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Specialty Business Relationship Manager
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FIS - Fidelity Information Services Jacksonville, United StatesCollaborate with Client Experience Ecosystem to maintain a unified, reliable client experience. Monitor Client Success Workflow to deliver value to the Client Experience. Prepare internal communication providing Client Success Desk metrics and esca Relationship Manager, Client Re ...
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Commercial Relationship Manager
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First Horizon Ponte Vedra Beach, United StatesLocation: On site, Jacksonville/Ponte vedra, FL · Summary · Develops new customer prospects and business with commercial clients, with the potential to manage a portfolio of commercial clients. Makes and services a wide variety of business and individual loans to build long-term ...
Specialty Business Relationship Manager - Jacksonville, United States - Fortegra
Description
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 RequirementsUnderstand 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 requiredCapture 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 ComplaintsRecord 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.
QualificationsBachelor's Degree in Business, Computer Science, Information Systems or equivalent work experience
Specialty product knowledge preferred
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.
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