Key Account Manager (Insurance)
🧡 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: Key Account Manager (Insurance)
Seniority Level: Intermediate / Senior
Type: Individual Contributor
Languages: English (main) / Spanish (fluent, so you can actually sell)
Main Tools: HubSpot, LinkedIn Sales Navigator, Notion, Slack
Regulatory requirement: level 2 Insurance Mediation/Distribution License (or higher)
Location: Remote (Spain)
Compensation:
-
Base Salary: €45,000 – €55,000
-
Bonus / Commissions: OTE 70/30
-
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 accelerate revenue growth in Spain by expanding existing customer accounts through structured upsell and cross-sell of insurance products , while strengthening long-term customer relationships.
You’ll play a crucial role in sustainable growth by maximising customer lifetime value, ensuring customers receive the right insurance solutions as they evolve, and reinforcing Coverflex as a trusted partner in employee benefits and health insurance.
You’ll know you’re successful when, after 90 days, you’ve…
-
Built a clear expansion pipeline across your portfolio and started converting opportunities into revenue
-
Established strong relationships with key customer stakeholders (HR + Finance)
-
Developed a consistent, repeatable outreach rhythm (meetings, calls, follow-ups)
-
Proven you can balance volume with quality conversations and consultative selling
How we’ll measure success:
-
Main KPI 1: Upsell and cross-sell revenue generated from existing accounts
-
Main KPI 2: Number of expansion opportunities identified, qualified, and closed
-
Main KPI 3: Portfolio engagement metrics (meetings booked, calls made, conversion rates)
⚡ Reality Check - What Makes This Role Hard
Let’s be real, this is not a “relationship manager” role where things just flow.
Here’s what makes it challenging:
-
You’ll manage a high volume of accounts and still need to maintain quality, value-driven conversations
-
Even with existing customers, you’ll face objections like “we don’t need this now” or “we already have a solution”
-
You’ll navigate multiple decision-makers, especially HR + Finance who may have different priorities
-
You’ll need to be consistent with high volume (calls/emails every day) while keeping energy and focus high
-
You’ll be expected to hit targets in a consultative environment where trust-building and timing matter.
👤 You
Must-haves (evidence, not years)
-
Proven track record in health insurance, life insurance, and pensions.
-
Level 2 Insurance Mediation/Distribution License (or higher)
-
Proven B2B Sales or Customer Success experience with commercial responsibility
-
Comfortable owning expansion conversations across stakeholders (HR + Finance)
-
Highly organised and disciplined managing portfolio activity and follow-ups
-
Confident hitting targets through structured execution and pipeline discipline
-
Strong CRM mastery (e.g., HubSpot / Salesforce)
Nice-to-have
-
End-to-end sales cycle management experience (discovery → close)
- Experience in employee benefits
- SaaS / tech startup background
-
Public speaking, training, or webinar hosting experience
🧬 Your DNA
-
Resilient: you can hear “not now” 10 times and still show up sharp on call 11
-
Proactive: you don’t wait for accounts to ask, you create opportunities
-
Growth-oriented: feedback fuels you, it doesn’t trigger you
-
Organised + data-driven: your pipeline isn’t “in