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State of Washington Classified Job Specification


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Class Code: 150G
Category: Financial Services


Within a division of the Office of Insurance Commissioner, performs senior-level paraprofessional work.  Researches, examines, and evaluates Viatical Settlement Broker, Limited Surplus Lines Broker, General and Managing General Agent and Premium Finance Company insurance applications; OR rate or contract filings, financial statements, consumer complaints, or health insurance issues.  May act as lead worker for lower level Insurance Technicians.

Typical Work

Researches, analyzes, evaluates and answers complex applications, filings and complaints regarding insurance matters; 

Provides authoritative information and assistance regarding applicable statutes to consumers and business communities both in person and by telephone; 

As lead, trains lower level insurance technicians; 

Composes detailed letters and calls applicants, insurance companies, state departments in Washington and other states, explains complex insurance rules, regulations and procedures, answers questions and resolves problems involving insurance structure and name changes, and makes recommendations regarding what actions they may need to take to comply with insurance requirements; 

Audits compliance with continuing education regulations; 

Researches and reviews complex issues in applications, filings and complaints such as reciprocity information for foreign corporations, viatical settlement brokers, etc., 

Authorizes the issuance of company appointment and affiliation certificate, calculates penal amounts on corporate brokers and surplus lines bonds, and maintains records of active and inactive bonds; 

Performs other work as required.

Knowledge and Abilities

Knowledge of:  insurance statutes and regulations, insurance requirements and procedures, principles of insurance ratings, firm and corporate requirements (domestic and foreign), written reciprocal agreements with other states, office practices, correspondence preparation, departmental policies. 

Ability to:  effectively communicate and deal with the public and solve problems, especially in stressful situations, supervise employees, answer specific questions relating to insurance procedures, RCWs, WACs, etc., accept responsibility for a variety of activities without constant direction and supervision, maintain courteous attitude toward public, fellow employees and representatives of other agencies, write and speak clearly and effectively, analyze legal documents and make independent determinations, act in the absence of the supervisor, type at occupational levels of speed and accuracy.

Legal Requirement(s)

There may be instances where individual positions must have additional licenses or certification. It is the employer’s responsibility to ensure the appropriate licenses/certifications are obtained for each position. 

Desirable Qualifications

One year as an Insurance Technician 2.


Two years as an Insurance Technician 1. 

Equivalent education/experience.

Class Specification History

New class: 11-15-91
Revise definition, minimum qualifications, title change (formerly Insurance Licensing Assistant Manager), general revision: 10-11-96
Revised definition: 1-14-2000
New class code: (formerly 14155) effective July 1, 2007