Career Opportunities: Virtual Mortgage Specialist - Calgary, AB (257790) Requisition ID 257790    Virtual Mortgage Retention Specialist In-office role Location: 225 6 Ave SW, Calgary (Brookfield Place) Working Conditions: This role will operate under extended hours. Hours of operation are Monday to Friday 8:00am to 8:00pm MDT; the incumbent will be scheduled shifts within these times. Leading with a financial planning approach, the Virtual Mortgage Specialist is responsible for retaining, servicing and deepening relationships with mortgage renewal customers by offering a full suite of complimentary financial strategies and solutions that best meet the customers’ immediate and future financial needs. The primary responsibility of the Virtual Mortgage Specialists is to remotely support multiple branches across Canada in achieving mortgage renewal and retention goals through proactive customer contact. Is this role right for you? In this role, you will: - Through proactive customer contact, provide expert mortgage knowledge and advice on a full range of customized solutions using a holistic financial planning approach with the goal of retaining and deepening relationships with an assigned portfolio of mortgage renewal customers. - Primary focus of proactively establishing contact with mortgage renewal customer and retain the mortgage business. - Through a proactive mortgage retention process, remotely manage assigned renewal leads including, assessing customer financial needs/goals, presenting mortgage retention offers, managing rate negotiations and making appropriate recommendations to secure the renewal. - Through effective preparation and discovery, identify and act on opportunities to deepen the relationship with additional, relevant financial solutions. Deepen and grow relationships and business by: - Understanding customer’s financial goals and preferences, analyzing their needs, and recommending the appropriate strategies and solutions to help them achieve their goals. - Planning and executing on weekly measurable targets including proactive customer contacts, and effective mortgage retention. - Identifying referral opportunities in response to changes in needs/preferences and where necessary, referring and collaborating with key partners, such as Financial Advisor Investment and Retirement Specialists, Small Business Advisors or the appropriate Global Wealth partners. ​Deliver exceptional customer experiences by: - Effectively executing the Customer Experience Model (CEM) - Consistently delivering on the Service Basics and Advice+ Promises in all customer/employee interactions - Delivering on the diverse advice expectations of our customers. - Escalating and tracking customer concerns and complaints as required ​​​​Minimize the Bank’s exposure to risk by: - Contributing to operational excellence and a satisfactory Branch audit - Staying current and adhering to all retail lending compliance, regulatory compliance, custody and Occupational Health & Safety requirements and changes - Ensuring strict adherence to Bank security procedures, including retail lending policies and processes, assigned authorities and limits - Escalating fraudulent activities, unusual occurrences, issues/deficiencies/trends to your direct supervisor and/or Branch Manager and/or AML and/or Branch Compliance Officer or Alternate (BCO/ABCO) and/or Chief Compliance Officers and/or applicable Shared Services Department as appropriate - Adhering to custody and security procedures at all times - Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions. - ​​Adhering to compliance with regulatory activities and guidelines as part of the sales process, including Privacy, Anti-Money Laundering(AML)/Anti-Terrorist Financing, Financial Consumer Agency of Canada(FCAC), Know Your Customer(KYC), Canadian Deposit Insurance Corporation(CDIC), regulations and policies and Guidelines for Business Conduct. - ​​​​​​​Champions a high-performance environment and contributes to an inclusive work environment. Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have: - Strong understanding of residential mortgage product knowledge, including policy and process - Experience working with in a customer-facing role within the financial industry or related field - Post-secondary degree in business/finance or related field (considered an asset) - Expert knowledge using Microsoft Teams, Salesforce and E-Signature - Prior experience leading virtual advice discussions and assisting customers on how to navigate virtual meetings (considered an asset) - Highly organized with strong attention to detail - Effective written and verbal communication skills What we’re offering: - The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers. - A competitive compensation and benefits package. - An organization committed to making a difference in our communities– for you and our customers. - You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development. - You’ll receive clear, transparent criteria to progress in your career. Location(s):  Canada : Alberta : Calgary

