Job Role: Senior Analyst - Individual Insurance (Policyholder Taxation exp)
Location : Waterloo, ON/Hybrid
Hybrid – 5 days a Month in office
Ideal Candidate Salary: CAD 75K-80K (Depending on the experience)
Must Have:
- Support the administration of individual life policyholder taxation, including year-end tax reporting and policy illustrations
- Provide subject matter expertise on policyholder taxation and actuarial inforce policy management
- Advanced knowledge of Microsoft Excel, including VBA development and automation
- Solid knowledge of SQL for querying, analyzing, and managing data
- Experience with coding languages such as Python, C, or C++
- Strong customer focus and commitment to delivering exceptional service to both internal and external clients
- Review and verify tax slips prior to submission to clients and ensure exempt test processes are appropriately applied across all inforce policies, recommending modifications where required
- Investigate, determine, and initiate appropriate actions on inforce policy queries received by the Individual Actuarial Inforce & Policy Tax team
- Knowledge of individual life and health insurance products and experience with automation tools such as PyAutoGUI, Selenium, or similar technologies would be considered an asset
Note: AI-enabled tools may be used to sort applications based on job-related criteria. All AI generated results are vetted by our team and the decision of which candidates move forward is always made by a human.
Senior Analyst - Individual Insurance (Policyholder Taxation exp) in Alton employer: Bevertec
At Bevertec, we pride ourselves on being an exceptional employer that fosters a collaborative and innovative work culture in the heart of Toronto. Our commitment to employee growth is evident through continuous training opportunities and the chance to lead impactful projects that shape the public sector landscape. Join us to be part of a dynamic team where your expertise in PeopleSoft HCM will not only be valued but also rewarded with competitive benefits and a supportive environment.
