Disability Vocational Case Management Senior Associate - Remote, any state, US

Location Designation: Fully Remote 



When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.





Are you interested in being relied on as an expert in the field of Rehabilitation Counseling?   Can you showcase your expertise through the authoring of reports and findings?  Great! Thank you for your time and consideration.  Here’s some highlights…


  • Are you able to quickly assimilate digital information?
  • Do you have what it takes to confidently partner and communicate with internal business partners, managers, and legal experts so that they understand the details of your professional opinions?
  • Can you collaborate with claims managers, nurses, behavioral health specialists, and doctors to review files and understand how different definitions of disability impact recommendations?
  • Can you quickly form a rapport with a customer (a person with an active disability claim) over the telephone while assessing their motivation and needs to help them reach an appropriate work goal?
  • Are you passionate about forming creative recommendations that will help customers safely work productively?


Being a Rehabilitation Specialist in the Healthy Working Life Department means that your primary duties surround the assessment of occupational duties and demands to issue opinions on the ability of customers to meet the definition of disability per specific policies.  You will review information as outlined by a claims manager to use in your analyses.  In addition, you may be expected to also spend some time assessing customer’s return-to-work needs on the phone and help outline their work goals.  Our team is very collaborative and we want you to be able to grow with us as we continue to deliver wins for our customers and our clients every day.


On to the good stuff …What you’ll do:


  • Tell a story through professional documentation – Document opinions and findings in a manner that is not only clear and concise but follows detailed workflows and procedures using proprietary systems.
  • Manage your day through competing priorities – Quickly be able to switch between different tasks depending on urgency and timing of referrals from our claims partners.
  • Be the expert – Performing occupational and transferable skills analysis will be the bulk of your daily work.  While accepted sources of information and templates will be provided it is your job to bring everything together into informative reports.
  • Be an educator - While you will use technology to help complete your work, be able to explain findings without the use of any technological aids. Teach claims partners and peers about occupations, job duties, industry trends, and how experience translates into wages.
  • Communicate clearly – Conduct telephonic return-to-work interviews with customers and document initial work goals and interest in participating in ongoing vocational rehabilitation.  Collaborate with employer-clients to negotiate supportive and appropriate work duties.
  • Improve (us and you) – Collaborate with a network of CRC Rehabilitation Specialists and Vocational Coaches to talk about best-in-class approaches to our program and individualized work with the customers we serve.


What you need for the job:


  • Passion for the analytical side of rehabilitation counseling.
  • Master’s Degree with focus in Rehabilitation Counseling.
  • Active Certification as a Rehabilitation Counselor (CRC; or will by your first day of work).
  • Experience conducting reviews of records and/or evaluations and conducting research to provide objective expert opinions based on relevant data and methodologies appropriate to evaluations in a disability insurance setting.
  • Prior forensic assessment in disability insurance industry.
  • Deep understanding of occupational classification systems with experience completing Transferable Skills Analyses and Occupational Analyses, along with authoring reports of findings.
  • Experience using Economic Research Institute’s Occupational Assessor to evaluate occupational duties and requirements.
  • Be tech savvy.  Microsoft Word, Outlook, SharePoint, and being able to quickly learn proprietary claims management systems are a must.
  • Be creative.  Generates innovative ideas, approaches and solutions while being flexible and adaptable.
  • Effective team (virtual and in-person), written, and verbal communication skills.
  • Be an efficiency master.  Time management and planning your day are very important while balancing prioritized tasks.
  • Document, document, document.  System documentation needs to precisely explain your opinions in a way that is clear even years after you wrote it.
  • Always acts in a manner in line with ethical obligations issued by the Company and the Commission on Rehabilitation Counselor Certification.


Bonus points for these:


  • Additional relevant licenses (LPC or LPC – I) and certifications (CVE, CCM, CDMS, CLMS, CEAS, PHR/SHRM-CP etc.).
  • Experience aiding customers with job seeking skills education and job placement assistance.


Work Location:  Virtual or remote working from home.


It is recommended that all qualified candidates apply to this posting as soon as possible.  Residents of Colorado are hereby notified that the deadline to apply is two weeks from the Posting Date listed above.





Salary range: $65,000-$95,000 

Overtime eligible: Exempt 

Discretionary bonus eligible: Yes 

Sales bonus eligible: No 


Click here to learn more about our benefits. Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.


Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.” To learn more, please visit LinkedIn, our Newsroom and the Careers page of

Job Requisition ID: 90192