Case Specialist I, Std Job at Sun Life, South Portland, ME 04106

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Job Description

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

Job Description:

Location: We welcome applicants from anywhere in the U.S.


At Sun Life, we look for optimistic people who want to make life brighter for our Clients. We understand the value of diverse cultures, perspectives, and identities, and want you to bring your full and authentic self to work. Every day, you’ll be empowered and challenged by working with dynamic colleagues to find new and innovative ways to make Sun Life the best benefits company in America.

The opportunity:

Short-Term Disability insurance provides an income to employees who cannot work due to an illness or injury. As a Case Specialist, you will review claims for Short-Term Disability and come to the conclusion if the person applying for benefits are eligible to receive them. Some claims are easy, some are more complex. But all claims give you the opportunity to interact and make a difference for our Clients daily.

How you will contribute:

  • Reviews and investigates disability claims by using telephone and written contact with the applicable parties, (claimant, employer/supervisor, credit union, treating physician, etc.) to gather pertinent data to examine the claim

  • Adjudicates claims accurately and fairly in accordance with the contract, appropriate claim policies and procedures, and state and federal regulations, meeting productivity and quality standards based on product line

  • Utilizes appropriate medical and risk resources, adhering to referral polices, and transferring claims to the appropriate risk level in a timely manner

  • Conducts in-depth pre-existing condition or contestable investigations if applicable

  • Calculates benefit payments, which may include partial disability benefits, integration with other income sources, survivor benefits, residual disability benefits, cost of living adjustments, etc.

  • Develops and maintains on-line claim data (and paper file if applicable)

  • Documents and communicates claim decisions

  • Coordinates return to work, working with vocational rehabilitation as necessary

  • As warranted, guides the claims management activities of the insurance company clients’ claims analysts on co-managed claims

  • Obtains/maintains TPA licensing and required credit hours

  • Participates in in-service and training opportunities as required

  • Acts as a mentor to new employees, conducting one-on-one training and serving as a resource

  • Assists with segment reviews

  • Assists with heavy claim loads

  • Participates in internal and external training seminars

  • Participates in the development of internal policies and procedures

  • Participates in industry or client meetings

What you will bring with you:

  • 2+ years of insurance claims experience

  • Attains and maintains appropriate TPA licenses in accordance with the Claims Licensing Policy

  • Ability to train and mentor new employees

  • Ability to work in self-directed manner with minimal assistance from the consultant or manager

  • Exposure to various issues within specific disability product line with demonstrated experience in generating and selecting solutions to resolve those issues

  • Solid investigative, critical thinking, problem solving and decision-making skills

  • Ability to interpret and communicate disability contract language

  • Excellent verbal communication skills, with the ability to be both pleasant and professional

  • Strong written communication skills

  • Solid mathematical skills

  • Ability to work well on one’s own and in a team environment

  • Strong interpersonal and customer service skills

  • Ability to initiate and prioritize regular work duties and projects

  • Detail oriented, organized, the ability to multi-task, and strong time management skills

  • Strong computer skills, proficient in a PC environment and MS Word, Excel, and email systems

  • Ability to work professionally and effectively with co-workers, clients, claimants, vendors and others with whom DRMS does business

Do you see yourself in this role even if you haven’t checked all the boxes above? We welcome all talented candidates and are committed to a culture that represents diversity in all forms. If you think you might thrive in this setting, we would love to hear from you.


Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you!

Life is brighter when you work at Sun Life

  • Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical, and financial – including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more

  • Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account

  • A flexible work environment with a friendly, caring, collaborative and inclusive culture

  • Great Place to Work® Certified in Canada and the U.S.

  • Named as a “Top 10” employer by the Boston Globe's “Top Places to Work” two years running


All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.


If you are a California resident, the salary range for this position is:

  • Southern region: $48,100 – 64,900 annually

  • Central region: $50,700 – 68,400 annually

  • Northern region: $54,200 – 73,200 annually

If you are a Colorado resident, the salary range for this position is $45,900 – 62,000 annually.


If you are a New York resident, the salary range for this position is
$54,200 – 73,200 annually.

If you are Washington resident, the salary range for this position is $50,700 – 68,400 annually.

We consider various factors in determining actual pay including your skills, qualifications, and experience. In addition to salary, this position is eligible for incentive awards based on individual and business performance as well as a broad range of competitive benefits.

Sun Life Financial is a leading provider of group insurance benefits in the U.S., helping people protect what they love about their lives. More than just a name, Sun Life symbolizes our brand promise of making life brighter -for our customers, partners, and communities. Join our talented, diverse workforce and launch a rewarding career. Visit us at www.sunlife.com/us to learn more.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

#LI-remote

Our Affirmative Action Program affirms our commitment to make reasonable accommodation to the known physical or mental limitation of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email recruitingUS@sunlife.com to request an accommodation.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

For applicants residing in California, please read our employee California Privacy Policy and Notice.

Job Category:

Claims - Life & Disability

Posting End Date:

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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