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Business Relationship Manager
2 months ago
The Specialty Business Relationship Manager is responsible for maintaining a positive relationship with customers and managing the operational team and Fortegra. This role involves identifying customer needs and the needs of the operational team and Fortegra, and being directly involved in onboarding clients, managing the mapping and uploading of business from the BDX to Viper and on into IMS. The Specialty Business Relationship Manager will handle the reconciliation, cash application and tracking of all business.
Key Responsibilities- Process and Manage Data
- Process monthly data files into VIPER and IMS systems
- Track and report on all incoming files monthly
- Customer Interaction and Relationship Management
- Handle customer interaction and work with customer/MGU
- Maintain Customer Relationships
- Service Requirements and Setup
- 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
- Customer Complaints and Feedback
- 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 and Requirements- Education and Experience
- Bachelor's Degree in Business, Computer Science, Information Systems or equivalent work experience
- 7-9 years experience engaging Business stakeholders regarding Client initiatives
- Skills and Certifications
- Specialty product knowledge preferred
- 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
- Business Acumen and Communication
- 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
LotSolutions, Inc. offers a full benefit package including medical, dental, vision, life, company paid short/long term disability, 401(k), tuition assistance and more.