Business Relationship Manager I

The Business Relationship Manager is responsible for building and maintaining positive relationships with internal and external customers, understanding the complex nature of the company’s business and products offered, and aligning business and system requirements for receipt and processing of bordereau files for sales/cancels and/or claims.  Complete processing reconciliations to include research and resolution of differences and applying and tracking receivables.  The Business Relationship Manager pro-actively manages the overall operational relationship with MGA’s/customers/accounts and is a trusted partner working directly with our Sales, Underwriting, and Financial teams. 

Minimum Qualifications:

• Bachelor’s Degree in Accounting and/or Business, Computer Science, Information Systems or equivalent work experience.


• At least 3 years of experience in account management, client relations, or operation support within insurance, finance or related industry.

Primary Job Functions:

• Develop and maintain working relationship and serve as liaison with MGA’s/customers/accounts ensuring that the service provider continues to understand the needs of existing customers and establishes relationships with potential new customers.


• Establish realistic expectations to develop and support trust with internal and external customers.


• Maintain an efficient, positive workflow.


• Identify opportunities and create pro-active solutions, while resolving existing challenges.


• Understand business, product, and system requirements to manage business.


• Receive and process business to include bordereau mapping, validation and processing.


• Reconcile business processed, resolve differences, and monitor and track receivables.


• Maintain a list of all aged account receivable balances by associated MGA/customer/account.


• 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).


• 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.


• Handling complaints and escalations, assessing the complaints and implementing corrective action as needed.


• 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:

• 3-5 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 and understanding and solving business challenges.


• Ability to partner and collaborate with all levels of personnel.


• Excellent written and verbal communications skills and negotiation capabilities.

Additional Information:

Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more.

Job Posting Disclaimer

Fortegra will never request financial or sensitive information such as your bank account information, social security number, or other non-publicly available information for any purpose during the application and interview process. All official communications from our Talent Acquisition team will come from our email domain address “@fortegra.com”. If you receive a suspicious message, unsolicited job offer or would like to verify the legitimacy of any communication about a position, please contact our Human Resources department at [email protected]. 

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

Please be aware of job fraud(s) – all correspondence emails regarding your candidacy will come from our Fortegra.com email address. Thank you.

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