Client Service Specialist, Disability Management

We put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees. 

Our people are:

• Encouraged to challenge the status quo and never stop learning in their commitment to excellence.
• Empowered with a sense of accountability and autonomy to take ownership of their work.
• Treated with respect and act with integrity by putting clients, colleagues, and community first.
• Recognized for their achievements and celebrate festivities, big and small, to make work fun.

We also proudly offer most employees the opportunity to become owners. With over 700 employee owners, Acera Insurance is the only Canadian brokerage that is widely owned by its employees. Our employee owners have a vested interest and get to share in Acera Insurance’s success — which they make possible.

Join our award-winning network of over 1,300 professionals across Canada and change the way people feel about insurance.

CLIENT SERVICE SPECIALIST, DISABILITY MANAGEMENT | ACERA BENEFITS

JOB SUMMARY

Provide administrative support to the Disability Management Department in delivering Disability Management services across Canada. Your work contributes to positive health outcomes for employees and cost-effective solutions for our clients. 

JOB DETAILS

• Location: St. Albert, Alberta  
• Status: Full-time permanent 

ESSENTIAL JOB FUNCTIONS 

• Assist with the end-to-end administration of Disability Management claims and services, including intake, documentation, tracking, and communication. Ensure timely and accurate processing across various claim types and jurisdictions  

• Support the Disability Management team with file organization, documentation updates, and coordination of claim-related activities, including transitions between benefit types where applicable  

• Oversee client invoicing from creation to collection—prepare and send invoices, track payments, and follow up to ensure timely resolution of outstanding balances    

• Learn provincial WCB policies and processes; liaise with WCBs across Canada on claim management, appeals, Cost Relief, and Cost Transfers. 

• Prepare monthly employer reports; monitor, track, and report on Disability Management activities, including occupational and non-occupational claims, related costs, and other leave types  

• Support the implementation and rollout of disability management software, including file migration and documentation standards. 

• Communicate with employees, employers/HR, and treatment providers to request and distribute information required for the management of disability claims. Follow up on outstanding items, ensure completion, and maintain accurate documentation within claim files  

• Maintain strict confidentiality and ensure documentation, storage, and handling of records comply with privacy policies, laws, and legislation. 

COMPETENCIES & QUALIFICATIONS

• Customer service experience with strong communication and client-care skills. 

• Proven file management and organizational skills with attention to detail and timelines. 

• Education/training in a health-related field with knowledge of medical terminology. 

• Knowledge of disability claims processes, including occupational and non-occupational programs, is considered an asset  

• Certification with a related regulatory body—or willingness to pursue. 

• Curiosity to learn provincial policies/processes and comfort working with software and reporting tools. 

• A collaborative mindset and the ability to build trust with clients, employees, and stakeholders. 

Acera Insurance is the largest independent, employee-controlled brokerage in Canada. We are proudly 100% Canadian owned and operated. With over 70 locations across British Columbia, Alberta, Saskatchewan, Ontario, Nova Scotia, and the Yukon, $1.4 billion in gross written premium, and $1.3 billion group retirement savings assets under management, our team provides individuals, families and businesses unbiased insurance and risk management solutions that have a distinct Canadian perspective. Our collaborative work structure combines our people’s strength and expertise to offer greater value, knowledge, and resources to our personal and commercial clients nationwide, including comprehensive group benefits.

Acera Insurance is an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.