Account Service Representative

Turn Strategy into Service

Step into a role where precision meets purpose. As an Account Service Representative, you’ll be a vital part of a client-focused team, led by a Senior Advisor and working in close partnership with a Manager, Client Accounts to deliver high-impact service. You’ll play a hands-on role in implementing life insurance solutions that support Canada’s most successful business owners—helping them protect what matters most.

This role goes beyond support – it’s a launchpad for those who thrive on detail, move with urgency, and want to make an impact. If you’re driven by excellence, eager to grow, and passionate about client success, this your opportunity.

What you will do

• Partner with the client-focused team to implement and manage life insurance policies that deliver lasting value for the client.
• Drive client files forward by coordinating with internal teams and tracking implementation schedules.
• Draft documents, complete forms, and maintain CRM database to ensure legal compliance.
• Contribute to solution modeling and strategic discussions.
• Plan and prepare policy renewals with precision.
• Take initiative on other tasks that support client success and team performance.

What You Bring

• A certificate in Accounting, Finance, Business Administration, or related field.
• Experience in accounting, financial services, or administrative support.
• Life Licensing Qualification Program (LLQP) completion is an asset.
• Proficiency in Microsoft Suite, including Excel, Word, PowerPoint, Outlook, and SharePoint.
• Client-first mindset with exceptional attention to detail.
• Strong communication skills with a collaborative spirit.
• A critical thinking approach to solving problems proactively and creatively.

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.