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Placement & Solutions Specialist

Key Facts

Remote From: 
Full time
Mid-level (2-5 years)
English, Spanish

Other Skills

  • Analytical Skills
  • Problem Solving
  • Organizational Skills
  • Adaptability
  • Curiosity
  • Communication
  • Teamwork
  • Time Management

Roles & Responsibilities

  • 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

Requirements:

  • 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 solutions quickly
  • Build a consistent quotation rhythm that meets defined SLAs

Job description

🧡 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: Placement & Solutions Specialist
Seniority Level: Junior
Type: Individual Contributor
Languages: English (main) / Spanish (fluent)
Main Tools: HubSpot, Notion, Slack
Regulatory requirement: level 2 Insurance Mediation/Distribution License (or higher)
Location: Remote (Spain)
Compensation:

  • Base Salary: €23,000 – €30,000

  • Equity: Yes – Stock Options under our Equity Incentive Plan

  • Benefits: you can check them below (at the end of the page)

  • Contract Type: Permanent

💥 Your Impact

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

⚡ Reality Check - What Makes This Role Hard

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

👤 You

Must-haves (evidence, not years)

  • 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 — you're comfortable navigating complex workflows in a fast-changing environment

Nice-to-have

  • Experience negotiating with insurance partners to get the best outcomes for clients

  • Strong analytical skills — you're confident reading policy details and making informed recommendations

🧬 Your DNA

  • Problem-solver: when an insurance challenge lands on your desk, you dig in — you know the products, the processes, and how to unblock things fast

  • Collaborative by nature: Sales, CS, Ops, Marketing, Tech — you move across teams without friction

  • Knowledge multiplier: you become the go-to reference for health, pension, and life insurance — and you're happy to share what you know

  • Adaptable and curious: the insurance landscape keeps evolving, and so do you

You’ll probably find this frustrating if…

  • You need a super structured and clearly defined work setup to perform at your best

  • You prefer working in silos rather than cross-functionally

  • You're not comfortable with ambiguity or a fast-moving environment

👥 Manager & Team

Meet Your Manager

Hiring Manager: Eduardo Gaspar Rull - Head of Sales
Location: Spain
LinkedIn Profile: https://www.linkedin.com/in/eduardogasparrull/

Profile Snapshot:

  • Energy: Pragmatic, action-oriented, fast-paced, fun

  • Communication: Clear, concise, and straightforward

  • Feedback Style: Honest, constructive, and continuous, no surprises

How to work with me - in the Manager's own words:

“Fast-paced, collaborative, and with high expectations for execution and accountability. You will receive autonomy, trust, and support, but also be challenged to grow quickly and deliver strong results. Transparency and open communication are non-negotiable.”

Your Team

You’ll work day-to-day with:

Team Rituals:

  • Weekly Team Spain Meeting

  • Ongoing 1:1s focused on activity, follow-up, and improvement

💜 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).

📬 Application Clarity

No cover letter required.
Apply with your CV in English.
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 ScreenSignal 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. People Interview - Allow us to know you better! • 45 min
With People. Stress-free virtual coffee, focused on getting to know you as a person. We talk about culture, beliefs, and purpose.

4.Technical Interview - Technical deep dive • 30 min
Focused on insurance topics and industry knowledge relevant to the role.

Optional: References (2–3 people who’ve seen your recent work) - async.

🤖 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., Talka.ai): 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.

⏱️ 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).

  • Feedback: from the Case stage onwards, you’ll always receive written or verbal feedback - what went well, and what to strengthen next time.

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