Revenue Support Specialist
New
United StatesFull-TimeMiddle
SalaryUSD 50000 - 65000 / year
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Job Details
- Experience
- 3+ years
- Required Skills
- SalesforceMicrosoft OfficeAccount ManagementStakeholder managementCRMCustomer Success
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.
- Experience supporting sales, distribution, or customer-facing teams (preferred).
- Familiarity with MGA, carrier, agency, or broker operations (preferred).
- Experience working in Salesforce or similar CRM platforms (preferred).
- Experience with Microsoft Office Products (preferred).
- Experience documenting processes and identifying operational improvements (preferred).
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.
- Identify gaps in the Revenue team's toolkit, knowledge base, and operational resources.
- Partner with Revenue Operations to support field readiness, tool adoption, and process improvement.
- Assist with onboarding new Revenue team members and maintaining monthly reports.
- Identify and escalate issues appropriately to stakeholders.
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