Join our Individual Actuarial Inforce & Policy Tax team, where you will play a key role in supporting the administration of individual life policyholder taxation, including year-end tax reporting, illustrations, and ongoing policy taxation activities. As a subject matter expert, you will provide guidance on policyholder tax matters for internal and external clients while investigating and resolving complex inforce policy and taxation inquiries. This role offers the opportunity to contribute to projects, enhance business processes, and develop innovative tools that support actuarial inforce management and policyholder taxation.
Work Arrangements: This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement, and there may be some roles that are required to work in our office more than the minimum requirement.
What you'll do:- 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
- Respond to and resolve complex policyholder taxation and actuarial inforce policy inquiries from internal and external stakeholders
- Investigate, determine, and initiate appropriate actions on inforce policy queries received by the Individual Actuarial Inforce & Policy Tax team
- Develop, maintain, and enhance tools that support actuarial inforce business operations and policyholder tax processes
- Participate in projects related to policyholder taxation, inforce business management, and process improvements
- Ensure the accuracy and integrity of calculations and rates within inforce illustration systems
- Peer review and approve illustration software specifications related to policyholder tax calculations and inforce illustration rules
- Review and sign off on system changes, operational procedures, and business processes related to policyholder taxation and actuarial inforce calculations
- 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
What you'll bring:- University degree, preferably in Engineering, Mathematics, Business, Finance or Actuarial Science
- Excellent analytical and problem-solving skills with the ability to assess complex scenarios and recommend effective solutions
- Strong communication and interpersonal skills with the ability to explain technical concepts to a variety of audiences
- Demonstrated negotiation, collaboration, and decision-making skills
- 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
- Ability to manage multiple priorities, deadlines, and stakeholder requests in a fast-paced environment
- 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
What's in it for you:- Career Growth: Regular learning sessions and development opportunities
- Total Rewards: Allowance provided in place of vacation pay and benefits
- Flexibility: Healthy work-life balance with employee wellness always top of mind, complemented by a "dress for your day" approach
Reports To:Director, Individual Actuarial Inforce and Policy Tax
Department: Individual Insurance
Term: Temporary Full-Time, Sixteen (16) Month Contract
#LI-Hybrid
