Bilingual (Fr/En) Intake Coordinator Group Disability

Job summary

Contact plan members and sponsors to gather missing claim information, explain the process, answer questions, and provide updates. Review documents, system information, and contract provisions to assess eligibility, set up claims accurately, and manage straightforward claims while meeting service standards.

Job details

Permanent Full Time - As an Intake Coordinator, you will help plan members and plan sponsors when a disability claim is first submitted. You will collect and confirm information, explain next steps, check whether the claim is eligible, and manage straightforward claims by following established guidelines. What you will do Contact plan members and plan sponsors promptly when claim information is missing or unclear Explain what information is required, answer questions about the claim process and help with form completion when needed Follow up by phone, email or letter and keep plan members and sponsors informed about outstanding information and claim status Review claim documents, system information and contract provisions to confirm admissibility and eligibility for coverage Set up claims accurately in line with the contract and any group-specific requirements Organize daily work to meet service standards and deadlines while adapting to changing claim and call volumes What you will bring Bilingualism (fluent in French and English) required, as the position will regularly serve our clients with English and French-speaking need Minimum of one year within a customer service environment Ability to understand complex instructions and basic contract language Basic knowledge of medical terminology Strong typing and data entry skills; proficiency with Microsoft Office programs Strong organization, prioritization and attention to detail Working experience within disability insurance is an asset Reliability Status Security Clearance – this can only be completed with candidates who receive an offer of employment. This is a personal security status that is required as a condition of employment before an employee can gain access to Protected B information, assets or work sites as outlined by the Government of Canada website. The cost of submitting these checks will be covered by Canada Life This position will be located in the Winnipeg head office and follows a hybrid work model, with an in-office presence required two days per week.- The base salary for this position is between $39,100 - $52,800 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you. Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis. Grow with Canada Life We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country. We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you! What we offer: We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member: Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement. Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being. Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day. Financial Security: Company-matching pension plan, share ownership program and additional investment options. Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more! Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events. Learn more about Canada Life. We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com. All information provided will be handled in accordance with applicable laws and Canada Life policies. Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted. #LI-Hybrid

What you’ll do

Contact plan members and sponsors to gather missing claim information, explain the process, answer questions, and provide updates. Review documents, system information, and contract provisions to assess eligibility, set up claims accurately, and manage straightforward claims while meeting service standards.

Requirements

Fluent French and English and at least one year of customer service experience are required. Candidates should understand complex instructions and basic contract language, have basic medical terminology knowledge, strong typing and data-entry skills, Microsoft Office proficiency, and strong organizational, prioritization, and attention-to-detail skills; disability insurance experience is an asset.

Benefits

• Career Advancement Opportunities
• Education Reimbursement
• Health and Dental Benefits
• Mental Health Benefit
• Vacation and Personal Days
• Volunteer Day
• Company-Matching Pension Plan
• Share Ownership Program
• Investment Options
• Employee Recognition Programs
• Employee Discounts
• Employee Resource Groups
• Mentorship Programs

Listed skills

• Customer service · Preferred
• Organization · Preferred
• Attention to detail · Preferred
• Microsoft Office · Preferred
• Prioritization · Preferred
• Data entry · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• French-English Bilingualism
• Customer Service
• Disability Claims Intake
• Claims Eligibility Assessment
• Information Gathering
• Contract Interpretation
• Medical Terminology
• Typing
• Data Entry
• Microsoft Office
• Organization
• Prioritization
• Attention to Detail
• Written and Verbal Communication
• Claims Follow-Up
• Disability Claims
• Personal Security
• Bilingual (French/English)
• Service Standards
• Mental Health
• Discounts And Allowances
• Mentorship
• Security Clearance
• Detail Oriented

Job areas

• Customer Service & Support
• Administrative
• Finance & Accounting
• Disability Coordinator
• Registrar / Patient Service Representative
• Health Care Assistants
• Patient Representatives
• Health Technologists and Technicians, All Other

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