RESPONSIBILITIES: The Virtual Field Reporting Specialist is responsible for the timely and professional completion of underwriting surveys. The Virtual Field Reporting Specialist will interact with insurance company and agency personnel as well as policyholders and field operations team members via telephone in a polite and professional manner.

DUTIES: Contacting commerical policyholders via telephone to obtain rating basis information and perform a thorough exposure and control assessment before assembly of finished surveys based on photographs and notes provided by the field operations team. Candidate will meet productivity, time serviceand quality goals. Candidate will maintain a professional telephone demeanorand excel in oral and written communication. Candidate will prioritize workbased on fluctuating business needs and be pro-active in communication withmanagement. Additional duties as required by business need.

CUSTOMER GROUP: 

External – Insuranceagency personnel, Policyholders, their family members,tenants and other contacts

Internal - BusinessUnit Specialist

Customer ServiceRepresentative

Field Operations Team

Quality assurance personnel

Management team

SKILL SET:1) Highly organized with excellent time management skills 2) Excellent verbal communication and interviewing skills 3) Well developed critical thinking and problem solving skills 4) Familiarity with commercial insurance policies including commercial general liability, business owners policies, tenants and lessors risks, garage liability, commercial auto and workers compensation 5) Proficient with personal computers and standard software including MS Excel, Word, Outlook, etc. 6) At least mid-level keyboarding (30 wpm) ability

REQUIRED EQUIPMENT: 1)Telephone and telephone service (landline or mobile) 2) Fully functional computer with dual monitors 3) High speedinternet connection

PHYSICALREQUIREMENTS:Candidate must be able to sit and operate a telephone and computer for extendedperiods of time (up to 4 hours in one session). The candidate must be able to listenand speak English fluently. Bi-lingual (English and Spanish) is a plus.Candidate must be able to focus and concentrate for extended periods of time.Candidate must be able to physically operate a telephone and personal computer.

EDUCATION ANDEXPERIENCE: 1) Associates or Bachelor’s Degree preferred 2) Minimum of a high school diploma or GED required 3) Previous premium audit, insurance loss control or safety experience preferred 4) Experience working with commercial insurance policies including general liability, business owners policies, tenants and lessors risks, garage liability, commercial auto and workers compensation preferred.