Take on a pivotal leadership role as a Client Experience Leader for a respected brokerage in Alberta. Shape service standards, mentor teams, and ensure operational excellence for both Commercial and Personal Lines. This position involves leading and developing service teams by coaching Commercial Account Managers and Personal Lines teams.

You will oversee daily operations and ensure compliance through file reviews and QA checks. As the EPIC system champion, you'll drive data accuracy and reporting while monitoring key performance indicators. Key Responsibilities:

- Lead and mentor service teams in daily operations
- Conduct file reviews and audits for compliance
- Champion the EPIC system for workflow optimization
- Monitor KPIs and retention metrics effectively
- Engage with clients on complex accounts as needed Requirements:
- 7+ years in Commercial/Personal Lines brokerage
- Alberta General Insurance License – Level 2 required
- Advanced Applied EPIC proficiency
- Experience in leading licensed service teams
- Skilled designations like CAIB or CIP preferred Utilize your expertise in service excellence and leadership to significantly impact the brokerage's success across Alberta.

📌 Leadership Role in Client Experience Alberta (Calgary)
🏢 JobsMedia.io
📍 Calgary