Apply policyholder taxation expertise and advanced Excel skills as a Senior Analyst in Waterloo, Ontario, with a hybrid schedule requiring five office days monthly.
This Senior Analyst supports individual life policyholder taxation, year-end reporting, and policy illustrations. The work combines actuarial inforce policy management, SQL data analysis, and VBA automation. You will also investigate policy queries and verify tax slips before client submission.
Key Responsibilities:
- Support administration of individual life policyholder taxation
- Complete year-end tax reporting and policy illustrations
- Provide expertise on actuarial inforce policy management
- Review and verify tax slips before client submission
- Investigate inforce policy queries and initiate appropriate actions
Requirements:
- Advanced Microsoft Excel, VBA development, and automation knowledge
- Solid SQL knowledge for querying and analyzing data
- Experience with Python, C, or C++
- Knowledge of individual life and health insurance products
- Solid customer focus and exceptional client service commitment
Use taxation, actuarial policy management, Excel automation, and data analysis expertise to support individual insurance administration in Waterloo.