#BEV123
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
Skills Required
- Experience supporting the administration of individual life policyholder taxation
- Experience with year-end tax reporting and policy illustrations
- Subject matter expertise in policyholder taxation and actuarial inforce policy management
- Advanced Microsoft Excel knowledge, including VBA development and automation
- Solid SQL knowledge for querying, analyzing, and managing data
- Experience with coding languages such as Python, C, or C++
- Strong customer focus and commitment to exceptional internal and external client service
- Experience reviewing and verifying tax slips before client submission
- Experience applying exempt test processes across inforce policies
- Experience investigating and initiating actions on inforce policy queries
- Knowledge of individual life and health insurance products
- Experience with PyAutoGUI, Selenium, or similar automation technologies
What We Do
Bevertec is a Canadian IT firm established in 1981 that provides two core offerings: professional IT staffing and consulting, and software solutions for banking and finance. Its staffing practice connects organizations with technology talent for contract, permanent, and project needs, while its technology division develops secure e-banking and financial products. The company serves clients across Canada and internationally in multiple industry sectors.
