Field Consultant PT

Underwriter Services Association; Santa Clara (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

Underwriter Services Association is looking for a Field Insurance Inspector in Santa Clara, California. The role involves conducting virtual and onsite inspections of high value homes and small businesses for insurance companies, assessing risk, and documenting findings.

Ideal candidates will have strong analytical skills, excellent communication abilities, and a willingness to travel. You will work closely with both property and commercial lines of insurance, ensuring accurate evaluations and risk assessments.

Qualifications

• High degree of professionalism and emotional intelligence.
• Strong analytical skills and resourcefulness.
• Solid aptitude for risk assessment and replacement cost.
• Excellent written and oral communications skills.
• Proficiency with computer equipment and software.
• Ability to manage multiple projects at once.

Responsibilities

• Conduct virtual and onsite inspections of high value homes and small businesses.
• Complete requisite number of surveys each month to achieve revenue goals.
• Conduct property surveys, documenting construction materials and special features.
• Evaluate risk for various commercial insurance lines of business.
• Engage business owners and document hazards observed.

Skills

Professionalism

Analytical skills

Risk assessment

Communication skills

Computer proficiency

Project management

Willingness to travel

Survey experience

Job description

Responsibilities

The Field Insurance Inspector conducts virtual and onsite inspections of high value homes and small businesses for personal and commercial lines insurance companies to analyze replacement cost value and to assess risk. This includes regular visits to high-end custom homes in affluent locations in the service area.

Field Insurance Inspectors must complete the requisite number of surveys each month to achieve personal revenue production goals, and complete other special projects as assigned by their manager.

High Value Surveys – Conduct property surveys on high value homes, documenting construction materials, workmanship, and special features of the structure; determine square footage; generate an estimate replacement cost; document hazards for underwriting, including recommendations for risk improvement; and complete a detailed survey report write-up, including narrative assessments.

Commercial Lines Risk Control Surveys – Conduct underwriting surveys and loss control assessments on commercial businesses; observe and evaluate risk for various commercial insurance lines of business including Property, General Liability, Workers Compensation and Auto/Fleet; engage business owners; document hazards observed for underwriting; and complete a detailed survey report write-up, including narrative assessment.

Knowledge, Skills, And Abilities Needed

• High degree of professionalism and emotional intelligence
• Strong analytical skills and resourcefulness
• Solid aptitude for risk assessment and replacement cost
• Excellent written and oral communications
• Proficiency with computer equipment and software
• Ability to manage multiple projects at once, and handle time sensitive urgencies
• Willingness to travel
• High Value Survey or Commercial Survey experience appreciated