Client Experience Leader
3 weeks ago
Executive Assistant, People & Culture Manager at Wilson M. Beck Insurance Services (Alberta) Inc.Client Experience LeaderJob OverviewThe Client Experience Leader plays a central leadership role in guiding and supporting WMB Alberta’s servicing teams across Commercial and Personal Lines. This position is responsible for the performance, technical accuracy, and professional growth of the Account Management group.Working closely with leadership, this individual ensures operational consistency, strong EPIC utilization and knowledge as well as exceptional service delivery for our clients.While primarily an internal leadership and coaching role, the Client Experience Leader will occasionally collaborate directly with clients to support complex accounts, escalations, or renewals.Key ResponsibilitiesLeadership & Team DevelopmentLead, coach, and develop the Commercial Account Managers, Assistant Account Managers, and Personal Lines team.Conduct regular 1-on-1s, technical training sessions, and workflow huddles.Partner with leadership to define service standards, KPIs, and quality metrics.Support onboarding and mentoring of new team members.Operational & Technical ExcellenceOversee the day-to-day servicing operations and ensure adherence to WMB standards.Conduct regular file reviews, QA checks, and renewal audits to ensure compliance and E&O prevention.Monitor Epic activities, task completion, and renewal timelines.Extract and interpret reports from Epic to measure performance, retention, and service quality.Identify workflow efficiencies and contribute to process‑improvement initiatives across departments.Partner with Account Executives, Producers, and the Claims Advocate to ensure a seamless client experience.Engage directly with clients on escalated or complex service matters as required.Contribute to retention and client satisfaction initiatives through proactive support.Serve as the Epic system champion for the service team.Lead ongoing training and ensure data accuracy, documentation, and consistent workflows.Collaborate with leadership to build and distribute dashboards and reports supporting business results and operational excellence.Who You Are7+ years of experience in Commercial and/or Personal Lines insurance within a brokerage environment.Alberta General Insurance License – Level 2 (required); Level 3 and RIBO an asset.Strong technical understanding of commercial placements and personal lines markets.Advanced Applied Epic proficiency — workflows, reporting, activities, and data management.Proven experience leading or mentoring a team of licensed brokers.Professional designations such as CAIB or CIP preferred.Excellent communication, coaching, and problem‑solving skills.Core CompetenciesLeadership & Coaching: Inspires accountability and growth within the team.Technical Proficiency: Expert in brokerage systems and documentation standards.Operational Focus: Drives consistency, efficiency, and adherence to process.Client Centricity: Ensures a superior experience through collaboration and accuracy.Continuous Improvement: Looks for ways to streamline and elevate performance.What We OfferCompetitive salary and benefits programs.Collaborative work environment.Complimentary parking.Onsite Gym.Positive and supportive setting, that encourages the health and wellness of our team.Seniority LevelMid-Senior levelEmployment TypeFull-timeIndustriesInsurance #J-18808-Ljbffr
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Client Experience Leader
1 week ago
Calgary, Canada Wilson M. Beck Insurance Services Full timeJob Overview: The Client Experience Leader plays a central leadership role in guiding and supporting WMB Alberta's servicing teams across Commercial and Personal Lines. This position is responsible for the performance, technical accuracy, and professional growth of the Account Management group. Working closely with leadership, this individual ensures...
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Client Experience Leader
3 weeks ago
Calgary, Canada Wilson M. Beck Insurance Alberta Full timeExecutive Assistant, People & Culture Manager at Wilson M. Beck Insurance Services (Alberta) Inc.Client Experience LeaderJob OverviewThe Client Experience Leader plays a central leadership role in guiding and supporting WMB Alberta’s servicing teams across Commercial and Personal Lines. This position is responsible for the performance, technical accuracy,...
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EPIC-Driven Client Experience Leader
1 week ago
Calgary, Canada Wilson M. Beck Insurance Services Full timeA leading insurance brokerage in Alberta is seeking a Client Experience Leader to guide servicing teams in Commercial and Personal Lines. This role involves team development, operational excellence, and direct client engagement on complex accounts. The ideal candidate has over 7 years of insurance experience, a Level 2 Alberta General Insurance License, and...
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Client Experience Leader | Hybrid Work
3 weeks ago
Calgary, Canada DGA Careers Full timeA reputable insurance brokerage in Calgary is seeking a Client Experience Leader to develop and guide their service teams. The ideal candidate has over 7 years of experience in the insurance brokerage setting, a Level 2 General Insurance License, and proven leadership skills. This role emphasizes operational performance and data-driven processes, and...
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Client Experience Leader | Hybrid Work
3 weeks ago
Calgary, Canada DGA Careers Full timeA reputable insurance brokerage in Calgary is seeking a Client Experience Leader to develop and guide their service teams. The ideal candidate has over 7 years of experience in the insurance brokerage setting, a Level 2 General Insurance License, and proven leadership skills. This role emphasizes operational performance and data-driven processes, and...
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Calgary, Canada DGA Careers Full timeThe Client Experience LeaderOur client is a Client Experience Leader to support and guide their Commercial and Personal Lines servicing teams. In this leadership role, you’ll be responsible for developing team members, ensuring workflow consistency, and driving operational performance. You’ll also champion system optimization, data quality, and...
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Calgary, Canada DGA Careers Full timeThe Client Experience LeaderOur client is a Client Experience Leader to support and guide their Commercial and Personal Lines servicing teams. In this leadership role, you’ll be responsible for developing team members, ensuring workflow consistency, and driving operational performance. You’ll also champion system optimization, data quality, and...
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Team Leader, New Business Client Experience
2 weeks ago
Calgary, Alberta, Canada Acera Insurance Services Ltd. Full time $80,000 - $120,000 per yearWe put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees.Our people are:Encouraged to challenge the status quo and never stop learning in their commitment to excellence.Empowered with a sense of accountability and autonomy to take ownership...
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Calgary, Canada DGA Careers Full timeClient Experience Leader, Commercial/Personal Insurance - 9887 - IW-9887Date of modification: October 29, 2025Job number: IW-9887DetailJob title: Client Experience Leader, Commercial/Personal Insurance - 9887DescriptionThe OpportunityOur client is looking for a Client Experience Leader to support and guide their Commercial and Personal Lines servicing teams....
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Calgary, Canada DGA Careers Full timeClient Experience Leader, Commercial/Personal Insurance - 9887 - IW-9887Date of modification: October 29, 2025Job number: IW-9887DetailJob title: Client Experience Leader, Commercial/Personal Insurance - 9887DescriptionThe OpportunityOur client is looking for a Client Experience Leader to support and guide their Commercial and Personal Lines servicing teams....
