Senior Analyst - Individual Insurance (Policyholder Taxation exp)
- Waterloo, ON, Canada
Ideal Candidate Salary: CAD 75K-80K (Depending on the experience) · Full-time
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Job details
- Pay
- Ideal Candidate Salary: CAD 75K-80K (Depending on the experience)
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
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.
More about this job
Responsibilities
Support individual life policyholder taxation administration, including year-end tax reporting, policy illustrations, tax slip verification, and exempt testing across inforce policies. Investigate policy queries, manage inforce policy data, and recommend process or policy modifications as needed.
Requirements
The role requires expertise in policyholder taxation and actuarial inforce policy management, along with advanced Excel and VBA skills and solid SQL knowledge. Experience with Python, C, or C++, strong customer focus, and knowledge of individual life and health insurance products are required or relevant; automation tools such as PyAutoGUI or Selenium are an asset.
Skills
- Individual Life Policyholder Taxation
- Year-End Tax Reporting
- Policy Illustrations
- Actuarial Inforce Policy Management
- Microsoft Excel
- VBA Development
- Automation
- SQL
- Python
- C
- C++
- Tax Slip Review
- Exempt Test Processes
- Life and Health Insurance
- Customer Service
- PyAutoGUI
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Data & Analytics
- Technology
Keywords
- Individual Insurance
- Policyholder Taxation
- Year-End Tax Reporting
- Policy Illustrations
- Actuarial Inforce Policy Management
- Microsoft Excel
- VBA
- SQL
- Python
- C
- C++
- Tax Slips
- Exempt Testing
- Life Insurance
- Health Insurance
- PyAutoGUI
- Selenium
- Data Analysis
- Automation
- Customer Service