Job Description

Business Development Assistant

Dartmouth, Nova Scotia
Reference # JL-17252

Meridia Recruitment Solutions has partnered with BF&M, a leading insurance provider with operations in Bermuda, Halifax and across the Caribbean, to recruit for their Business Development Assistant in Dartmouth, Nova Scotia.

Founded in 1903, BF&M takes great pride in helping their customers protect what matters most, as well as giving back to the communities in which they work. BF&M is comprised of several companies selling health, life, pension, property and casualty insurance products.

Role Description:

Reporting to both new business development managers based in Bermuda and Cayman, the Business Development Assistant is responsible for supporting the onboarding and servicing of all new Group business (health, non-health and pension).

Your responsibilities will include:

• Verifying plan set-up requirements for all new business by product
• Tracking incoming forms/documents
• Ensure all forms received are complete and accurate before submission to admin/underwriting
• Responding to client requirements in a timely manner including:

o Liaising with clients to finalize paperwork
o Providing Group numbers and other onboarding documentation
o Escalating issues of high risk nature to the business development managers

• Liaising with regulatory authorities: Queries and submission of periodic reports
• Working with administration teams to help the efficient and timely processing of all new groups
• Database maintenance, including inputting of client contacts
• Coordination and processing of Group client billing each month (Health + Non-health)
• Assisting in the preparation of any pitch/RFP documentation
• Assist team to cover for holidays or other leaves
• Assist with any special projects as requested

Your Qualifications:

• A university degree with a major in Business preferred
• 2-3 years\' experience in a similar role, such as in financial services and/or sales
• Knowledge of AML and/or FATCA would be considered an asset
• Intermediate proficiency in Microsoft Word, PowerPoint, Access and Excel
• Excellent verbal and written communication skills, with the ability to handle confidential issues
• Good analytical skills and attention to detail
• Client-centric service philosophy with a strong focus on quality
• Must be a team player
• Excellent organizational skills, with the ability to effectively prioritize tasks and manage time during peak volume periods

Who we are:

At BF&M, great talent is at the core of our success across all jurisdictions in which we operate. Key programs are dedicated to appreciating and developing our people through training resources, performance reviews, bonus awards, sports and social events and various opportunities to share knowledge with colleagues from around the world. We strive to be an equal opportunity employer that is committed to diversity and inclusion in the workplace. We offer flexible working arrangements with a hybrid model of working in the office and at home.

To express interest in this opportunity, please click on the "Apply Now" button below.

If you have any questions, please contact Brittany Beale, Consultant, at bbeale@kbrs.ca or Jeff Lanthier, Partner, at jlanthier@kbrs.ca. If you require accommodation to participate in the recruitment process, please let us know.

Meridia Recruitment Solutions connects leading organizations with top talent by building strong relationships and creating ideal matches with candidates because we are only successful when you are. We appreciate your interest in this opportunity.

To learn more about Meridia Recruitment Solutions, our job opportunities, and career advice we invite you to explore our site and subscribe for career alerts.

Meridia Recruitment Solutions