Customer Engagement Representative

The purpose of this position is to support existing policyholders through answering telephone calls, responding to inquiries, fulfilling customer requests, and performing required administrative functions.

  • This position answers general questions and requires basic knowledge of position.
  • Answers calls, performs research, processes customer requests, documents as appropriate, and responds both verbally and through writing. May also make outbound calls.
  • Asks appropriate questions and serves as a resource of information when attempting to retain existing business.
  • Enters all information related to the call for tracking and reporting purposes.
  • Develops relationships with both internal and external customers.
  • Elevates reoccurring issues to management.


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