What are the responsibilities and job description for the Specialty Business Relationship Manager position at Fortegra?
The Specialty Business Relationship Manager is responsible for building and maintaining strong, collaborative relationships with customers and Managing General Agents (MGUs), while ensuring internal operational needs are met. This role serves as a key connection between external partners and internal departments, including Operations, Underwriting, and Account Management. The BRM leads the onboarding of new clients, manages business data uploads across various platforms (F&I, Web Warranty, AS400), and ensures accurate reconciliation and cash application. A strong background in data analysis tools, data transformation, automation, and SQL-based platforms is essential. The ideal candidate will be detail-oriented, analytical, and client-focused, with a strong commitment to operational efficiency and service excellence.
Minimum Qualifications:
- Bachelor’s Degree in Business, Finance, Accounting or related field.
- Minimum 3-5 years of experience in account management, client relations, or operation support within insurance, finance or a related industry.
Primary Job Functions:
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Perform detailed monthly reconciliations of accounts, resolving discrepancies in a timely and accurate manner.
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Oversee cash application processes and ensure proper tracking of incoming and outgoing payments.
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Work closely with the Operations, Underwriting, and Account Management teams to coordinate deliverables and improve workflows.
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Identify client and internal needs, proposing process improvements and solutions to enhance efficiency and satisfaction.
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Utilize Microsoft Excel (advanced level), Power Query, and TOAD (or similar SQL tools) for data management, transformation, and reporting.
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Generate operational and financial reports as needed for internal stakeholders.
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Ensure compliance with company policies and industry regulations in all activities.
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Knowledge of F&I product structures and MGU business models.
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Familiarity with insurance or warranty products and operations.
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Ability to manage multiple priorities in a fast-paced environment.
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.
Skills & Competencies Required:
- Strong organizational skills.
- Requires some knowledge of a specialized function or skill.
- Developing real trade craft and skills.
- 3 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.
Additional Information:
Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more.
Please be aware of job fraud(s) – all correspondence emails regarding your candidacy will come from our Fortegra.com email address. Thank you.
