Support actuarial inforce policy management and individual insurance taxation as a Senior Analyst in Waterloo, Ontario, working hybrid five days monthly onsite.
This position provides subject matter expertise across policyholder taxation and inforce policy administration. Responsibilities include applying exempt test processes, reviewing tax slips, handling policy queries, and supporting year-end reporting. Advanced Excel, VBA, SQL, and programming experience are central to the work.
Key Responsibilities:
- Provide subject matter expertise on policyholder taxation
- Manage actuarial inforce policy taxation activities
- Apply exempt test processes across inforce policies
- Recommend required modifications to policy processes
- Determine and initiate actions for policy queries
Requirements:
- Advanced Excel knowledge, including VBA automation development
- Solid SQL skills for querying and managing data
- Coding experience with Python, C, or C++
- Understanding of individual life insurance products
- Robust customer focus serving internal and external clients
Bring inforce policy, taxation, exempt testing, and automation expertise to individual insurance analysis and policy administration.