Disability Case Manager

Human Resources
Human Ressources
August 26, 2020
Updated on
August 23, 2020
Valid until

The Disability Case Manager will be responsible for processing long- term disability claims in order to determine if the participant is eligible for disability benefits.

Company Overview

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.


We are currently looking for a Disability Case Manager to add to our Toronto Team.

Reporting to the Manager, Group Life and Disability Claims, the Disability Case Manager will be 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.

Main Responsibilities:

  • Assess disability claims via telephone to determine eligibility for benefits while providing consideration to medical information and contractual provision
  • Conduct detailed telephone interviews to obtain the pertinent medical and non-medical information
  • Develop and execute a case management plan
  • Assess and identify the non-medical factors and functional limitations which are likely to influence the duration of disability, and 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
  • Manage difficult calls with dissatisfied and potentially irate callers as a result of a decision that impacts benefit eligibility
  • Maintain the participant’s file in the 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
  • Responsible for all billing of EI (Early Intervention)
  • Attend meetings with clients and suppliers
  • Provide assistance with special projects


  • Post Secondary education (health profession, human resources or related field), and 4 to 5 years of related experience
  • Excellent communication skills
  • Well organized individual with strong analytical skills, excellent problem solving ability, and ability to work with minimal supervision
  • Positive attitude, and the ability to work 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 multi-functional team environment
  • Bilingual in both French and English (written and verbal) is a strong asset.