Bilingual CPP Calculation Analyst jobs in United States
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Manulife · 9 hours ago

Bilingual CPP Calculation Analyst

Manulife is a leading international financial services provider, and they are seeking a Bilingual CPP Calculation Analyst to join their National Life, Disability & Wellness Team. The role involves calculating and coding CPP/QPP offsets, advising plan members on overpayment amounts, and collaborating with various teams to enhance financial results.

FinanceFinancial ExchangesFinancial Services

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 establish if Plan Member should appeal the decision or reapply later
Define 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
Collaborate with the CPP Senior Disability Administrator and Case Management teams to strengthen financial results
Establish good working relationships with Service Canada and Retraite Québec agents to facilitate our work

Qualification

Math skillsNavigatorBilingual (French/English)Office 365 proficiencyDisability benefit calculationsCPP/QPPCustomer service focusOpen to changeExceptional communication skillsNegotiation skills

Required

Fully bilingual (French/English): The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec
Strong customer service focus; ability to be empathetic while delivering sometimes difficult messages
Strong math skills
Very comfortable with Office 365; most notably 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
Open to change and continuous improvement

Preferred

Experience in disability benefit calculations is helpful
Knowledge of Canada Pension Plan and Quebec Pension plan legislation preferred
A capacity for constant learning from both success and failure

Benefits

Health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans
Various retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
Financial education and counseling resources
Generous paid time off program in Canada includes holidays, vacation, personal, and sick days
Full range of statutory leaves of absence

Company

Manulife

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Manulife is a leading international financial services group that helps people make their decisions easier and lives better.

Funding

Current Stage
Public Company
Total Funding
$3.31B
2025-12-02Post Ipo Debt· $1B
2024-06-11Post Ipo Debt· $363.5M
2023-03-07Post Ipo Debt· $1.2B

Leadership Team

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Phil Witherington
President and CEO
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Steve Finch
President and CEO, Manulife Asia
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Company data provided by crunchbase