Job Description

Full-Time | Permanent | Operations Department
Be the Force Behind Client Success
Step into a leadership role where strategy meets execution. As a Client Account Manager - Insurance, you'll be at the heart of complex, high-value insurance solutions that help protect and grow the wealth of Canada's most successful business owners.
This isn't a typical "account management" role. You'll act as the behind-the-scenes expert who makes intricate insurance transactions happen - from underwriting to funding - ensuring every detail is handled with precision, professionalism, and care. You'll collaborate with advisors, lead a dedicated support team, and serve as the operational backbone that drives client success forward.
What You'll Do

• Drive results: Partner with a Senior Advisor and Account Service Representatives to deliver seamless execution and proactive client service as a high-performing team.
• Own the process: Manage all aspects of insurance applications and underwriting memos with precision, accountability, and urgency.
• Financial coordination: Work with our Strategic Client Credit team to manage financial documents, banking applications, and negotiate terms that keep transactions moving forward.
• Execute transactions: Oversee loan advances, payments, and policy funding - accurately and on time.
• Ensure compliance: Prepare underwriting memos, cash flow documents, and policy packages while keeping the organization audit-ready.
• Empower advisors: Provide clear guidance, reporting, and education to clients' accountants and advisors.
• Support sales impact: Collaborate with the Solutions team to build compelling client materials and strategic proposals.
• Lead the team: Oversee Account Service Representatives, ensuring quality execution and continuous development.
• Steward policies: Manage annual renewals, renegotiate banking terms, and ensure policies remain aligned with evolving client needs.

What You Bring

• 5-10 years of experience in public accounting, financial services, or professional advisory.
• CPA designation required; completion of the In-Depth Tax course is a strong asset.
• Strong technical proficiency with MS Office Suite and CRM systems.
• Excellent communication skills with the ability to build trust with clients and their professional advisors.
• Proven ability to thrive in fast-paced, high-performance environments.
• A balance of strategic thinking, sharp attention to detail, and a client-first mindset.

Core Strengths We Value

• Results-driven: You deliver measurable outcomes, not just check boxes.
• Client-centric: You think through the client's lens, always.
• Accountable: You own your work and see it through.
• Agile & adaptive: You pivot quickly in changing situations.
• Organized & proactive: You plan ahead and problem-solve early.
• Collaborative: You lift others up and thrive in team settings.
• Big-picture thinker: You connect details to broader business goals.
• Clear communicator: You make complex ideas simple and compelling.

Why Join Us?
This is your chance to be part of an entrepreneurial, high-performing team redefining client service in financial and insurance solutions. Here, your expertise will have direct impact, your ideas will be heard, and your career can grow quickly.
We offer:

• Competitive compensation and benefits package.
• Professional development opportunities and career advancement.
• A collaborative, entrepreneurial, and supportive culture.
• The chance to work on meaningful solutions that deliver real value for clients.

Ready to Lead?
If you're a CPA or financial professional who thrives on precision, strategy, and delivering client success, this is your opportunity. Apply today to take the next step in your career as a Client Solutions Manager - Insurance.
David Aplin & Associates Inc., operating as Aplin, and its associated brands, CompuStaff and Impact Recruitment, is an award-winning employment agency connecting diverse, top-tier talent with exceptional organizations across North America. We welcome applicants from all backgrounds and charge no fees to apply or engage with our recruiters. Our clients partner with us to help expand and diversify their teams. Please note that all applicants must be legally entitled to work in Canada, including holding any necessary work permits.

Skills Required