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.