Elevate client relations as a seasoned Client Experience Leader. Guide and mentor teams while overseeing operations and enhancing service quality through effective coaching and compliance measures.
In this senior role, you'll lead and support Commercial Account Managers, Assistant Account Managers, and Personal Lines teams. Your focus will be on ensuring operational excellence through regular file reviews, quality assurance, and compliance checks. Collaborate with stakeholders and clients on escalated accounts while leveraging advanced systems for data accuracy and reporting.
Key Responsibilities:
• Lead and mentor service teams in daily operations
• Conduct file reviews and renewal audits for compliance
• Champion EPIC system utilization and accuracy
• Monitor KPIs and retention metrics through dashboards
• Identify workflow efficiencies for continuous improvement
Requirements:
• 7+ years in Commercial/Personal Lines brokerage
• Level 2 Alberta General Insurance License required
• Advanced skills with Applied EPIC reporting
• Proven leadership in licensed service teams
• Robust understanding of commercial and personal lines
Drive client satisfaction and operational excellence through enhanced mentorship and guidance in this pivotal role.
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