Job Title: Producer Engagement & Support Representative

Key Skills: Customer Service, Producer Engagement, CRM Management, Outbound Campaigns, Relationship Management, Insurance Operations, Salesforce, HubSpot, Communication Skills, Problem Solving

Experience: 1+ years of experience.

Location: Mexico City, Mexico.

Work Modality: On-site in Mexico City, Mexico. Monday through Friday, 6:00 a.m. to 4:00 p.m., aligned with U.S. business hours.

At Coforge, we are looking for a Producer Engagement & Support Representative (#22549) with the following profile.

Main Responsibilities

• Provide professional support to insurance producers through phone, email, and chat channels.
• Respond to inquiries related to systems, processes, submissions, quotes, and operational support.
• Ensure timely and accurate resolution of producer requests.
• Document all interactions and activities within designated systems and CRM platforms.
• Escalate complex issues when necessary.
• Identify and engage inactive producers through structured reactivation campaigns.




• Execute multi-touch engagement strategies including outbound calls, emails, and chat interactions.
• Follow up with producers who have reduced or stopped submitting business.
• Build relationships that encourage renewed participation and increased quoting and binding activity.
• Identify and document the reasons for producer inactivity.
• Gather feedback regarding processes, systems, products, and service experience.
• Recommend appropriate resources and solutions based on producer needs.
• Identify trends and escalate recurring issues impacting producer engagement.
• Classify producers according to engagement levels (Hot, Warm, Cold).
• Maintain accurate and up-to-date records within CRM systems.
• Update activity logs, follow-up actions, and engagement outcomes.
• Assist producers with portal navigation, training materials, reference guides, and system utilization.
• Support onboarding and reactivation initiatives through e

📌 Producer Engagement (Ciudad de México)
🏢 Encora
📍 Ciudad de México