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Company:
The Targeted Strategies Group
Posted: May 10, 2025
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.
Manage all aspects of insurance applications and underwriting memos with precision and accountability.
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.
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:
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.
3-5 years in a public accounting firm or professional services environment
~ CPA designation a strong asset
~ Mastery of MS Office and CRM systems
~ Agile & Adaptive:
You handle change with confidence and speed.
We celebrate diversity and are committed to creating an inclusive environment for all employees.
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.
Manage all aspects of insurance applications and underwriting memos with precision and accountability.
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.
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:
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.
3-5 years in a public accounting firm or professional services environment
~ CPA designation a strong asset
~ Mastery of MS Office and CRM systems
~ Agile & Adaptive:
You handle change with confidence and speed.
We celebrate diversity and are committed to creating an inclusive environment for all employees.
Read the full job description and apply online on the recuiter's web-site
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