Become a pivotal Client Experience Leader for a respected brokerage in Alberta. Drive operational excellence while mentoring teams in both Commercial and Personal Lines.
This key leadership role focuses on shaping service standards and enhancing client relationships. You will oversee servicing operations, mentor Account Managers, and ensure compliance through regular audits. Collaboration with Account Executives and direct client engagement on complex accounts will also be vital for success.
Key Responsibilities:
• Lead and mentor Commercial and Personal Lines teams
• Oversee daily servicing operations and conduct QA checks
• Champion EPIC system utilization and data accuracy
• Monitor KPIs and service standards regularly
• Collaborate with Account Executives on complex issues
Requirements:
• 7+ years in Commercial and/or Personal Lines brokerage
• Level 2 Alberta General Insurance License required
• Advanced proficiency with Applied EPIC systems
• Proven leadership, coaching, or mentoring experience
• Robust understanding of commercial and personal lines
Shape client experiences and lead dedicated teams in Alberta's brokerage industry.
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📌 Leadership Role in Client Experience Alberta
🏢 JobsMedia.io
📍 Alberta
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