Insurance Specialist

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.