Intake Coordinator Group Disability

Canada Life; Winnipeg; Hybrid; CAD 39,000 - 53,000; Full time

Benefits offered by this job

Education reimbursement

Health and dental benefits

Mental health benefit

Volunteer day

Pension plan

Employee recognition

ERGs & mentorship

Job summary

Canada Life is seeking an Intake Coordinator at the Winnipeg head office. The role supports plan members and sponsors from initial claim submission, collecting information, explaining next steps, and confirming eligibility while processing straightforward claims per established guidelines.

The position follows a hybrid work model with in-office presence two days per week. Base salary ranges from $39,100 to $52,800 annually, with potential bonuses and total rewards discussed later in the process.

Qualifications

• Bilingual in French and English required; serves clients in both languages.
• At least 1 year in a customer service environment.
• Ability to understand complex instructions and basic contract language.
• Basic knowledge of medical terminology.
• Strong typing and data entry skills; proficient with Microsoft Office.
• Strong organizational, prioritization and attention to detail.
• Experience in disability insurance is an asset.
• Security clearance process required after offer; costs covered by Canada Life.

Responsibilities

• Contact plan members and sponsors promptly when information is missing or unclear.
• Explain required information, assist with form completion when needed.
• Follow up by phone, email or letter; inform on claim status.
• Review claim documents and contract provisions to confirm eligibility for coverage.
• Set up claims in line with contract and group requirements.
• Organize daily work to meet service standards and deadlines.

Skills

Bilingual FR/EN

Customer service

Data entry

Medical terminology

MS Office

Organization

Attention to detail

Disability insurance

Tools

Microsoft Office

Job description

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 additionalinvestment 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 [e-mail]. 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.