Placement & Solutions Specialist

Coverflex

3d•Remote

About The Position

This role exists to strengthen Coverflex's insurance capability by acting as the key link between insurance companies and the sales team. You'll work closely with Account Executives, supporting them with accurate quotations and insurance expertise — ensuring customers get the right solutions, fast. You’ll know you’re successful when, after 90 days, you’ve… Built a consistent quotation rhythm that meets defined SLAs Become the go-to insurance reference for the AE team Established strong working relationships with key insurance company contacts How we’ll measure success: Main KPI 1: SLA compliance Main KPI 2: Volume and accuracy of quotations delivered Let's be real — here's what makes this role challenging: You'll manage multiple stakeholders simultaneously — insurance companies, sales, customer success, and marketing — each with different needs and priorities Things move fast at Coverflex , and keeping up requires you to be detail-oriented, organised, and always one step ahead You'll need to anticipate what's coming before it becomes urgent — reactive isn't enough here

Requirements

3+ years of experience in the insurance industry with solid understanding of different insurance products
Level 2 Insurance Mediation/Distribution License (or higher)
Proven B2B Sales or Customer Success experience with commercial responsibility
Self-motivated and organised
Comfortable navigating complex workflows in a fast-changing environment
Fluent in Spanish

Nice To Haves

Experience negotiating with insurance partners to get the best outcomes for clients
Strong analytical skills — confident reading policy details and making informed recommendations

Responsibilities

Act as the key link between insurance companies and the sales team.
Support Account Executives with accurate quotations and insurance expertise.
Ensure customers get the right insurance solutions quickly.
Build a consistent quotation rhythm that meets defined SLAs.
Become the go-to insurance reference for the AE team.
Establish strong working relationships with key insurance company contacts.
Manage multiple stakeholders simultaneously (insurance companies, sales, customer success, marketing).