State of Washington Classified Job Specification
INSURANCE TECHNICIAN 2
Within a division of the Office of Insurance Commissioner, performs paraprofessional work. Examines and evaluates insurance applications; rate or contract filing; financial statements; consumer complaints, or health insurance issues. Provides authoritative information and assistance regarding the applicable statutes, guidelines and office procedures to business communities, governmental agencies, and the general public.
This class may perform any of the work performed by the lower level class but spends the majority of time analyzing, evaluating and answering detailed questions regarding resident and non-resident agents, adjusters, and solicitors licenses, renewals and fees. Audits continuing education data provided by individuals licensed as resident or non-resident agents, brokers and/or solicitors for validity and accuracy; OR rate or contract filings; financial statements; or consumer complaints.
Examines cover letters or face sheets verifying companies calculated rate increases correctly;
Enters filings or complaints into automated tracking system;
Provides authoritative information and assistance regarding applicable statutes to consumers and business communities both in person and by telephone;
Analyzes, evaluates and answers detailed questions regarding insurance matters;
Works and assists with resident and non-resident licensees, individuals, firms and corporations;
Composes letters and/or calls applicants, insurance companies, state departments in Washington and other states, explains 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;
Authorizes the issuance of company appointment and affiliations;
Approves renewal or reinstatement of licenses or researches license and provider records to determine cause of deficiencies;
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, 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, 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.
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.
One year as an Insurance Technician 1.
Four years of clerical experience, one year of which must have been at the third clerical level or above.
College course work will substitute, year for year, for the required experience, except for the required one year of experience at the third clerical level or above.
NOTE: These positions must be able to type 40 words per minute.
Class Specification History
Revise definition, distinguishing characteristics, minimum qualifications, title change (Formerly Insurance Licensing Technician 2), general revision: 10-11-96
Revised definition: 1-14-2000
New class code: (formerly 14154) effective July 1, 2007