Careers

As the Manager, Client Accounts, you will be responsible for ensuring the successful placement of clients’ insurance policies in a timely and efficient manner. You will be implementing new business, managing client activities, and providing exceptional ongoing service.

• Manage insurance applications and underwriting memos.
• Provide financial information to insurance companies.
• Handle banking applications and negotiate terms.
• Coordinate bank loan advances and payments.
• Prepare cash flow documentation and support compliance.
• Educate clients’ accountants and advisors on reporting processes.
• Update CRM and distribute information internally.
• Collaborate with the Solutions Department for sales materials.
• Review and prepare documents.
• Oversee administrative work of Account Service Representatives.
• Develop and maintain client relationships.
• Manage banking relationships and coordinate transactions.
• Review and renew policies annually.
• Renegotiate bank loans.

• 5-10 years of accounting firm experience.
• Certified Professional Accounting designation.
• In-Depth Tax course is an asset.
• Advanced proficiency in MS Office Suite and CRM systems.
• Strong communication and presentation skills.
• Ability to establish effective rapport with clients and employees.
• Experience in a team-oriented, collaborative environment.

• Results Orientation: Focus on results rather than just activities. Ensuring that the full and proper outcome is always achieved. Includes ensuring clarity on the expectations.
• Adaptability/Flexibility: Recognizing the need for, showing an openness to, and dealing effectively with change. Taking responsibility for changing behaviors and processes and showing flexibility in order to carry out business objectives.
• Customer Orientation: Consideration of how all actions/non-actions impact the customer. Thinking about the process from the customer viewpoint so that all activities make sense to the customer.
• Accountability: Taking personal responsibility for all work and customers assigned. Proactively assessing performance against expectations and taking the appropriate steps to achieve/improve.
• Planning/Organizing: Developing, following, and reporting on progress against plans and priorities for each customer/solution. Ensuring that deviations are quickly assessed and corrected.
• Teamwork/Collaboration: Working together to ensure a seamless experience for the customer. Proactively sharing information, lending a hand when needed, and helping all team members improve.
• Holistic Thinking & Judgement: Understanding of how your efforts fit into the larger picture and making judgments that take into consideration the impact on the customer and business in addition to your immediate task.
• Initiative/Sense of Urgency: Proactively doing what needs to be done to close the deal and ensure the best possible customer service. Responding to requests quickly, thoroughly, and accurately.
• Communication: Clear articulation of expectations from others, status of activities (good or bad), priorities, and information. Ensure that others get the information they need from you.

The Targeted Strategies Group is an equal opportunity employer. We value diversity and inclusion in the workplace and encourage all qualified candidates to apply including, but not limited to, women, visible minorities, Indigenous Peoples, and persons with disabilities.