Communicating with Disability Case Managers, Plan Sponsors and tipsters, utilizing the principles of clear language, and in a courteous and professional tone
Setting up cases in Case Manager for Investigators
Gathering additional plan member details
Conduct preliminary, open source searches/research
Manage inbox and triage of information
Review referrals for accuracy and quality
Communicating with the Disability Business Unit for various requests
Assist with process improvements and maintaining team job aids
Collaborating with colleagues to drive process improvements, which have a direct impact on the client experience

Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.
Advanced online and social media research skills
Strong analytical and problem-solving skills, attention to accuracy and details
Strong organizational and decision-making skills
Ability to complete detailed tracking of all activities to support any follow-up
Ability to handle conflicting priorities and meet stringent deadlines
Ability to operate effectively as a team member in a dynamic environment
Ability to work independently with minimal supervision
Post-secondary education preferred
Knowledge of disability claims an asset.

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
An environment of continuous learning and improvement
Flexible Benefits
Pension Plan & Stocks Ownership and time off.

Bilingual Investigative Analyst – Disability

Key skills