Insurance Specialist
Coverflex
1 hora atrás
•Nenhuma candidatura
Sobre
- About Us
- Compensation is more than a paycheck, and traditional approaches don't adequately reflect it or the way people work today.
- We're on a mission to change that. We see compensation as everything a company gives its people in return for the work they do. It should be easier to understand, offer, manage and spend.
- Long-term, we're working towards becoming the place where compensation happens and is managed by those who award and receive it. We're on our way to coining the term "Compensation-as-a-service".
- We’re proud to be backed by leading European VC funds, having raised over €20 million.
- About You
- You have 3+ years of experience in the insurance industry, with a solid understanding of different insurance products.
- You are fluent in Portuguese and English (Portuguese for customer interactions, English for internal communication and documentation).
- You hold a PDEADS Certificate and fully meet the regulatory requirements to operate in this space.
- You have a customer-first mindset, with a proven ability to empathise, communicate clearly, and deliver high-quality service.
- You have strong analytical skills, and feel confident interpreting policy details and providing informed recommendations.
- You are self-motivated, organised, and comfortable navigating complex workflows in a fast-changing environment.
- You’re a collaborative team player, happy to work cross-functionally and share insights with others.
- You are adaptable and open to learning, especially as the insurance landscape continues to evolve.
- Nice to haves
- Experience with health and life insurance a plus.
- A track record as a skilled negotiator, securing advantageous terms with insurance partners.
- Sales exposure or experience working closely with sales teams in insurance or financial services.
- The Role
- As an Insurance Specialist, you will act as a portfolio manager, owning a client base and ensuring long-term success.
- On a typical day, you will...
- Be the go-to expert on health insurance, advising clients on the best coverage options, managing renewals, and helping them navigate the insurance landscape with confidence.
- Bring your technical knowledge to client conversations, explaining policy details, and answering complex questions around coverage.
- Troubleshoot insurance-related challenges, applying your product and process expertise to resolve issues, remove blockers, and ensure smooth delivery.
- Lead the activation and migration of clients from other brokers, ensuring a seamless onboarding experience in coordination with the Ops team.
- Collaborate cross-functionally with Sales, Customer Success, Operations, Marketing, and Tech teams to deliver a seamless client experience.
- Share feedback with the Product & Tech teams, helping us improve our health insurance offering and internal workflows based on client needs and market trends.
- Stay ahead of industry developments, from regulatory changes to new product opportunities.
- Salary range
- Our offers are based on the annual salary cost for the company and for this position, we have a budget of 30.000€ to 38.000€.
- Translating to everyday language, it would be a total gross package of 21.000€ up to 28.000€ plus other benefits you can check below.
The stages for this hiring process are usually
- CV Screening;
- Pre-Interview quiz;
- Interview with Hiring Manager;
- Interview with People team;
- Interview with Country;
- Final interview with co-founder.
Equal opportunity employer
- Coverflex is an equal opportunity employer. All applicants will be considered and analysed regardless of ethnicity, religion, gender identity, sexual orientation, national origin, age, or disability status.




