Insurance Account Manager

Coverflex

5d•Remote

About The Position

Insurance at Coverflex sits somewhere between sales, advisory and getting things done. You’ll own insurance opportunities end to end, combining the commercial relationship with the technical work required to turn a customer need into the right insurance solution. That means talking to customers, understanding what they need, working with insurers to build and negotiate proposals, managing quotations and placement, and ultimately helping us turn those opportunities into revenue. We’re deliberately looking for someone who can do both sides of the job. You’re commercially comfortable, but you also understand insurance well enough to manage the process without handing everything over once the customer says yes. This isn’t a traditional SaaS Account Executive role, and it isn’t a back office insurance role either. You’ll need to move comfortably between the customer and the insurer. Sometimes you’ll be discussing a solution with HR or Finance. Sometimes you’ll be negotiating conditions with an insurer. Sometimes you’ll be chasing documentation, correcting missing information or following up repeatedly to get a policy issued. Insurance processes aren’t always beautifully streamlined, so getting things across the line requires persistence, organisation and strong industry knowledge. You’ll also work across opportunities of different sizes and complexity. As we automate more of the simpler quotation work, your expertise will increasingly matter on larger or more complex accounts where negotiation, judgement and relationships make a real difference.

Requirements

5+ years experience working in the Spanish insurance market, ideally within a broker or brokerage environment
Level 2 Insurance Mediation/Distribution License or higher
Strong knowledge of corporate insurance, particularly health insurance
Experience managing insurance customers or portfolios with commercial responsibility
Comfortable identifying opportunities, advising customers and closing business
Able to build strong relationships with insurers and navigate their organisations effectively, negotiating conditions, creating leverage and knowing who to involve to move complex opportunities forward.
Confident working with different customer stakeholders, particularly HR and Finance
Strong organisation and follow through across multiple customers, insurers and processes
Fluent Spanish and comfortable working in English
Commercial: comfortable talking about value, negotiating and being accountable for revenue
Insurance fluent: understand the technical side well enough to move from customer need to viable solution
Persistent: when a quotation or activation requires ten follow ups, the eleventh doesn’t scare you
Influential: understand that insurance is a relationship driven industry. Build credibility, read stakeholders well and know when to negotiate, push, escalate or invest in a relationship for the longer term.
Pragmatic: care more about getting the right solution implemented than protecting artificial boundaries between “sales” and “placement”
Organised: customers, carriers, proposals and next steps don’t live inside your head
Consultative: can build trust without becoming purely reactive or relationship driven
Collaborative: work closely with Sales, Customer Success and the wider Insurance team rather than operating as a solo commercial function

Nice To Haves

Experience across additional employee insurance products such as life and pensions
Existing relationships with insurers in the Spanish market
Experience managing larger or more complex corporate accounts
Experience with renewals and portfolio management
Experience using CRM tools such as HubSpot or Salesforce
Previous startup or SaaS experience

Responsibilities

Own insurance opportunities end to end, combining the commercial relationship with the technical work required to turn a customer need into the right insurance solution.
Talk to customers, understand what they need, work with insurers to build and negotiate proposals, manage quotations and placement.
Help turn opportunities into revenue.
Build credible relationships with customers and key insurance partners.
Independently navigate insurers, proposals, documentation and follow ups.
Become a trusted insurance reference for the wider Sales and Customer teams.
Negotiate conditions with an insurer.
Chase documentation, correct missing information or follow up repeatedly to get a policy issued.
Manage larger or more complex accounts where negotiation, judgement and relationships make a real difference.