Settlement Consultant, Group Disability

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 Life’s 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.