Revenue Support Specialist
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Job Description
Revenue Support Specialist providing operational support for the Revenue team. Enhancing efficiency and coordination within the team while supporting sales representatives in their tasks.
Responsibilities:
- Provide administrative and operational support to the Revenue team by helping resolve day-to-day requests
- Coordinate information across departments
- Ensure sales representatives have the resources they need to serve agency partners effectively
- Research issues, track down information, and coordinate 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
- Support field readiness and adoption of new tools and processes and identify ongoing training opportunities
- 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
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
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
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