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 educational outreach and guidance.
Collabora

📌 Producer Engagement (Jesús María)
🏢 Encora
📍 Jesús María