Jobs in Waterloo

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Within 25 km of Waterloo

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Bevertec

Senior Analyst - Individual Insurance (Policyholder Taxation exp)

Waterloo, ON, Canada

Ideal Candidate Salary: CAD 75K-80K (Depending on the experience) · Full-time

Within 25 km of Waterloo · About 2.3 km from the city centre

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Job details

Pay: Ideal Candidate Salary: CAD 75K-80K (Depending on the experience)
Job type: Full-time
Apply by: Nov 28, 2026
Posted: Oct 29, 2026

Original job description

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.

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Responsibilities

Support individual life policyholder taxation administration, including year-end tax reporting, policy illustrations, tax slip verification, and exempt testing across inforce policies. Investigate policy queries, manage inforce policy data, and recommend process or policy modifications as needed.

Requirements

The role requires expertise in policyholder taxation and actuarial inforce policy management, along with advanced Excel and VBA skills and solid SQL knowledge. Experience with Python, C, or C++, strong customer focus, and knowledge of individual life and health insurance products are required or relevant; automation tools such as PyAutoGUI or Selenium are an asset.

Skills

Individual Life Policyholder Taxation
Year-End Tax Reporting
Policy Illustrations
Actuarial Inforce Policy Management
Microsoft Excel
VBA Development
Automation
SQL
Python
C
C++
Tax Slip Review
Exempt Test Processes
Life and Health Insurance
Customer Service
PyAutoGUI

Visa sponsorship

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Keywords

Individual Insurance
Policyholder Taxation
Year-End Tax Reporting
Policy Illustrations
Actuarial Inforce Policy Management
Microsoft Excel
VBA
SQL
Python
C
C++
Tax Slips
Exempt Testing
Life Insurance
Health Insurance
PyAutoGUI
Selenium
Data Analysis
Automation
Customer Service

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