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Entry level
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H&R Block
Tax Associate
Kansas City, Missouri, United States · On-site
Entry level
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$55k–$83k/yr
Full-time
Vacation, Sick time, Paid family leave, Parental leave, Adoption leave, Medical coverage
Posted 1d ago
Apply by Sep 20
~40 hrs/week
Responsibilities
Manage and prioritize a caseload of long-term disability claims while applying contractual provisions and legal guidelines to determine benefit eligibility. Prepare written rationales for claim decisions and coordinate with vocational staff to assess rehabilitation opportunities.
Requirements
Requires excellent written and verbal communication skills with a strong customer service orientation. Candidates must demonstrate expert analytical abilities, critical thinking, and the capacity to work both independently and within a team environment.
Full job description
Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide.
At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.
When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.
Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work. Our team members and leaders are expected to foster connection and teamwork by being present in the office at least 2 days per week.
The Opportunity
In the role of Case Manager I, LTD you will have the opportunity to make a difference in the lives of individuals who have experienced a disability by successfully managing a caseload of long term disability claims. Leverage your analytical and communication skills to work independently while also thriving in a team setting. This role is key in Sun Life’s journey of building the best benefits company in America. You will manage customer service, the benefit payment process and the financial risk associated with an assigned block of Long Term Disability claims. The Case Manager will apply the appropriate contractual provisions, legal guidelines, claims procedures and protocols to the facts of each claim to decide on its acceptance or denial and the duration of the benefit payment. You will be responsible for clearly communicating the rationale with confidence and sensitivity for the claimant’s circumstances.
How you will contribute:
Manage and prioritize a group of claims on an ongoing basis while maintaining appropriate documentation
Obtain all pertinent and necessary information to evaluate claim credibility
Prepare written rationale of claim decision based on review of contractual provisions and analysis of medical and occupational records
Process claims for payment by setting up on claim paying system to ensure accurate and timely receipt of payment benefits
Assess vocational rehabilitation opportunities by working with vocational staff
Use investigative tools, may testify in court cases and provide depositions related to claim disputes based on technical expertise
What you will bring with you:
Excellent written and verbal communication skills with customer service orientation
Must be able to work independently and a team environment
Ability to conduct detailed claimant interviews
Solid critical thinking skills as well as the ability to negotiate with people
Demonstrated expert analytical skills with the ability to think creatively and address the strengths and weaknesses of a claim and the fine distinctions in contract language
Salary Range: $55,300 - $83,000 At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.
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!
We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.
Life is brighter when you work at Sun Life
At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We’re proud to be recognized in our communities as a top employer. Proudly Great Place to Work® Certified in Canada and the U.S., we’ve also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities.
We will make reasonable accommodations to the known physical or mental limitations 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 thebrightside@sunlife.com to request an accommodation.
We do not require or administer lie detector tests as a condition of employment or continued employment.
Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances.
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.
Job Category:
Claims - Life & Disability
Posting End Date:
19/09/2026
Related keywords
Case ManagerLong Term DisabilityLTDClaimsBenefitsInsuranceFinancial riskClaim credibilityContract languageVocational rehabilitationDepositionsAnalyticalCustomer serviceHybrid workDisability insurance
Sun Life is a leading financial services organization dedicated to helping people achieve lifetime financial security and live healthier lives.
We provide a wide range of insurance and investment products and services in key markets around the world including Canada, the United States, the United Kingdom, Hong Kong, the Philippines and Indonesia. At Sun Life, we have more than 34,000 employees and 112,900 advisors worldwide.
Websites:
Canada www.sunlife.ca/en/
US www.sunlife.com/us/en/
Vietnam www.sunlife.com.vn
Hong Kong www.sunlife.com.hk
Indonesia www.sunlife.co.id
Malaysia www.sunlife.com.my
Philippines www.sunlife.com.ph
Offices: 18 Hung Luen Road, Hong Kong, HK · 2323 Grand Blvd, Kansas City, MO 64108, US · 1 Sun Life Park, Wellesley Hills, MA 02481, US · 5455 Avenue de Gaspe, Montreal, QC H2T 3B3, CA · 5 Công trường Mê Linh, Ho Chi Minh, Vietnam, Ho Chi Minh City 71006, VN
How many Finance & Accounting jobs are open in Kansas City, MO right now?
There are currently 633 open finance & accounting positions in Kansas City, MO listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Kansas City, MO?
Companies currently hiring include Lockton, UMB Bank, Commerce Bank, H&R Block, RubinBrown LLP, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Kansas City, MO?
Yes — 234 of the 633 open finance & accounting positions offer remote or hybrid work (61 remote, 173 hybrid).
How do I apply for Finance & Accounting jobs in Kansas City, MO?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.