Job Description
Elevate client interactions as a Client Experience Leader in Alberta. Lead teams, ensure operational excellence, and support client needs through complex account management.
In this senior role, you will mentor Commercial Account Managers and oversee service operations. You will ensure compliance and data accuracy using the EPIC system while monitoring KPIs and service standards. Your leadership will drive workflow efficiencies and continuous improvement across departments.
Key Responsibilities:
• Lead and mentor teams with regular 1-on-1 sessions
• Oversee day-to-day service operations and compliance checks
• Champion the EPIC system for data and reporting accuracy
• Monitor KPIs and service standards through dashboards
• Collaborate with Account Executives on client escalations
Requirements:
• 7+ years in Commercial or Personal Lines brokerage
• Alberta General Insurance License – Level 2 required
• Advanced knowledge of Applied EPIC system
• Exper...
In this senior role, you will mentor Commercial Account Managers and oversee service operations. You will ensure compliance and data accuracy using the EPIC system while monitoring KPIs and service standards. Your leadership will drive workflow efficiencies and continuous improvement across departments.
Key Responsibilities:
• Lead and mentor teams with regular 1-on-1 sessions
• Oversee day-to-day service operations and compliance checks
• Champion the EPIC system for data and reporting accuracy
• Monitor KPIs and service standards through dashboards
• Collaborate with Account Executives on client escalations
Requirements:
• 7+ years in Commercial or Personal Lines brokerage
• Alberta General Insurance License – Level 2 required
• Advanced knowledge of Applied EPIC system
• Exper...