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Bevertec

Senior Analyst - Individual Insurance

Posted 9 Days Ago
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In-Office
Waterloo, ON, CAN
Senior level
In-Office
Waterloo, ON, CAN
Senior level
Supports individual life policyholder taxation, including year-end tax reporting, policy illustrations, tax slip verification, and exempt test processes. Provides subject matter expertise in policyholder taxation and actuarial inforce policy management, investigates policy queries, and recommends modifications. Requires advanced Excel and VBA automation skills, SQL, programming experience, and familiarity with life and health insurance products. Experience with PyAutoGUI, Selenium, or similar automation tools is an asset.
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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

             Click the “Apply to Job” button and follow the instructions to submit your resume or contact :                 Shah Rukh Khan at [email protected]
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    Bevertec Mississauga, Ontario, CAN Office

    Mississauga, Canada

    Bevertec Toronto, Ontario, CAN Office

    Toronto, Canada

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