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Manager, Client Accounts
6 hours ago
1 week ago Be among the first 25 applicants Drive Results. Deliver Impact. Elevate the Client Experience. At The Targeted Strategies Group (TTSG) , strategy isn’t where we stop – it’s where we start. We execute with precision, drive with purpose, and measure success by the results our clients feel. We’re looking for a Manager, Client Accounts who thrives at the intersection of service, detail and execution. You’ll be the operational engine behind our client relationships – ensuring that complex insurance transactions move seamlessly from concept to completion. Working closely with our Senior Advisors, you’ll bring high-impact insurance solutions to life and help Canada’s top business owners experience the full value of our work. This is more than an account management role – it’s a key contributor to client satisfaction, business growth, and overall organizational success. What You’ll Do Support Business Growth: Work closely with Senior Advisors to prepare proposals, client materials, and deliverables that strengthen presentations, accelerate decisions, and directly impact revenue generation. Own the Process: Manage the full lifecycle of client files – from initial application through underwriting, funding and policy implementation – with precision and accountability. Drive Operational Excellence: Anticipate roadblocks, streamline workflows, and ensure seamless handoffs across teams to keep transactions moving efficiently. Lead and Develop the Team: Guide and support Account Service Representatives to ensure quality execution, professional growth, and consistent client outcomes. Deliver Client Confidence: Provide proactive communication, clear reporting, and education that strengthen relationships with clients and their advisors. Maintain System Accuracy: Keep CRM data current and ensure information flows cleanly across departments. Execute with Accuracy: Oversee loan advances, payments and related financial movements – on time, every time. Manage Financial Coordination: Work closely with the Strategic Client Credit team to gather financial information, manage banking applications, and negotiate or renew terms. Partner on Underwriting: Collaborate with the Medical Underwriting team to prepare complete applications, arrange required medical testing, and manage follow‑ups to keep files progressing. Safeguard Compliance: Prepare cash flow documentation, ensure audit readiness, and uphold documentation standards across all files. Review & Refine: Audit client documentation for accuracy, completeness, and consistency. Steward Ongoing Value: Partner with cross‑functional teams on annual renewals and banking updates to maintain alignment with clients’ evolving needs. What You Bring 5–10 years in a public accounting firm or professional services environment CPA designation required; In-Depth Tax course is a strong asset Mastery of Microsoft Office and CRM systems Exceptional communication, client‑facing and relationship‑building skills Proven ability to deliver accurate, high‑quality outputs under tight timelines A commercial mindset — understanding how your work drives revenue, supports the sales process, and strengthens client trust Comfort working in fast‑paced, evolving environments where priorities shift and excellence is expected Core Strengths We Value Results‑Driven: You focus on measurable outcomes, not activity. Client‑Centric: You understand needs, anticipate challenges, and deliver value. Accountable: You take ownership and see work through to completion. Agile: You adapt quickly and respond with clarity under pressure. Organized: You stay ahead of deadlines and bring structure to complexity. Collaborative: You elevate those around you and strengthen the team. Strategic: You see beyond the task to the bigger business impact. Communicative: You speak clearly, listen actively, and keep people informed. Why Join TTSG? We’re a team of high performers, redefining how Canada’s most successful business owners experience insurance strategy. At TTSG, your insights shape outcomes, your work drives impact, and your growth is accelerated. If you’re ready to lead with purpose and help bring bold ideas to life – let’s talk. Apply today or connect with us to start the conversation. The Targeted Strategies Group is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive, supportive workplace for all. Seniority level Mid‑Senior level Employment type Full‑time Job function Accounting/Auditing, Strategy/Planning, and Management Industries Financial Services, Accounting, and Insurance Agencies and Brokerages #J-18808-Ljbffr
