[Hiring] Disability Benefits Specialist @Medavie

Role Description

The Disability Benefits Specialist, CPP/QPP is a key contributor to the evolution and excellence of our disability management operations. The incumbent is responsible for coordinating, supporting and advancing the integration of government disability benefit programs, including QPP and CPP, within the disability management process. Through expert guidance, financial analysis, and member advocacy, this role delivers meaningful outcomes for members while contributing to operational excellence, continuous improvement, and sustainable business results.

The role supports members through referrals, applications, appeals, benefit offsets and ongoing follow-up activities while ensuring accurate administration and positive member outcomes. The position serves as a key resource for internal stakeholders and contributes to operational efficiency, financial results and continuous improvement initiatives through the effective coordination of government disability benefit programs.

What You’ll Do:

• Full management of QPP/CPP files following referral by the Disability Case Specialist (referrals, applications, follow-ups, appeals, decisions)
• Initiate the process and support plan members with their application
• Complete the required follow-ups and ensure the process is completed
• Communicate with plan members by phone and in writing to explain the impact of offsets
• Advisory expertise for DCS, TLs and internal stakeholders
• Act as a subject matter expert for QPP and CPP files
• Provide expert guidance on complex cases and emerging practices related to government disability programs
• Contribute to knowledge sharing, process enhancements, and operational best practices across the organization
• Follow up on files
• Provide status updates
• Financial analysis and application of offsets
• Determine the amount of the QPP/CPP retroactive payment
• Initiate recovery steps with QPP/CPP
• Communicate the impact of QPP/CPP approval to the plan member
• Enter the necessary information in the systems to ensure file continuity
• Ensure calculation accuracy and compliance with contracts
• Enter data into the systems to apply offsets
• Relationships with external organizations and resolution of complex files
• Call QPP/CPP to understand timelines and decisions
• Ensure that QPP/CPP has all the necessary information and documentation to make a decision, particularly in cases of refusal by QPP/CPP
• Process refusal decisions and support the insured person in initiating the appeal of the decision
• Identify opportunities to improve processes, member experience, and operational effectiveness
• Participate in initiatives that support innovation, quality, and the ongoing evolution of disability management practices

Qualifications

• Post-secondary diploma in administration, insurance, accounting, finance, or another related field
• 1-3 years of experience in disability management, group insurance, claims administration, finance, or a related field
• Experience in finance or accounting
• Professional written and verbal communication skills to successfully partner and influence various stakeholders including the claimant
• Strong organization and prioritization skills required to manage different types of tasks
• Excellent customer service and telephone skills with the ability to communicate complex and difficult information clearly with tact and sensitivity
• Strong analytical skills, excellent problem-solving abilities and can work with minimum supervision
• Strong knowledge of government disability benefit programs, including QPP and CPP, or the ability to develop expertise quickly in a specialized environment
• Analytical ability and attention to detail
• Ability and confidence in explaining financial concepts
• Customer focus and ability to manage multiple priorities
• Proficient keyboarding and technical aptitude in Microsoft Office
• Experience working with an electronic case management system, such as Fineos is considered an asset
• Bilingualism (English/French) is required for this position

Benefits

• A purpose-driven organization dedicated to improving the well-being of Canadians
• A comprehensive benefits plan, including health and dental coverage that is 100% employer paid from day one, plus wellness benefits, health resources, and fitness center discounts
• A flexible work environment that supports work–life balance and empowers employees to thrive
• Robust professional development opportunities, including leadership programs, ongoing learning, and career growth pathways
• A collaborative and inclusive culture where your expertise is valued, your voice matters, and your contributions help shape our product strategy