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Sun Life Financial, Inc.

Case Management Consultant

Posted 6 Days Ago
Be an Early Applicant
In-Office or Remote
3 Locations
Mid level
In-Office or Remote
3 Locations
Mid level
Coach and develop a disability claims team to optimize case management, reduce claim duration, ensure client-focused service, improve processes, report trends, and support business retention and growth.
The summary above was generated by AI

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll 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, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.


At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.


When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.


Discover how you can make a difference in the lives of individuals, families and communities around the world.


Job Description:

As Case Management Consultant: You will be responsible for coaching your assigned disability claims team, helping to improve case managers’ skills in order to optimize claims duration and drive profitability of the group disability clients assigned to the team.

What you will be doing:

  • Responsible for coaching an assigned disability claims team, helping to improve case managers’ skills in order to optimize claims duration and drive profitability of the group disability clients assigned to the team

  • Coach your assigned team on Outcome Focused Case Management, to develop and refine their skills on the appropriate utilization of tools/approaches, portfolio

  • Ensure a client focused approach permeates in your coaching as you act as the primary coaching resource for your assigned team, support staff in achieving overall office targets, workload management, difficult cases, department workflow and processes

  • Help your team to prioritize work items in order to meet client service standards and Sun Life best practice guidelines

  • 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

  • Contribute to the ongoing business retention and growth by cultivating excellence in your team

  • Report on emerging trends so that they can be addressed and where suitable, learnings can be leveraged nationally

What you need to succeed:

  • Minimum 3 years experience in Long and Short Term Disability Claims or Bachelor's Degree in related field

  • Proficient knowledge of group insurance policy and coverage concepts

  • Exceptional case management, organizational and analytical skills

  • Excellent listening and communication skills (both written and verbal)

  • Ability to deliver constructive feedback in a tactful and sensitive manner that positively influences case managers’ engagement

  • Strong training and coaching skills

What’s in it for you?

  • Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.

  • As a hybrid organization, you and your leader use business and Client needs to choose where you work, at home or in the office.

  • We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential.

  • We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health.


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 factors. In 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 [email protected].


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.


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.


Salary Range:

60,000/60 000 - 97,000/97 000

Job Category:

Claims - Life & Disability

Posting End Date:

31/08/2026

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