Customer Engagement Supervisor

Ensure team members handle inbound and outbound calls, email correspondence, and customer inquiries with professionalism and efficiency, maintaining high service standards. Monitor the team’s progress on onboarding tasks and proactively address bottlenecks to meet timelines. Promote and reinforce best practices for building and maintaining strong, positive relationships with customers, fostering trust and loyalty. Review customer communication records to ensure accuracy, consistency, and adherence to company standards. Monitor customer feedback and satisfaction levels, proactively addressing concerns and ensuring a positive experience.

Ensure team members handle inbound and outbound calls, email correspondence, and customer inquiries with professionalism and efficiency, maintaining high service standards.

Monitor the team’s progress on onboarding tasks and proactively address bottlenecks to meet timelines.

Promote and reinforce best practices for building and maintaining strong, positive relationships with customers, fostering trust and loyalty.

Review customer communication records to ensure accuracy, consistency, and adherence to company standards.

Monitor customer feedback and satisfaction levels, proactively addressing concerns and ensuring a positive experience.

Enforce adherence to established workflows and procedures for data validation, document review, and regulatory checks. Maintain organized and accurate records to support internal and external audits. Ensure the team remains compliant with industry standards and legal regulations during all phases of onboarding and customer engagement. Oversees the team’s management of critical tasks, ensuring deadlines are consistently met and proactively addressing potential delays or roadblocks. Identify inefficiencies in task management processes and implement improvements to enhance team productivity and effectiveness Facilitate cross-functional collaboration with internal departments such as operations, sales, and account management to ensure customer needs are met and prioritized. Communicate effectively with leadership to provide updates on team performance, challenges, and opportunities for improvement.

Enforce adherence to established workflows and procedures for data validation, document review, and regulatory checks.

Maintain organized and accurate records to support internal and external audits.

Ensure the team remains compliant with industry standards and legal regulations during all phases of onboarding and customer engagement.

Oversees the team’s management of critical tasks, ensuring deadlines are consistently met and proactively addressing potential delays or roadblocks.

Identify inefficiencies in task management processes and implement improvements to enhance team productivity and effectiveness

Facilitate cross-functional collaboration with internal departments such as operations, sales, and account management to ensure customer needs are met and prioritized.

Communicate effectively with leadership to provide updates on team performance, challenges, and opportunities for improvement.

Supervise the review and validation of customer information to ensure data accuracy, consistency, and compliance with regulatory guidelines. Ensure team members analyze and verify customer-submitted documents for completeness and compliance before onboarding records are activated. Support the creation and maintenance of onboarding records and ensure the readiness of customer accounts for activation. Oversee accurate documentation of customer interactions, updates, and task progress in internal systems, ensuring transparency and reliable reporting.

Supervise the review and validation of customer information to ensure data accuracy, consistency, and compliance with regulatory guidelines.

Ensure team members analyze and verify customer-submitted documents for completeness and compliance before onboarding records are activated.

Support the creation and maintenance of onboarding records and ensure the readiness of customer accounts for activation.

Oversee accurate documentation of customer interactions, updates, and task progress in internal systems, ensuring transparency and reliable reporting.

.

​Benefit offerings outside the US may vary by country and will be aligned to local market practice. The eligibility and effective date may differ for some benefits and for team members covered under collective bargaining agreements.