Bilingual CPP Calculation Analyst

Manulife Financial; Quebec; Remote; CAD 40,000 - 68,000; Full time

Job summary

A leading international financial services company is seeking a self-motivated CPP/QPP Analyst in Canada. The ideal candidate will be fully bilingual (French/English) and possess strong math and negotiation skills. Responsibilities include calculating CPP/QPP offsets, advising Plan Members, and negotiating repayment plans. Remote working arrangement offered, with a salary range between CAD 40,425 and CAD 67,375.

Benefits

Flexible work environment

Support for learning and career growth

Diversity and inclusion commitment

Qualifications

• Communicate in English and French to support clients.
• Empathetic and strong customer service focus.
• Able to read and interpret group insurance contracts.

Responsibilities

• Calculate CPP/QPP offset and adjust LTD benefits.
• Follow up on reimbursements and negotiate plans.
• Advise Plan Member on overpayment amounts.

Skills

Bilingual (French/English)

Customer service focus

Strong math skills

Office 365 (Excel, Word)

Strong communication skills

Negotiation skills

Tools

Navigator

Job description

Overview

The National Life, Disability & Wellness Team is looking for a self-motivated CPP/QPP Analyst who thrives on delivering value, is customer-obsessed, and excited to work with a small yet dynamic team. They should have a good understanding of the Canada Pension Plan / Quebec Pension Plan and its impact on disability benefits, as well as strong mathematical and negotiation skills.

Responsibilities

• Calculate and code the CPP/QPP offset and adjusted LTD benefit in Navigator upon receipt of CPP/QPP disability or retirement benefit approval.
• Calculate and code other offsets such as WSIB, rehab earnings, severance, and input the adjusted LTD benefit in Navigator.
• Advise Plan Member of the overpayment amount with clear explanations both verbally and in writing.
• Follow up with Plan Member and/or Service Canada/Retraite Quebec for reimbursement of overpayment and negotiate an acceptable repayment plan when vital.
• Proceed with claim recoveries in Navigator.
• Review CPP/QPP decline letters and determine if the Plan Member should appeal the decision or reapply later.
• Determine if utilization of the services of an external CPP Advocate is warranted.
• Supervise a group e-mail inbox and provide responses on a rotation basis.

Required Qualifications

• Fully bilingual (French/English): Communicate in English and French to support clients from various jurisdictions outside of Quebec.
• Strong customer service focus with the ability to be empathetic while delivering sometimes difficult messages.
• Strong math skills.
• Very comfortable with Office 365, particularly Excel and Word.
• Experience with Navigator is an asset.
• Able to read and interpret group insurance contracts and apply their provisions.
• Exceptional communication skills, both oral and written.
• Strong negotiation skills.
• A capacity for constant learning from both success and failure.
• Open to change and continuous improvement.

Preferred Qualifications

• Experience in disability benefit calculations is helpful.
• Knowledge of Canada Pension Plan and Quebec Pension Plan legislation preferred.

When you join our team:

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see.

About Manulife/Manulife Financial

Manulife Financial is a leading international financial services company focused on helping people live long, healthy lives. For more information, please visit the official site.

Equal Opportunity Employer

Manulife/Manulife Financial embraces diversity and is committed to fair recruitment, retention, promotion, and compensation practices. Applicants who require accommodation during the application process should contact [e-mail].

Location: Canada, Quebec — Remote Full-time

Working Arrangement

Remote work

Salary

Salary range is expected to be between 40,425 CAD and 67,375 CAD.

Please contact [e-mail] for the salary range for your location. Actual salary will vary based on local market conditions and other factors. Eligible employees may participate in incentive programs.