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: Customer Success Manager - Insurance
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
- 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:
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 Nogueira
* 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., ): 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).