2 results for Records Manager in Toronto, ON

Account Manager

Toronto, ON
remote
Permanent
75000 - 80000 CAD / Yearly
Our client is a well-established and growing financial services organization with a strong presence across Canada. They are looking to add an Account Manager to their team — an excellent opportunity for a relationship-focused professional who enjoys working with clients, finding solutions, and contributing to business growth. This is a role suited to someone who is comfortable balancing relationship management, sales, credit/financial services, and business development while providing a high level of service to clients and partners. The Opportunity As an Account Manager, you will be responsible for managing and developing a portfolio of accounts while working closely with clients and internal teams to understand their needs and provide appropriate financial solutions. You will build trusted relationships, identify opportunities to grow existing business, and ensure clients receive responsive and knowledgeable support throughout the relationship. Key Responsibilities<ul><li>Manage and grow an assigned portfolio of clients and accounts.</li><li>Develop strong, long-term relationships with clients, referral partners, and other key stakeholders.</li><li>Act as a primary point of contact, providing knowledgeable and responsive service.</li><li>Identify opportunities to expand existing relationships and generate new business.</li><li>Assess client needs and recommend appropriate financial products and solutions.</li><li>Review and analyze financial information, applications, and supporting documentation.</li><li>Work closely with internal credit, underwriting, operations, and other teams to facilitate transactions and resolve issues.</li><li>Maintain accurate account records and ensure documentation and processes meet internal requirements.</li><li>Monitor account activity and proactively address potential concerns or opportunities.</li><li>Participate in client meetings, networking activities, and business development initiatives.</li><li>Stay current on market conditions, industry trends, and relevant financial products.</li><li>Consistently deliver an exceptional client experience while working toward established business objectives.</li></ul>
2026-09-16T00:00:00Z

Account Manager

Toronto, ON
onsite
Permanent
65000 - 69000 CAD / Yearly
We are looking for an Account Manager to support physician members with insurance-related guidance in a consultative, service-oriented environment in Toronto, Ontario. This hybrid position blends client relationship management, coverage expertise, and day-to-day advisory support, making it well suited to someone who enjoys helping clients understand benefits options and resolve questions with care. The role emphasizes group benefits and health and dental coverage while delivering a high standard of service rather than focusing on high-pressure sales activity. Responsibilities:• Build trusted relationships with physician members by responding to coverage questions and providing clear guidance on available insurance and benefits options.• Partner closely with the advisory team to coordinate member support, prepare client information, and help move cases forward efficiently.• Explain eligibility, enrolment details, and plan features related to group benefits, health coverage, and dental programs in an accurate and accessible way.• Deliver attentive client service by addressing issues promptly, following up on outstanding items, and helping resolve policy or administrative concerns.• Maintain detailed client records and interactions within CRM and related office systems to support service continuity and reporting.• Assist with sales support activities by identifying member needs, sharing suitable product information, and contributing to a positive client experience.• Participate in onboarding and training programs to strengthen product knowledge, service capability, and understanding of internal processes.• Support administrative and office functions tied to account management, documentation, and coordination with internal stakeholders.
2026-09-15T00:00:00Z