Client Experience Leader For Brokerage Calgary

Join a prestigious brokerage as a Client Experience Leader in Alberta, where your insights will enhance service teams and drive operational success. This position emphasizes leadership and performance monitoring.

As a Client Experience Leader, you will guide both Commercial Account Managers and Personal Lines teams through effective coaching. Your role will include ensuring operational excellence with day-to-day servicing, file reviews, and renewal audits. Leverage your extensive experience, alongside your expertise with the Applied EPIC system, to promote data accuracy and effective workflows.

Key Responsibilities

• Lead, coach, and mentor service teams to enhance performance
• Conduct regular reviews and audits for compliance and quality
• Champion utilization and reporting of the Applied EPIC system
• Analyze KPIs, service standards, and retention metrics
• Collaborate on client escalations and complex accounts