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iA Groupe financier / iA Financial Group logo

Case Manager

Montréal, QC
Senior Level
Full-Time

Top Benefits

Flexible group insurance
Competitive pension plan
Vacation and wellness days

About the role

-**Employer:**iA Financial Group -**Office:**1981 McGill College Avenue -**Location:**Montreal, Quebec -**Job category:**Case Management/Rehabilitation Specialist -**Job ID:**JR10025952 -**Job type:**Permanent Job -**Apply before:**2026-04-06

##Description

Job Title

Case Manager

Build the future with us

You are driven bycustomer service and disability case managementand want to contribute to the purpose of a company that strives to ensure its clients feel confident and secure about their future? As a Case Manager, you willplay a key role in assessing, managing, and following disability claimsto support fair, well‑informed, and contract‑compliant decisions.

This position represents agreat opportunity to showcase your skills and fully leverage your potentialwithin a caring and reliable organization. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

What you’ll accomplish with us

As a Case Manager, you’ll be at the core of our mission. Here are the main responsibilities:

-Being responsible for your portfolio of disability claims, from intake to the end of the claims process; -Assessing disability benefit claims and determining eligibilitywhile considering medical information, contractual provisions, and gathering additional information to support informed decision‑making;

  • Communicating with insured members, plan participants, healthcare professionals, other service providers, and various levels of government, in writing, by email, by phone, and by fax, to obtain missing information, whether medical or non‑medical; -Developing and implementing a structured case management plan;
  • Assessing and identifying non‑medical factors and functional limitations that may impact the duration of disability and facilitating return‑to‑work initiatives in collaboration with a rehabilitation team; -Determining a gradual return‑to‑work planin collaboration with the attending physician, the participant, and the policyholder, as required;
  • Handling sensitive calls from dissatisfied or upset callers related to decisions involving denial of benefits.

What could accelerate your success in this role

We’re looking for someone who:

  • Is recognized forstrong analytical abilitiesand sound professional judgment;
  • Stands out for their verbal and writtencommunication skills;
  • Demonstrates excellent organizational skills and the ability to manage priorities effectively;
  • Is known for theircustomer‑focused mindsetand collaborative approach;
  • Has a positive attitude and the ability to work in afast‑paced and demanding environment; -Has 2 to 3 years of experiencein case management, disability insurance, or a related field (healthcare, human resources);
  • Has anadvanced level of proficiency in both French and English, as the role requireswritten and verbal communication, document analysis, and collaboration with French‑ and English‑speaking clients, participants, healthcare professionals, and external partners on a frequent anddaily basis.

Why you’ll love working with us

  • A work environment wherelearning and development****mergewith a collective pursuit of excellence;
  • A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;
  • Theopportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces; -Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!

and get ahead of your career, where your talent really belongs!

Still unsure about applying?

At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you!

##Get ahead of your career, where your talent belongs

See why so many people choose iA!

##Company Overview

iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $235 billion in assets, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 130 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

##Our commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, write to us. Someone from our team will be happy to assist you.

Case Manager

Build the future with us

You are driven bycustomer service and disability case managementand want to contribute to the purpose of a company that strives to ensure its clients feel confident and secure about their future? As a Case Manager, you willplay a key role in assessing, managing, and following disability claimsto support fair, well‑informed, and contract‑compliant decisions.

This position represents agreat opportunity to showcase your skills and fully leverage your potentialwithin a caring and reliable organization. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

What you’ll accomplish with us

As a Case Manager, you’ll be at the core of our mission. Here are the main responsibilities:

-Being responsible for your portfolio of disability claims, from intake to the end of the claims process; -Assessing disability benefit claims and determining eligibilitywhile considering medical information, contractual provisions, and gathering additional information to support informed decision‑making;

  • Communicating with insured members, plan participants, healthcare professionals, other service providers, and various levels of government, in writing, by email, by phone, and by fax, to obtain missing information, whether medical or non‑medical; -Developing and implementing a structured case management plan;
  • Assessing and identifying non‑medical factors and functional limitations that may impact the duration of disability and facilitating return‑to‑work initiatives in collaboration with a rehabilitation team; -Determining a gradual return‑to‑work planin collaboration with the attending physician, the participant, and the policyholder, as required;
  • Handling sensitive calls from dissatisfied or upset callers related to decisions involving denial of benefits.

What could accelerate your success in this role

We’re looking for someone who:

  • Is recognized forstrong analytical abilitiesand sound professional judgment;
  • Stands out for their verbal and writtencommunication skills;
  • Demonstrates excellent organizational skills and the ability to manage priorities effectively;
  • Is known for theircustomer‑focused mindsetand collaborative approach;
  • Has a positive attitude and the ability to work in afast‑paced and demanding environment; -Has 2 to 3 years of experiencein case management, disability insurance, or a related field (healthcare, human resources);
  • Has anadvanced level of proficiency in both French and English, as the role requireswritten and verbal communication, document analysis, and collaboration with French‑ and English‑speaking clients, participants, healthcare professionals, and external partners on a frequent anddaily basis.

Why you’ll love working with us

  • A work environment wherelearning and development****mergewith a collective pursuit of excellence;
  • A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;
  • Theopportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces; -Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!

and get ahead of your career, where your talent really belongs!

Still unsure about applying?

At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you!

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About iA Groupe financier / iA Financial Group

Insurance Carriers
5001-10,000

iA Financial Group is one of the largest insurance and wealth management groups in Canada, with operations in the United States. Founded in 1892, it is an important Canadian public company and is listed on the Toronto Stock Exchange under the ticker symbols IAG (common shares) and IAF (preferred shares).

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