Business Relationship Manager II

The Business Relationship Manager II 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 and ensures accurate reconciliation and cash application. A strong background in data analysis tools, data transformation, automation, including 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 or equivalent work experience.
• 7-9 years experience engaging Business stakeholders regarding Client initiatives.

Primary Job Functions:

• Process incoming cash receipts for assigned Customers.
• Perform premium, commission, and accounts receivable reconciliations as needed on an inception-to-date, month-to-date, or year-to-date basis for assigned Customers.
• Assist with audit requests.
• Maintain internal and external 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 and follow up on unpaid/unresolved payments in a timely manner.
• Record customer complaints and compliments; assess the complaints and instigate corrective action if required.
• Other duties as assigned.

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:

• 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

Recruitment Updates:
Fortegra has recently been made aware of unauthorized communications regarding career opportunities by individuals not associated with Fortegra or our recruitment team. Fortegra will only contact you from the Fortegra domain address (@fortegra.com). If you receive a message from someone posing as a Fortegra recruiter via text message, WhatsApp, Telegram or other messaging platform, please report it as phishing and block the sender.

Fortegra is not accepting unsolicited resumes from search firms for this position.

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