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++
- Solid 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 (Waterloo)
🏢 Bevertec
📍 Waterloo