Job Details

Job Description

Senior Field Consultant (P&C) / +One

Rooted in Oakbridge's values and mission, the Senior Field Consultant plays a key leadership role in bridging tactical field execution and strategic consulting. This position expands upon foundational fieldwork by introducing advanced client ownership, program development, and mentorship responsibilities. Positioned between Field Consultant and Strategic Consultant roles, these individuals support both hands-on service delivery and higher-level initiatives that drive client value, retention, and growth.

Work Performed

• Lead client engagements (onsite or virtual) addressing safety, compliance, onboarding, and loss control strategy.
• Independently develop and implement risk control programs tailored to client operations and carrier expectations.
• Collaborate with producers to support service planning, account rounding, and renewal preparation.
• Identify, recommend, and oversee implementation of loss mitigation strategies, including behavior-based safety programs, root cause analysis, and performance tracking metrics.
• Provide mentorship and coaching to Field Consultants and support staff to elevate service quality and consistency.
• Support onboarding and training of new hires or junior consultants through knowledge-sharing and field shadowing.
• Conduct advanced safety training, including executive briefings, toolbox talks, and train-the-trainer sessions.
• Regularly evaluate client site safety conditions and program performance; prepare and present findings and strategic recommendations to client leadership.
• Serve as subject matter expert for OSHA/DOT compliance and emerging risk trends, offering internal and client-facing insight.
• Serve as liaison with carrier loss control and claims teams to align risk initiatives.
• Engage with telematics and risk management platforms to extract insights and enhance client adoption.
• Represent Oakbridge at industry events and maintain strong community and client relationships.

Required Competencies

• Proven ability to manage complex client engagements independently.
• Strong analytical skills to assess trends and connect data to action.
• Effective communication skills with both field personnel and senior leadership.
• High emotional intelligence and adaptability in challenging client environments.
• Capacity to mentor and train junior consultants or team members in technical and soft-skill development.
• High emotional intelligence and professional presence when navigating complex personalities or resistance to change.
• Ability to learn the insurance sales process and how service supports retention and growth within 30 days of hire.

Experience & Education Requirements

• 5-7 years of experience in safety, insurance, risk management, or related fields.
• Bachelor's degree in safety, Risk Management, or a related field (or equivalent experience.)
• Understanding of OSHA, DOT, and applicable state/federal safety regulations.
• Experience across industries such as logistics/transportation, construction, and manufacturing.
• Valid driver's license and ability to travel regionally; travel required.

Preferred Qualifications

• OSHA 30-hour certification (General Industry or Construction).
• P&C Insurance License.
• DOT compliance experience or certification required.
• Certified Safety Professional (CSP), ARM, CHST, or similar credentials.
• Proficiency with Microsoft Office and telematics systems.
• Experience with insurance carrier partnerships and collaborative service delivery models.
• Previous leadership or supervisory experience.
• Experience building scalable training programs or risk control resources.

About Oakbridge Insurance

Oakbridge Insurance is a new kind of insurance and risk management agency, committed to transforming and elevating the way business is done in the insurance industry. While our name and business model are new, our history of superior service to clients dates back more than a century and is deeply rooted in the well-being of the communities where we work and live. Our business model combines the strengths of an independent agency with the resources and flexibility of a large brokerage, resulting in an insurance company founded on an unwavering commitment to relationships, service, and trust.

We are deeply rooted in service, with a mission to better serve our communities by transforming and elevating the way business is done in the insurance industry. Our approach bridges the gap between small-town values and corporate efficiency, embodying the strength and flexibility symbolized by the oak tree.

For more information, visit our website at oakbridgeinsurance.com