Revenue Support Specialist

Coterie

7d • $50,000 - $65,000 • Remote

About The Position

The Revenue Support Specialist provides administrative and operational support to the Revenue team by helping resolve day-to-day requests, coordinating information across departments, and ensuring sales representatives have the resources they need to serve agency partners effectively. This role is key in removing obstacles that slow down revenue-generating activities. Acting as an extension of the Revenue team, the Revenue Support Specialist helps improve productivity, streamline communication, support enablement efforts, and ensure sales reps have the tools, information, and operational support needed to be successful.

Requirements

• 3+ years of experience in insurance, sales support, distribution operations, customer success, account management, agency operations, or a related field
• Strong understanding of insurance operations and agency relationships
• Excellent organizational and problem-solving skills
• Strong attention to detail and ability to manage multiple priorities simultaneously
• Exceptional communication, follow-up, and stakeholder management skills
• Customer-first mindset with a strong sense of urgency
• Ability to work independently, take initiative, and drive issues to resolution
• Applicants must have authorization to work in the United States without the need for sponsorship now or in the future.

Nice To Haves

• Experience supporting sales, distribution, or customer-facing teams
• Familiarity with MGA, carrier, agency, or broker operations
• Experience working in Salesforce or similar CRM platforms
• Experience with Microsoft Office Products
• Experience supporting training, onboarding, enablement, or operational communications
• Experience documenting processes and identifying operational improvements

Responsibilities

• Support the Revenue team by researching issues, tracking down information, and coordinating responses across internal teams.
• Assist with internal agency-related inquiries, operational requests, and follow-up activities.
• Maintain visibility into open issues and ensure timely resolution.
• Assist Revenue navigate internal systems, processes, and support channel.
• Identify gaps in the Revenue team's toolkit, knowledge base, and operational resources and communicate to Marketing.
• Assist with onboarding new Revenue team members and ensuring they have access to necessary tools and information.
• Partner with Revenue Operations to support field readiness and adoption of new tools and processes and identify ongoing training opportunities.
• Assist onboarding team with maintenance of monthly reports.
• Identify and Escalate issues appropriately and ensure concerns are addressed in a timely manner including updating stakeholders.
• Maintain accurate records and follow established processes.
• Support reporting, visibility, and operational tracking efforts.
• Identify opportunities to streamline workflows, reduce manual effort, and improve efficiency.
• Support Revenue Operations initiatives and special projects as needed.
• Deliver a high-quality service experience for internal stakeholders.
• Demonstrate urgency, professionalism, accountability, and follow-through.
• Support retention and revenue growth by ensuring a smooth operating experience.
• Provide efficient operational support to improving Revenue team productivity.

Benefits

• 100% remote
• Health insurance through Aetna (we pay 100% of premiums)
• Dental and vision insurance through Guardian (we pay 100% of premiums)
• Basic life insurance (we pay 100% of premiums)
• Access to flexible spending account (FSA) or health savings account (HSA) (for those using HSA eligible plans)
• 401K plan (up 4% match with immediate vest). Must be 21 years of age or older to participate
• Flexible PTO policy offering employees up to 4 weeks of PTO in their first 12 months. Thereafter, PTO usage aligns with company standards and typically does not exceed 5 weeks per calendar year.
• 12 company-paid holidays each year
• Continuing education annual stipend

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed