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
CAIB, CIP, or other professional designations preferred
Contact:
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.
👉🏻 alexander@helloworldrecruitment.ca
Client Experience Leader - Calgary • Calgary, AB, CA
One of the 10 Best Sales Organizations” (Rated 6th Best Company to Sell For by Selling Power Magazine).UniFirst (as shown on the CBS show Undercover Boss) is one of the largest and fastest growing ... Show more
TrendAI, the global AI security leader and enterprise business unit of Trend Micro, empowers organizations with full AI visibility and consolidated security that inspires confidence, drives innovat... Show more
A modern fintech company in Calgary is seeking a VP Product to lead the Customer Growth & Experience domain.This senior leadership position entails owning the product strategy and roadmap, alon... Show more
Weidmüller is searching for a Client Relations Specialist in Calgary, focused on enhancing customer satisfaction and supporting the technical sales team.This role combines customer service prowess ... Show more
A retail company in Calgary is looking for a Keyholder to enhance customer service and operational effectiveness.The role includes overseeing store operations, supporting staff training, and ensuri... Show more
Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate.You’ll be backed by our digital ... Show more
Now accepting applicants for Focus Group studies.Earn up to $850 per week part-time working from home.Must register to see if you qualify.No Data Entry experience needed.Data Entry Clerk Work From ... Show more
A leading telecommunications consultancy is seeking a skilled Program Manager, Delivery - CCaaS to lead contact center technology programs in Calgary.This role involves managing end-to-end delivery... Show more
A leading benefits firm is seeking a Benefits Representative to build strong client relationships and deliver exceptional service.This 100% remote opportunity offers competitive benefits, including... Show more
A financial services firm in Calgary is seeking a Client Service Associate to support Financial Advisors by providing exceptional client service.The role involves collaborating with various stakeho... Show more
A leading travel tech company seeks a Customer Success Representative for its Calgary office.This hybrid role involves guiding customers through onboarding, leading presentations, and upselling ser... Show more
Join as the Enterprise Client Engagement Lead focused on Agiloft.Drive growth strategies and deepen relationships with enterprise clients while exceeding sales goals in North America.This role cent... Show more
Une entreprise de distribution à Calgary, Alberta, recherche un Gestionnaire pour son Programme de Formation.Le candidat idéal dirigera un centre, apprendra à développer des compétences commerciale... Show more
A logistics company is urgently seeking a Class 5 Delivery Driver in Airdrie.The role involves delivering products in Calgary and surrounding areas, ensuring exceptional service quality, and mainta... Show more
A leading fitness organization is seeking an Assistant General Manager in Airdrie, Alberta.This role focuses on training and developing a team to enhance the member experience.Responsibilities incl... Show more
A leading restaurant group in Calgary is seeking a passionate Server Liaison to enhance team performance and guest satisfaction.The ideal candidate thrives in a fast-paced environment, brings an en... Show more
A modern physical therapy provider in Calgary is seeking passionate Front Desk Associates to create welcoming experiences for clients.The role involves managing schedules, ensuring positive client ... Show more
Schedule: Tuesday through Saturday 8 AM - 4 PM.Rocky View Foundation is a not-for-profit affordable housing provider dedicated to improving the quality of life for low and moderate-income individua... Show more
A leading financial institution in Calgary is seeking an experienced Payments Sales Manager.The role focuses on enhancing client relationships within the Natural Resources segment and developing ne... Show more
Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more
){kind=logo}
