The Specialty Business Relationship Manager is responsible for maintaining a positive relationship with customers/MGUs, identifying customer needs and the needs of the operational team and Fortegra. The Specialty BRM will be directly involved in onboarding the clients/MGU’s, managing the mapping and uploading of business from the BDX to Viper and on into IMS. They will handle the reconciliation, cash application and tracking of all business. The Specialty Business Relationship Manager works closely with the Specialty Operations Team, Underwriting Team and MGU.
- Process monthly data files into VIPER and IMS systems
- Track and report on all incoming files monthly
- Handle customer interaction and work with customer/MGU
- Maintain Customer Relationships
- Ensure that the service provider continues to understand the needs of existing customers and establishes relationships with potential new customers.
- Identify Service Requirements
- Understand and document the desired outcome of a service, and decide if the customer's need can be fulfilled using an existing service offering or if a new or changed service must be created.
- Set up Customers to Standard Services or modify as required
- Capture customer requirements and agree upon service level targets with customers who request the provision of existing standard services (no modifications to existing Supporting Services are necessary in order to fulfill the customer's needs).
- Handle Customer Complaints
- Record customer complaints and compliments; assess the complaints and instigate corrective action if required.
The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.
Qualifications
- Bachelor’s Degree in Business, Computer Science, Information Systems or equivalent work experience.
- Specialty product knowledge preferred.
- Insurance and P&C experience required.
- 7-9 years experience engaging Business stakeholders regarding Client initiatives.
ITIL and/or Specialist Certificate in Business Relationship Management preferred.- Strong organizational skills.
- Requires some knowledge of a specialized function or skill.
- Developing real trade craft and skills.
- 7 years minimum of relevant work experience required as a Business Relationship Manager.
- Comprehensive understanding of administrative operations, information systems, business processes and capabilities.
- Experience managing projects with structured governance and reporting.
- Experience shaping business partner demand.
- Ability to partner with all levels of personnel.
- Strong verbal communications and negotiation capabilities.
- Excellent formal written communications skills.
- Superb attention to detail.
- Good analytical and technical skills in related field.
Additional information
Full benefit package including medical, dental, vision, life, company paid short/long term disability, 401(k), tuition assistance and more.
