Senior Analyst - Individual Insurance
- Waterloo, ON, Canada
Ideal Candidate Salary: CAD 75K-80K (Depending on the experience)
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Job details
- Pay
- Ideal Candidate Salary: CAD 75K-80K (Depending on the experience)
- Posting language
- English
- Posted
Original job description
#BEV123
Job Role: Senior Analyst - Individual Insurance (Policyholder Taxation exp)
Location : Waterloo, ON/Hybrid
Position Type : Fulltime Role
Fulltime Contract: 16 Months
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.
About Bevertec:
For 35 plus years Bevertec has been at the forefront of providing top level technology professionals to our clients across the Greater Toronto Hamilton Area, Canada and beyond. Bevertec specializes in technology professionals but looks to fill all professional roles that help expand and grow our client’s business and advance our candidates careers.
Remaining at the forefront of providing staffing solutions has been no easy task for us, that why we depend on top caliber candidates like yourself and our team of business development managers to provide you with the opportunities to work with leaders within the IT realm to meet your aspirations. As proof of our continued success Bevertec places candidates with leaders in the public and private sector and continuous remains a vender of record with large organizations across the country.
Learn more at www.bevertec.com
How to Apply
More about this job
Responsibilities
The Senior Analyst at Bevertec will support policyholder tax reporting for individual life insurance. They will review tax slips before they go to clients, check exempt tests across policies, and investigate inforce policy queries.
Requirements
Candidates need expertise in policyholder taxation and advanced Excel, including VBA, plus solid SQL and experience with Python, C or C++. Knowledge of individual life and health insurance products is needed, and automation tools like Selenium are an asset.
Skills
- Microsoft Excel
- VBA
- SQL
- Python
- C
- C++
- Selenium
- PyAutoGUI
- Policyholder taxation
- Tax reporting
- Policy illustrations
- Actuarial inforce policy management
- Exempt testing
- Life insurance products
- Health insurance products
- Data querying
- Customer service
Categories
- Insurance
- Finance & Accounting
- Technology
- Data & Analytics
Keywords
- Senior Analyst
- individual insurance
- life insurance
- policyholder taxation
- tax reporting
- tax slips
- inforce policy
- actuarial
- Excel
- VBA
- SQL
- Python
- C++
- Selenium
- PyAutoGUI
- insurance analyst
- contract
- hybrid
- Waterloo
Tools
- Microsoft Excel
- VBA
- SQL
- Python
- C
- C++
- Selenium
- PyAutoGUI
Languages
- English
Seniority
Senior