Insurance Account Manager

This is a fully remote position, open to applicants in Spain.

📋 Description

• Take ownership of insurance opportunities from start to finish, encompassing customer discussions, quotations, and placement.

• Engage with customers to thoroughly understand their insurance requirements.

• Collaborate with insurers to create and negotiate proposals.

• Oversee the management of quotations and policy placements.

• Transform insurance opportunities into new revenue streams.

• Establish credible relationships with customers and key insurance partners.

• Independently navigate insurers, proposals, documentation, and follow-ups.

• Act as a reliable insurance reference for the Sales and Customer teams.

• Discuss solutions with HR and Finance stakeholders.

• Pursue documentation, rectify missing information, and follow up to ensure policies are issued.

• Manage a range of opportunities of varying sizes and complexities.

• Negotiate terms and leverage relationships to advance complex accounts.

• Collaborate with Sales, Customer Success, Marketing, Product, and the broader Insurance team.

• Engage in weekly Sales and Team Spain meetings and maintain ongoing one-on-one discussions.

⛳️ Requirements

• Over 5 years of experience in the Spanish insurance market, preferably in a broker or brokerage setting.

• Level 2 Insurance Mediation/Distribution License or higher.

• In-depth knowledge of corporate insurance, especially health insurance.

• Proven experience managing insurance customers or portfolios with commercial accountability.

• Proficient in identifying opportunities, advising customers, and closing deals.

• Skilled in building robust relationships with insurers and effectively navigating their organizations, negotiating terms, and creating leverage.

• Confident in working with various customer stakeholders, particularly in HR and Finance.

• Excellent organizational skills and the ability to follow through across multiple customers, insurers, and processes.

• Fluent in Spanish and comfortable working in English.

• Experience with additional employee insurance products such as life and pensions is a plus.

• Existing relationships with insurers in the Spanish market are advantageous.

• Experience managing larger or more complex corporate accounts is beneficial.

• Familiarity with renewals and portfolio management is a plus.

• Experience using CRM tools like HubSpot or Salesforce is desirable.

• Submit your CV in English.

🏝️ Benefits

• Stock options under the Equity Incentive Plan.

• Coverflex card.

• Fully remote work setup.

• Annual on-site gatherings at least once a year.

• Provision of a MacBook.

• €500 onboarding budget.

• €2,000 yearly FlexBudget for professional development, work tools, equipment, and remote work facilitation.

• Health Insurance plans, with the option to include family members and modify conditions (depending on the country).

• 25 days of paid vacation annually.

• 3 caring days per year to devote to side projects that have a positive impact on society.

• 2 additional paid weeks beyond the legal maximum for Parental Leave.

• Time off for birthdays and children's birthdays.