Job Description
Elevate client service standards as a Client Experience Leader focusing on both Commercial and Personal Lines in Alberta. Drive team success through mentoring, oversight, and operational excellence.
This leadership role entails guiding Commercial Account Managers and Personal Lines teams. You will ensure compliance and quality through file reviews and audits while serving as the EPIC system champion for strong data utilization. Daily KPI monitoring and collaboration with cross-functional teams are vital components, along with engaging directly with clients on complex accounts and renewals.
Key Responsibilities:
• Mentor and coach service teams to enhance performance
• Oversee daily servicing operations and file reviews
• Champion the EPIC system for accuracy and efficiency
• Monitor KPIs and retention metrics via dashboards
• Collaborate with Account Executives on client escalations
Requirements:
• 7+ years in Commercial or Personal Lines brokerage
• Alber...
This leadership role entails guiding Commercial Account Managers and Personal Lines teams. You will ensure compliance and quality through file reviews and audits while serving as the EPIC system champion for strong data utilization. Daily KPI monitoring and collaboration with cross-functional teams are vital components, along with engaging directly with clients on complex accounts and renewals.
Key Responsibilities:
• Mentor and coach service teams to enhance performance
• Oversee daily servicing operations and file reviews
• Champion the EPIC system for accuracy and efficiency
• Monitor KPIs and retention metrics via dashboards
• Collaborate with Account Executives on client escalations
Requirements:
• 7+ years in Commercial or Personal Lines brokerage
• Alber...
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