeting recorder (e.g., Talka.ai): may be used to capture interviews so we can focus on the conversation.
• ChatGPT: may be used to turn interview notes/transcripts into clear, structured summaries.

Important: every application is reviewed by a human, and no decision or rejection is made by AI. If recording is used, we’ll be transparent and (where required) ask for consent.

💜 Access & Belonging (Equal Opportunity)

We hire for impact and potential, not pedigree.

We welcome applications from people with non‑linear careers, career breaks, caregiving gaps, and those changing fields.

No discrimination on the basis of age, disability, gender identity/expression, marital or family status, pregnancy, neurodivergence, race/ethnicity, religion/belief, gender, sexual orientation, or any other protected ground.

Assessment fairness:

We anchor on evidence of outcomes (what you shipped, moved, or influenced).

We actively de‑bias by using structured rubrics, multiple assessors, and blind screening most of the time (we won’t know your name, gender, or personal info until the interview stage).