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.Key Responsibilities: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.Qualifications: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.Core Competencies:Results Orientation Adaptability/FlexibilityCustomer Orientation Accountability Planning/OrganizingTeamwork/CollaborationHolistic Thinking & JudgementInitiative/Sense of UrgencyCommunicationThe 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.
Job Title
Manager, Client Accounts