Customer Engagement Partner
Core
Key connector between brokers and service capability, ensuring seamless onboarding, operational support, and high-quality service delivery across a national network.
Role type
Customer Engagement Partner (Service Delivery & Broker Support)
Builds
Operational support model for insurance brokers
Domain
Insurance / Brokerage / Service Operations
Required skills
Broker pipeline management, onboarding coordination, service delivery oversight, stakeholder escalation, cross-functional coordination, performance monitoring, continuous improvement, data analysis, relationship building, complex negotiation
Preferred skills
Insurance broking experience, understanding of broker operations, customer-first mindset, influence and advocacy
Technologies
None stated
Responsibilities
Manage broker pipeline and demand, lead new broker onboarding, oversee service delivery against SLAs, act as key escalation point, coordinate internal and offshore teams, monitor service performance and trends, drive continuous improvement initiatives