Insurance Specialist

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 Seniority Level: Intermediate Type: Individual Contributor Languages: Portuguese (main) / English (required) Main Tools: Notion, Slack, Lluni, Zendesk, insurer platforms Location: Portugal Contract Type: Permanent Compensation: Base Salary: €30.000-€35.500 Equity: Yes – Stock Options under our Equity Incentive Plan Benefits: check them below (at the end of the page) 💥 Your Impact You’ll manage a portfolio of insurance clients, ensuring a high-quality experience across operations and relationship management. Your mission is to retain customers, resolve complexity, and improve how insurance operations scale at Coverflex. You’ll know you’re successful when, after 90 days, you’ve: Built strong, trust-based relationships with your client portfolio Reduced operational backlog and improved response times Handled cases with high accuracy and reliability Identified opportunities to improve processes and efficiency How we’ll measure success: Main KPI 1: Backlog reduction and case resolution efficiency Main KPI 2: Accuracy and process reliability (error rates, rework) Main KPI 3: Customer retention and satisfaction Main KPI 4: Contribution to process improvements and scalability ⚡ Reality Check – What Makes This Role Hard Let’s be real, this role sits at the intersection of operations, client expectations, and external dependencies . Here’s what makes it challenging: You’ll handle a high volume of requests , where speed matters but mistakes are costly You’ll manage sensitive situations (claims, coverage issues), often with frustrated customers You’ll depend on external partners (insurers) , where timelines and outcomes aren’t fully in your control You’ll constantly balance operational execution with relationship management You’ll need to prioritise effectively in a context where everything can feel urgent 👤 You Must-haves Certification or licensing as an insurance broker/agent 5+ years of experience in the insurance sector (broker, insurer, or large account management) Experience managing corporate or enterprise clients High autonomy and ability to manage a portfolio strategically Strong professional communication skills (written and spoken) Fluent in English and Portuguese Nice-to-have Experience in fast-paced or high-growth environments Familiarity with digital insurance platforms or insurtech solutions 🧬 Your DNA Ownership mindset: you take responsibility for outcomes, not just tasks. Customer-centric: you build trust and handle sensitive situations with empathy and clarity. Detail-oriented: you understand that accuracy is critical in insurance operations. Problem-solver: you don’t escalate problems by default — you work through them. Structured: you can handle volume without losing control or quality. Improvement-driven: you look for ways to make processes faster, better, and more scalable. You’ll probably find this frustrating if… You are reactive instead of proactive You overlook details or struggle with accuracy You avoid difficult customer conversations You struggle to prioritize in high-pressure environments You resist process improvements or operational structure 👥 Manager & Team Meet Your Manager Hiring Manager: Sara Moreira — Insurance Lead Location: Portugal LinkedIn Profile: https://www.linkedin.com/in/sara-moreira-5b8b86104/ Profile Snapshot: Energy: Calm, supportive, and trust-driven Communication: Clear, transparent, and open Feedback Style: Honest, constructive, and focused on growth How to work with me — in the Manager's own words: “Working with me means having a high level of trust and autonomy. I don’t believe in micromanagement — I value responsibility and commitment, and I give people the space to own their work. At the same time, I’m supportive and approachable, always prioritising people’s well-being and creating an environment where they can perform at their best.” Your Team You’ll work day-to-day with: Miguel Franco - https://www.linkedin.com/in/jomifranco/ Carolina Balinha - https://www.linkedin.com/in/carolinabalinha/ Pedro Sousa - https://www.linkedin.com/in/pedro-sousa-ba743b185/ Ricardo Chula - https://www.linkedin.com/in/ricardo-soares-chula-04572494/ Key Stakeholders: Placement Customer Success Managers Insurance Ops KAMs & Sales 💜 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. 📬 Application Clarity No cover letter required. Apply with your CV. You may be asked a few short, relevant questions. 🧩 Hiring Stages (What to Expect, Why & How Long) [TBC] 🤖 AI & Hiring Tools Transparency We use a few tools to reduce bias and improve documentation, not to make hiring decisions. Every application is reviewed by a human. No decision or rejection is made by AI. ⏱️ Speed & Communication [TBC]

Place of work