Client Experience Leader - Calgary

We are currently recruiting for a Client Experience Leader for a respected brokerage in Alberta. 3 Reasons To Apply 🚀 Step into a key leadership role influencing both Commercial and Personal Lines service teams. 💰 Competitive Compensation Package With Full Benefits. ✅ Make a meaningful impact by shaping service standards, coaching teams, and driving operational excellence. Responsibilities Leadership & Team Development: Lead, coach, and mentor Commercial Account Managers, Assistant Account Managers, and Personal Lines teams through regular 1-on-1s, training, and workflow guidance. Operational Excellence: Oversee day-to-day servicing operations, conduct file reviews, QA checks, and renewal audits to ensure compliance, consistency, and E&O prevention. Systems & Reporting: Act as the EPIC system champion, ensuring strong utilization, data accuracy, reporting, and consistent workflows across teams. Performance Management: Monitor KPIs, service standards, renewal timelines, and retention metrics through EPIC reporting and dashboards. Client Support: Collaborate with Account Executives, Producers, and Claims Advocates, and engage directly with clients on complex accounts, escalations, or renewals when required. Process Improvement: Identify workflow efficiencies and contribute to continuous improvement initiatives across departments. Desired Skills 7+ years of Commercial and/or Personal Lines brokerage experience Alberta General Insurance License – Level 2 required (Level 3 and RIBO considered assets) Advanced proficiency with Applied EPIC, including workflows and reporting Proven experience leading, coaching, or mentoring licensed service teams Strong technical understanding of commercial placements and personal lines markets Contact CAIB, CIP, or other professional designations preferred If you're interested in this opportunity, feel free to reach out. If this role isn’t the right fit, send your resume to Alex, who can help guide you toward more relevant opportunities. 👉🏻 [email protected]

Lead and mentor Commercial and Personal Lines service teams while overseeing day-to-day operations and quality assurance. Act as the EPIC system champion to drive data accuracy, reporting, and operational efficiency.

Requires 7+ years of brokerage experience and a Level 2 Alberta General Insurance License. Advanced proficiency in Applied EPIC and proven leadership experience are essential.

• Full Benefits

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Leadership
• Coaching
• Mentoring
• Applied EPIC
• Commercial Lines
• Personal Lines
• Performance Management
• KPI Monitoring
• Operational Excellence
• Quality Assurance
• Client Relationship Management
• Workflow Optimization

Formation minimale

Certificat de métier

Expérience minimale

5+ ans

Postuler avant le

30 août 2026