Insurance Ops Specialist
🧡 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 Ops Specialist
Seniority Level: Intermediate
Type: Individual Contributor
Languages: English (main) & Portuguese mandatory. Spanish or Italian a plus
Main Tools: Notion, Slack, Zendesk
Location: Remote (Europe only)
Compensation:
Base Salary: Range between €17.000 and €18.000
Bonus / Commissions: No
Equity: Optional / Yes – Virtual Stock Options under our Equity Incentive Plan
Benefits: As per below
Contract Type: Permanent
💥 Your Impact
Your role will play a major role in our success because…
The Insurance Operations Specialist plays a key role in advancing the company’s mission by ensuring that our insurance processes are reliable, efficient, and scalable.
By strengthening operational controls and maintaining compliance, this position helps protect the organisation from risk and supports long-term sustainability. Efficient policy administration and streamlined workflows allow the company to deliver consistent, high-quality service to clients, directly reinforcing our commitment to trust, transparency, and excellence.
Additionally, by optimizing backend operations, this role enables commercial and leadership teams to focus on strategic growth and innovation. In this way, the position not only supports daily operations but also contributes to achieving our broader mission of sustainable growth, operational excellence, and superior client experience.
You’ll know you’re successful when, after 90 days, you’ve…
→ Gained full control and visibility over all insurance operations processes
→ Taken ownership of current insurance workflows, ensuring proper documentation and standardization
→ Improved operational efficiency and reduce the risk of errors through process optimization and stronger controls.
How we’ll measure success:
1. Gain full control and visibility over all insurance operations processes
Success will be measured by:
- Completion of a full operational process mapping within the first 90 days
- Clear identification of bottlenecks, risks, and improvement opportunities
- Implementation of a centralized tracking or visibility system
2. Take ownership of current insurance workflows, ensuring proper documentation and standardization
Success will be measured by:
- Reduction in process inconsistencies across cases
- Standardization of key workflows and documentation
- Positive internal feedback
3. Improve operational efficiency and reduce the risk of errors
Success will be measured by:
- Reduction in overall processing time
- Decrease in error and rework rate
- Improvement in SLA compliance
⚡ Reality Check - What Makes This Role Hard
Let’s be real - here’s what makes this role challenging:
1. Managing Complex and Variable Workflows
Insurance processes vary by product, insurers, or client type.
Standardizing these workflows while maintaining flexibility can be difficult.
Mistakes in documentation or policy handling can have serious financial or compliance consequences.
2. Balancing Accuracy and Speed
There is constant pressure to process policies requests quickly.
Maintaining accuracy while meeting tight deadlines is a core challenge.
3. Managing Volume and Scale
As the company grows, the volume of policies increases.
In short: the main struggles are complexity, compliance pressure, volume, accuracy vs. speed, cross-team coordination, and change management.
👤 You
Must-haves (evidence, not years)
→ Proven experience in the insurance operations area (mandatory);
→ Strong sense of responsibility, organization, and attention to detail;
→ Analytical ability and autonomy in resolving discrepancies;
Nice-to-have
→ Comfort using digital tools and insurance company portals;
→ Good communication skills and ability to work in a team
→GoogleSheet / Excel skills
→ Experience in (Life, Health, Workers compensation)
🧬 Your DNA
Ownership & Accountability
Takes full ownership of responsibilities and follows issues through to resolution, feels personally accountable for accuracy, deadlines, and outcomes, proactively identifies problems rather than waiting for direction
Detail-Oriented with Strong Judgment
Naturally attentive to detail while maintaining an understanding of the bigger picture, balances precision with efficiency in a deadline-driven environment
Analytical & Problem-Solving Mindset
Approaches issues methodically, using logic and evidence, comfortable navigating ambiguity and incomplete information
Proactive & Self-Driven
Works effectively with minimal supervision once onboarded, anticipates risks, bottlenecks, or reporting issues and addresses them early, continuously looks for ways to improve processes and controls
Strong Communicator & Collaborator
Communicates clearly and confidently, adapts quickly to changing requirements or timelines
👥 Manager & Team
Meet Your Manager
Hiring Manager: Laura Natividade, Insurance Ops Team Lead
Location: Portugal
LinkedIn Profile
Profile Snapshot: I approach tasks with diligence and a mindset focused on results, while also maintaining empathy and understanding in my interactions.
As a manager, I am supportive and empowering. I believe in giving my team autonomy while providing clear guidance and structure. I focus on developing talent, fostering growth, and encouraging accountability. I also prioritize collaboration and creating an environment where people feel comfortable sharing ideas and taking initiative.
Energy: Positive, I try to inspire others, maintain motivation even under pressure, and celebrate achievements, both big and small.
Communication: Clear, transparent, and empathetic. I make sure expectations are understood, questions are welcomed, and information flows smoothly between all. I adapt my style depending on the audience, balancing professionalism with approachability and understanding others’ perspectives.
Feedback Style: Constructive and balanced. I provide actionable feedback in a respectful and supportive way, recognizing successes while highlighting areas for improvement. I encourage two-way conversations, making sure feedback is a dialogue rather than a monologue, and I follow up to support development.
How to work with me - in the Manager's own words:
Working with me is collaborative, supportive, and focused on results. I bring positive energy to the team and encourage open communication, so everyone feels comfortable sharing ideas or asking questions. I am organized and detail-oriented, ensuring processes run smoothly, but I also remain flexible when challenges arise.
I value accountability and clarity, so expectations are always transparent, and I provide guidance while giving people autonomy to take ownership of their work. I’m approachable and empathetic, so I strive to understand different perspectives and help the team succeed together.
Overall, colleagues find me reliable, motivating, and someone who balances getting things done with maintaining a positive and respectful team environment.
Your Team
You’ll work day-to-day with the Insurance Ops team. Below are some of the team members:
💜 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).
📬 Application Clarity
No cover letter required.
Apply with your LinkedIn or upload your CV.
You may be asked a few short, relevant questions.
Total candidate time investment: ~3–5 hours end-to-end.
🧩 Hiring Stages (What to Expect, Why & How Long)
1. CV / LinkedIn Screen — Signal check vs must-haves
• Done by People + Hiring Manager.
• You’ll hear from us within 7 business days.
2. Role-Fit Questionnaire (async)
Purpose: capture signals your CV can’t (languages, tools, scenario judgement) and calibrate seniority.
Format: multiple choice + short answers.
Accessibility: prefer a call? Tell us - we’ll swap for a short chat.
3. Hiring Manager Interview - Deep dive into your work • 45–60 min
Structured around outcomes, decisions, and collaboration.
4. Behavioural Interview - Show how you think • 30-45 min
We assess cultural add, clarity, decision quality, stakeholder thinking, and ethics.
6. Final Conversation (CEO / C-Level) — Values, strategy, and your growth • 30–45 min
Optional: References (2–3 people who’ve seen your recent work) - async.
🤖 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.
⏱️ 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).
Feedback: from the Case stage onwards, you’ll always receive written or verbal feedback - what went well, and what to strengthen next time.
- Team
- Operations
- Role
- Insurance Ops
- Locations
- Portugal
- 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 setup, with on-site get-togethers at least once a year.
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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 help you set up an effective workstation during your first months.
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📚 FlexBudget
A €2,000 yearly budget to invest in your professional development, work tools, equipment, and remote work enablement.
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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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🐱🐶🐹 Family Friendly
2 additional paid weeks on top of the legal maximum Parental Leave. Your birthday + kids’ birthday off.