Insurance Specialist

Coverflex

Portugal
Base: €30.000-€35.500; equity: yes – stock options...
On-site
Manage insurance client portfolio
Resolve insurance complexity
Improve insurance operations scalability
Manage a portfolio of insurance clients, ensuring a high-quality experience across operations and relationship management

Job Summary

  • Manage a portfolio of insurance clients, ensuring a high-quality experience across operations and relationship management.
  • Your mission is to retain customers, resolve complexity, and improve how insurance operations scale at Coverflex.
  • You’ll work day-to-day with a team of insurance specialists and key stakeholders including Placement, Customer Success Managers, and Sales.

Matching Summary

Manage a portfolio of insurance clients, ensuring a high-quality experience across operations and relationship management.

Salary

Base: €30.000-€35.500; Equity: Yes – Stock Options; Benefits: check them below

Skills & Requirements

Must-have

  • Manage insurance client portfolio
  • Resolve insurance complexity
  • Improve insurance operations scalability
  • Handle high volume of requests
  • Manage sensitive customer situations
  • Portuguese and English fluency

Nice-to-have

  • Ownership mindset
  • Customer-centric approach
  • Detail-oriented problem solver
  • Structured and improvement-driven

Key Requirements

  • Insurance broker/agent certification
  • 5+ years insurance sector experience
  • Corporate or enterprise client management
  • High autonomy and strategic portfolio management
  • Strong professional communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter