Be the Force Behind Client Success

At The Targeted Strategies Group, we don't just make plans - we bring them to life. With strategy, execution, and impact at our core, we're on the lookout for a sharp, service-driven Manager, Client Accounts to join our Implementation & Service team. This role is key to ensuring that complex insurance transactions move seamlessly from start to finish while building trust and delivering results that clients can see and feel.

This isn't your typical account management role. You'll be the expert behind the scenes, working alongside our Senior Advisors to bring complex insurance policies to life. As a trusted member of each client's team, you'll manage the critical steps from underwriting to funding, ensuring every detail is handled with care, precision, and professionalism.

Key Responsibilities:

• Own the Process: Manage all aspects of insurance applications and underwriting memos with precision and accountability.
• Financial & Banking Coordination: Partner with our Strategic Client Credit team to handle financial information, manage banking applications, and negotiate terms that move deals forward with confidence and speed.
• Transaction Execution: Oversee loan advances and payments - on time, every time.
• Compliance & Documentation: Prepare detailed cash flow documents and ensure we stay audit-ready.
• Client Education: Empower clients' accountants and advisors with clear guidance and reporting support.
• CRM & Communication: Keep systems updated and information flowing through the team.
• Support Sales Impact: Work with our Solutions team to deliver compelling sales materials and tools.
• Document Review: Scrutinize and prepare client documents for accuracy and completeness.
• Team Oversight: Lead and support Account Service Representatives to ensure quality execution across the board.
• Policy Stewardship: Collaborate with the Strategic Client Credit team to manage annual policy renewals and renegotiate banking terms, ensuring continued value and alignment with clients' evolving needs.

What You Bring

• 3-5 years in a public accounting firm or professional services environment
• CPA designation a strong asset
• Mastery of MS Office and CRM systems
• Strong communication and client-facing skills
• Proven ability to thrive in fast-paced, team-oriented environments
• Strategic mindset with attention to detail

Core Strengths We Value

• Results-Driven: You deliver outcomes, not just checkboxes.
• Client-Centric: You think through the client lens - always.
• Accountable: You own your work and drive it to the finish line.
• Agile & Adaptive: You handle change with confidence and speed.
• Organized & Proactive: You plan ahead and course-correct fast.
• Collaborative: You're a team-first thinker who lifts others up.
• Big-Picture Thinker: You see how your work connects to broader business goals.
• Sense of Urgency: You act fast, with focus and intention.
• Clear Communicator: You say what needs to be said - clearly and confidently.

Why Join TTSG?

We're a high-performing, entrepreneurial team redefining what it means to serve Canada's most successful business owners. Here, your ideas matter. Your work has impact. And your career can move fast. If you're ready to take the lead, grow with purpose, and be part of a team that delivers meaningful outcomes for clients - this is your opportunity.

Let's talk. Apply now or reach out 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 environment for all employees.