iA Financial Group is the fourth largest life and health insurance company in Canada and offers a wide range of products for all stages of life and to meet the needs of clients across its vast sales network.
Founded in 1892, iA Financial Group’s stability and solidity make it an employer of choice that invests in its employees and their development over the long term.
With operations across Canada and in the United States, iA Financial Group and its over 5,000 employees work hard every day to offer the best service to over four million clients.
Reporting to the Manager, Group Life and Disability Claims, the incumbent is responsible for processing long-term disability claims in order to determine if the participant is eligible for disability benefits while relying on medical reports deemed necessary as well as related policies and procedures.
The case manager must develop a case management plan for every claim.
Assess disability claims and determine eligibility for benefits via telephone interview while taking into consideration medical information and contractual provisions, as well as pursuing additional information to make a sound decision
Conduct detailed telephone interviews to obtain the pertinent medical and non-medical information which has not already been obtained
Develop and execute a case management plan
Assess and identify the non-medical factors and the functional limitations which are likely to influence the duration of disability and to facilitate the return to work in collaboration with a rehabilitation team.
Determine the gradual return to work plan in collaboration with the attending physician, participant, and policyholder, as needed
Communicate with policy holders, participants, health professionals, other services providers as well as various level of government in writing, by email, telephone, and fax.
The Case Manager must also manage difficult calls with dissatisfied and potentially irate callers as a result of a decision to deny benefits
Maintain clear and accurate documentation within the participant's file in our electronic claim system.
Commit to providing a high level of service
Actively and proactively manage disability claims and using all sources available including IME’s and other resources available.
Attend meetings with clients and suppliers, as needed
Provide assistance with special projects
Post Secondary education (health or medical related field is an asset) and a minimum of 2 years of related experience
Excellent communication skills
Well organized individual with strong communication skills, analytical skills, excellent problem solving ability, and ability to work with minimal supervision
Positive attitude, the ability to work well in a fast paced and demanding work environment
Ability to work with multiple deadlines
Adaptability and flexibility are necessary in this role
Knowledge of occupational health and safety and medical terminology
Customer Service oriented
Ability to work in a multifunctional team environment
LOMA and NIDMAR courses are an asset