Revenue Support Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Provide administrative and operational assistance to the Revenue team by addressing daily requests.

• Facilitate communication and information sharing across various departments.

• Ensure that sales representatives are equipped with the necessary resources to effectively support agency partners.

• Investigate issues, gather information, and coordinate responses among internal teams.

• Aid with internal inquiries related to the agency, operational requests, and follow-up tasks.

• Maintain oversight of unresolved issues and ensure prompt resolution.

• Assist the Revenue team in navigating internal systems, processes, and support channels.

• Identify deficiencies in the Revenue team's tools, knowledge base, and operational resources, and relay this information to Marketing.

• Support the onboarding process for new members of the Revenue team.

• Promote field readiness and the utilization of new tools and processes while pinpointing ongoing training opportunities.

• Aid in reporting, visibility, and operational tracking efforts.

• Identify opportunities to optimize workflows, minimize manual tasks, and enhance efficiency.

• Support Revenue Operations initiatives and special projects as required.

• Provide a high-quality service experience to internal stakeholders.

⛳️ Requirements

• Over 3 years of experience in insurance, sales support, distribution operations, customer success, account management, agency operations, or a similar field.

• Strong knowledge of insurance operations and agency relationships.

• Excellent organizational and problem-solving abilities.

• Exceptional attention to detail and capability to manage multiple priorities at once.

• Outstanding communication, follow-up, and stakeholder management skills.

• Customer-centric mindset with a strong sense of urgency.

• Ability to work autonomously, take initiative, and drive issues to resolution.

🏝️ Benefits

• 100% remote work environment.

• Health insurance provided through Aetna (we cover 100% of the premiums).

• Dental and vision insurance available through Guardian (we cover 100% of the premiums).

• Basic life insurance fully paid by the employer.

• Access to flexible spending accounts (FSA) or health savings accounts (HSA) for those utilizing HSA-eligible plans.

• 401K plan with up to 4% matching and immediate vesting (participants must be 21 years of age or older).

• Flexible PTO policy allowing up to 4 weeks of PTO in the first year, with usage thereafter aligned to company standards, typically not exceeding 5 weeks per calendar year.

• 12 company-paid holidays annually.

• Annual stipend for continuing education.