Manager, Client Accounts

Job Description

<p><b> Drive Results. Deliver Impact. Elevate the Client Experience. </b><p></p><p> At <b> The Targeted Strategies Group (TTSG)</b> , 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. </p><p> We’re looking for a <b> Manager, Client Accounts </b> 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. </p><p> This is more than an account management role – it’s a key contributor to client satisfaction, business growth, and overall organizational success. </p><p></p><p><b> What You’ll Do </b></p><p><b>• Support Business Growth: </b> Work closely with Senior Advisors to prepare proposals, client materials, and deliverables that strengthen presentations, accelerate decisions, and directly impact revenue generation. </p><p>•<b> Own the Process: </b> Manage the full lifecycle of client files – from initial application through underwriting, funding and policy implementation – with precision and accountability. </p><p>•<b> Drive Operational Excellence: </b> Anticipate roadblocks, streamline workflows, and ensure seamless handoffs across teams to keep transactions moving efficiently </p><p><b>• Lead and Develop the Team: </b> Guide and support Account Service Representatives to ensure quality execution, professional growth, and consistent client outcomes. </p><p>•<b> Deliver Client Confidence: </b> Provide proactive communication, clear reporting, and education that strengthen relationships with clients and their advisors. </p><p><b>• Maintain System Accuracy: </b> Keep CRM data current and ensure information flows cleanly across departments. </p><p>•<b> Execute with Accuracy: </b> Oversee loan advances, payments and related financial movements – on time, every time. </p><p><b>• Manage Financial Coordination: </b> Work closely with the Strategic Client Credit team to gather financial information, manage banking applications, and negotiate or renew terms. </p><p><b>• Partner on Underwriting: </b> Collaborate with the Medical Underwriting team to prepare complete applications, arrange required medical testing, and manage follow-ups to keep files progressing. </p><p><b>• Safeguard Compliance: </b> Prepare cash flow documentation, ensure audit readiness, and uphold documentation standards across all files. </p><p><b>• Review & Refine: </b> Audit client documentation for accuracy, completeness, and consistency. </p><p><b>• Steward Ongoing Value: </b> Partner with cross-functional teams on annual renewals and banking updates to maintain alignment with clients’ evolving needs. </p><p></p><p><b> What You Bring </b></p><p>• 5–10 years in a public accounting firm or professional services environment </p><p>• CPA designation required; In-Depth Tax course is a strong asset </p><p>• Mastery of Microsoft Office and CRM systems </p><p>• Exceptional communication, client-facing and relationship-building skills </p><p>• Proven ability to deliver accurate, high-quality outputs under tight timelines </p><p>• A commercial mindset — understanding how your work drives revenue, supports the sales process, and strengthens client trust </p><p>• Comfort working in fast-paced, evolving environments where priorities shift and excellence is expected </p><p></p><p><b> Core Strengths We Value </b></p><p>• Results-Driven: You focus on measurable outcomes, not activity. </p><p>• Client-Centric: You understand needs, anticipate challenges, and deliver value. </p><p>• Accountable: You take ownership and see work through to completion. </p><p>• Agile: You adapt quickly and respond with clarity under pressure. </p><p>• Organized: You stay ahead of deadlines and bring structure to complexity. </p><p>• Collaborative: You elevate those around you and strengthen the team. </p><p>• Strategic: You see beyond the task to the bigger business impact. </p><p>• Communicative: You speak clearly, listen actively, and keep people informed. </p><p></p><p><b> Why Join TTSG?</b></p><p> 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. </p><p> If you’re ready to lead with purpose and help bring bold ideas to life – let’s talk. </p><p></p><p><b> Apply today or connect with us to start the conversation. </b></p><p></p><p> 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. </p>