Revenue Support Specialist

What will the Revenue Support Specialist do?

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. You are 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

Revenue Team Support

• 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 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

Operational Excellence & Process Improvement

• 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
• Identified as the go-to operational partner for the Revenue team.
• Support Revenue Operations initiatives and special projects as needed

Relationship Management & Service Excellence

• 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
• Be the go-to operational partner for the Revenue team.
• Provide efficient operational support to improving Revenue team productivity

Required Qualifications:

• 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

Preferred Qualifications:

• 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
  
  

Our interview process:

Our hiring process generally consists of 3 phases. The goal is to provide an opportunity for us to learn more about our candidates while allowing them to get to know us as well!

• Phase 1: Qualified candidates will first meet with a member of our People Operations team for a phone interview.  This discussion is a high-level conversation to understand more about your background and interests and for us to share more about Coterie and the position.
• Phase 2: Selected candidates will be invited to meet with our Hiring Manager for a 2nd interview via Teams video. This interview is designed to be more detail oriented and allows you to learn more about the role
• Phase 3: Top candidates will receive an invite for our final interview series via Teams video. This series will include an experiential exercise project (provided in advance), 1:1 interviews with selected team members. The final series is roughly 1.5-3 hours in total but can be scheduled over a few days for flexibility.
  
  

What's in it for you:

Coterie has excellent benefits for all full-time employees. We offer the following:

• 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
• Annual salary estimated between $50,000-$65,000 (paid hourly) based on national data. Candidates who meet all the minimum requirements and possess additional relevant experience, as outlined in the job description, may be considered for a salary above the midpoint of the above range. Salary is based on internal equity; internal salary ranges; market data/ranges; applicant’s skills; prior relevant experience; degrees or certifications, etc. 
  
  

Work Authorization:
At this time, Coterie Insurance is unable to consider candidates who require current or future visa sponsorship. Applicants must have authorization to work in the United States without the need for sponsorship now or in the future. Falsification of an application, including work authorization status, is immediate grounds for dismissal from consideration.