Role Description At Gallagher Bassett, we're there when it matters most because helping people through challenging moments is more than just our job, it’s our purpose. Every day, we help clients navigate complexity, support recovery, and deliver outcomes that make a real difference in people’s lives. It takes empathy, precision, and a strong sense of partnership—and that’s exactly what you’ll find here. We’re a team of fast-paced fixers, empathetic experts, and outcomes drivers — people who care deeply about doing the right thing and doing it well. Whether you're managing claims, supporting clients, or improving processes, you’ll play a vital role in helping businesses and individuals move forward with confidence. Here, you’ll be supported by a culture that values teamwork, encourages curiosity, and celebrates the impact of your work. Because when you’re here, you’re part of something bigger. You’re part of a team that shows up, stands together, and leads with purpose. Qualifications - Claims Background: Workers Compensation - Prior leadership experience: 2 years - Jurisdictional Experience: California Requirements - High School Diploma - Minimum of 8 years related claims experience - Appropriately licensed and/or certified in all states in which claims are being handled - Knowledge of all team member related functions Benefits - Medical/dental/vision plans, which start from day one! - Life and accident insurance - 401(K) and Roth options - Tax-advantaged accounts (HSA, FSA) - Educational expense reimbursement - Paid parental leave - Digital mental health services (Talkspace) - Flexible work hours (availability varies by office and job function) - Training programs - Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing - Charitable matching gift program - And more...

• Research and resolve all claims and authorizations exceptions using internal resources. • Provide communication to providers as necessary regarding the status of a claim or authorization. • Follow up with providers on all financial implications of reprocessed claims or authorizations. • Transport all claims entered by processors from image software to proprietary software for review. • Utilizing knowledge of system, research current queues of work to find claims requiring further research and correction. • Research and resolve any claim and authorization issues to determine best resolution. • Work with internal departments to resolve issues involving authorization or claim handling. • Recoup any overpayments to providers resulting from changes to a claim or authorization processing by posting to the provider account. • Log all claims and authorizations that cannot be resolved and send rejection letters to providers. • Using knowledge of authorizations, hold certain payments pending the outcome of client review. • Adjudicate claims and send for payments ensuring that all proper documentation is attached. • Complete daily audit of claims entered by Claim Intake representative. • Take any incoming calls from providers or members regarding authorizations, benefits, or claim status. • Provide backup to Accounts Receivable Assistant or Authorization Representative as needed. • Develop and/or communicate methods to improve productivity and efficiency. • Assist with gathering data for client audits. • Contribute to the team effort by accomplishing additional responsibilities as needed. • Assist with training of new staff members.

Virtual Triage Obvious Total Loss Adjuster remote type Fully Remote locations USA - IL (Remote) time type Full time job requisition id R29431 At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection. Job Description The Virtual Triage Obvious Total Loss Adjuster is responsible for delivering exceptional customer service to individuals whose vehicles require repair. This role conducts virtual inspections of vehicle damage—including automobiles, motorcycles, ATVs, and RVs—prepares repair estimates, completes total loss valuations, and negotiates moderately complex (and occasionally more complex) settlements with repair facilities, tow yards, and customers. The adjuster accurately estimates repair times related to rental or loss‑of‑use needs. This position operates independently, managing and prioritizing its own workload while clearly explaining coverage, estimates, claim processes, settlements, and rental procedures to both agents and customers. A day in the life of the Virtual Triage Obvious Total Loss Adjuster, and what it takes to do the job! - The Customer Service Expert – you’ll live into Allstate’s Claims Culture by caring, empowering, and restoring, and you will accomplish that by being compassionate, clear, and a committed partner in each Casualty claim. You lead with empathy, always. - The Investigator – you’ll confidently and independently investigate casualty (and applicable LOB (line of business)) claims by performing detailed reviews of damage and interpreting policies to determine coverage. - The Effective Communicator – you’ll use phone, emails and sometimes even video chat with customers to help them through a fast, fair, and easy claims process. You’ll also