Insurance Specialist (Success)
🧡 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).
- Team
- Team Spain
- Role
- Customer Success
- Locations
- Spain
- Remote status
- Fully Remote
Perks
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👊 Unique Culture
A team committed to creating a strong and unique culture that celebrates diversity (and weirdness). Learn even further about us on our purpose page!
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👩🏻💻 Fully Remote
A fully remote structure with on-site get-togethers at least twice a year + 1000€/year Remote Work budget.
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💸 Compensation
Competitive and flexible compensation, including our own Coverflex card and stock options to really own our success.
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🖥️ Workstation & Onboarding Budget
A MacBook and a 500€ onboarding budget to improve your workstation.
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👩⚕️ Health Insurance
Health Insurance plans, with the option to add family members and update conditions (*depending on country).
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🌴 Time Off
25 day paid vacation days + 3 caring days per year to work on side projects that support causes with a positive impact on our society.
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📚 Keep Learning
1000€/year budget for your personal and professional development: to buy books, take classes, attend conferences, etc.
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🐱🐶🐹 Family Friendly
2 additional paid weeks on top of the legal maximum Parental Leave. Your birthday + kids’ birthday off.
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