Insurance Specialist (Success)

About the position

🧡 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: Intermediate Type: Individual Contributor Languages: English (internal communication & documentation) / Spanish (client-facing) Main Tools: Internal Insurance Platform, CRM, Notion, Slack Regulatory 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 LinkedIn Profile: https://www.linkedin.com/in/antonella-lavanca/ Profile Snapshot: Energy: High-energy, positive and driven. I bring enthusiasm to everything I do and truly believe that energy is contagious. I’m ambitious and results-oriented, but always with a human, empathetic and people-first mindset. I value motivation, ownership and curiosity, and I enjoy working with people who are proactive and eager to grow. Communication: Open, transparent and very direct, always with respect and empathy. I value honest conversations, clear expectations and constructive dialogue. I encourage questions, ideas and healthy debates, and I believe great communication is the foundation of strong teams and long-term success. Feedback Style: Continuous and candid. I believe feedback should be frequent, actionable and two-way. I give feedback with the intention of helping people grow, feel confident and perform at their best, and I expect the same openness in return. Wins are celebrated, and challenges are addressed early and collaboratively. How to work with me - in the Manager's own words: I’m a hands-on leader who truly cares about her team. I trust people, give them autonomy and expect ownership in return. I like structured work, clear priorities and a strong sense of accountability, but always within a supportive and safe environment. I’m deeply involved in my team’s development and success, and I enjoy building long-term relationships based on trust, collaboration and shared goals. 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).

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