incorporate a specific approach to claim handling to offer the customer their preference of communication to efficiently discuss their claim needs and keep them updated on the claim progress. - The Negotiator – You will evaluate and negotiate claims settlements with customers, vendors, third party carriers and claimants, in accordance with all legal and business standard methodologies. With negotiations, you will incorporate tactics in handling challenging and complex situations. - The Problem Solver – you’ll utilize multiple tools to get the job done in a fast-paced environment, including estimate tools, job aids, and additional settlement platforms, all while using your sharp critical thinking skills. - The Recorder – Your Eye for Detail Keeps Everything on Track - In this role, you’ll ensure claims are documented accurately and in line with policy agreements. As you handle each case, you’ll maintain clear, timely records in our claims system (which we’ll train you on). Your attention to detail helps keep the process smooth, organized, and transparent from start to finish. Preferred Experience - You have 18 months or more experience writing Auto collision estimates - You have prior experience using an auto estimating program such as: CCC One / Mitchel Functional Skills - Summarizes documents and enters into claim system notes - Documents a claim file with notes, evaluations, and decision-making process. - May work the Triage Tool and partners with the Good Hands Repair Network for vehicles that may be potential total losses, and determines reparability and if repairs can be settled rapidly - Investigates moderately complex or occasionally complex files, reviews damage, take photos, and determines reparability or total loss - Prepares damage estimates or valuation for moderately complex or occasionally complex claims and locates parts - Evaluates diminished value in a moderately complex or occasionally complex claim - Triage moderately complex and occasionally complex total loss claims - Initiates payments (QCP, Fast Mobile Epay, etc.) and pays appropriate parties - Negotiates and settles moderately complex and occasionally complex claims in accordance with business unit best practices - Responds to moderately complex and occasionally complex arbitrations contentions Work Location - Your home office does not need to be near an Allstate office, but it does need to be in the United States. This position is not available for California, Washington, Alaska, and Hawaii residents. - Please note, you may be required to attend 2 weeks of training held in person at our Dallas, TX office. When you work from home full time, you’ll need: - A dedicated workspace in your residence that is private and free from distractions - A minimum internet bandwidth of 50 MB down/5 MB up - Appropriate work surface and seating  What will Allstate provide: - A technology bundle that includes all equipment needed to perform your work from home (laptop, monitors, headset, keyboard, mouse) - Connectivity reimbursement of $80 per month to offset some of the cost of internet Notice of Licensing Requirement - As a condition of employment, you may be expected to obtain an adjuster’s license - All required licenses will need to be obtained within 60 days of hire - You must maintain all licensing required for your role. This includes any continuing education and/or other state-affiliated requirements for licensing renewal - This role offers a sign on bonus of $1,000 if you have an active appraiser license or active adjuster license in TX, FL, or your resident state (current employees and candidates who have previously worked for and are seeking to be rehired at Allstate and its family of companies are not eligible for this sign-on bonus) Benefits Allstate cares about you and your wellbeing. We offer a comprehensive total rewards package that includes pay, benefits, and programs to help you balance work with the rest of your life. You can choose whatever benefits are most important you. Here are some of our offerings: - Competitive salary based on experience and qualifications - Medical, dental, and vision coverage - Allstate pension plan and 401(k) savings plan - Ayco financial coaching - Spring Health mental and emotional wellbeing resources - Paid parental leave - Adoption reimbursement - Paid time off - Tuition reimbursement - Wellness incentives - Learn more by visiting Allstategoodlife.com Notes The preceding description is not designed to be a complete list of all duties and responsibilities. May be required to perform other related duties as assigned. Regular, predictable attendance is an essential function of this job. #LI-BH3 Skills Auto Estimating, Automobile Maintenance, Automotives, Car Maintenance, Claims Processing, Estimatics, Insurance Claims, Negotiation, Policy Interpretation, Total Loss Claims, Valuation Analysis, Vehicle Valuation Compensation Compensation offered for this role is 53,500.00 - 84,625.00 annually and is based on experience and qualifications. The candidate(s) offered this position will be required to submit to a background investigation.