Settlement Consultant, Group Disability

You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day youll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals families and communities around the world.

Job Description:

Settlement Consultant Group Disability

Reporting to the Director Appeals & Litigation the Settlement Consultant is responsible for proactively managing a block of long term disability claims by applying Sun Lifes non-litigated settlement strategy to appropriate claims in order to better serve our clients and improve financial outcomes.

What will you do

• Identify issues and solutions on LTD claims that require follow-up within the disability operations

• Consistently build strong working relationships with members of our legal services department disability claims operations marketing finance and other stakeholders working proactively and in partnership with them

• Contribute to the ongoing business retention and growth by building strong working relationships with our customers and by your proactive engagement with plan sponsors

• Contribute to a dynamic work environment by identifying opportunities to continuously improve processes to better meet our service excellence quality and financial commitments to our customers

• Coach and mentor other team members within the team as opportunities arise

• Demonstrate an excellent knowledge of group insurance disability case management strategies and risk management.

• Exhibit strong communication organizational and people skills

• Help prioritize work in order to meet customer expectations

• Build strong effective relationships with your Director and other members of the Non-Litigated Appeals & Litigation team working in partnership with them to help the team meet expected business outcomes

Main Accountabilities related to Settlements

• Work in partnership with the rest of the settlement team to continually provide input to the development and enhancement of the settlement strategy

• Review long term disability claims (both actively managed and long duration) to identify non-litigated settlement opportunities

• Contact and obtain buy-in from plan sponsors; this will involve attending plan sponsor meetings to showcase the settlement strategy

• Contact plan members to make a settlement offer ensuring strict adherence to the settlement practice and striving for a win/win solution for all stakeholders

• Prepare all supporting paperwork (offer letters legal releases etc) to complete successful settlements

• Coach and educate internal GD stakeholders (DCM RC) on the settlement strategy providing expert advice; this will involve meetings/presentations to showcase the benefits of the settlement strategy as a claims management tool

• Build engaging presentations and proactively contact plan sponsors to obtain buy-in attending sponsor meetings to present and promote the settlement strategy.

• Contact plan members directly ake a settlement offer ensuring strict adherence to the settlement practice and striving for a win/win solution for all stakeholders

• Develop and maintain collaborative relationships with DCMs and RCs to consistently meet monthly rehabilitation referral objectives

What do you need to succeed

• As this position is posted in several locations we specify that bilingualism (French English both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.

• Bilingual is an asset

• Minimum 5 years disability management experience

• Expert knowledge of disability case management strategies

• Sound understanding of client financial arrangements and business impact of claims decisions;

• Strong analytical and problem solving skills

• Strong facilitation and negotiation skills

• Excellent written documentation and verbal communication skills;

• Stellar customer service skills

• Strong organizational analytical and decision making skills

• Excellent listening skills and capacity for empathy

• Ability to deal with stressful situations

• Ability to self-reflect and demonstrate other personal characteristics that positively influence your own engagement and growth

• Ability to review and analyse own KPIs to identify gaps or trends

• Strong interpersonal and motivational skills

• Demonstrated ability to adapt to change

• Ability to understand and explain new concepts to successfully transfer knowledge and promote both engagement and implementation

• Strong ability to objectively review information taking into consideration all aspects of files/situations

• Strong ability to work collaboratively with others

• Demonstrate an excellent knowledge of group insurance disability case management strategies underwriting knowledge and risk management.

• Claims and rehab experience is an asset

• Demonstrates a proven track record of achieving strategic objectives and delivering outcomes.

Reasons why you should join us under the sun:

• The opportunity to move along a variety of career paths with amazing networking potential

• A caring supportive and inclusive culture

• We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work.

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other addition to Base Pay eligible Sun Life employees participate in various incentive plans payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to .

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We may use artificial intelligence to support candidate sourcing screening interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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