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State of Washington Classified Job Specification


<< Classified Job Listing

Class Code: 163E
Category: Financial Services
Salary Range: 41
Abolished Effective: 08-14-2015


Performs the full range of technical and professional benefits advisory duties including establishing and/or servicing insurance program/plan accounts, providing expert consultative services, training others and independently resolving technical problems involving enrollees, beneficiaries, agencies, carriers and/or providers.

Typical Work

Provides instruction, assistance and training to lower level staff; 

Analyzes, negotiates and resolves complex issues and/or technical problems involving WAC's, RCW's, rules, laws, agencies, carriers, providers, membership, beneficiaries or others; 

Provides expert consultative services to members, beneficiaries and/or others with respect to program/plan benefits, options and services;  

Audits and adjusts membership accounts; 

Develops modifications, improvements and changes to procedures and policies;  

Makes oral presentations, participates in promotional events and/or provides training to various groups;  

May act as a lead worker for lower level staff;  

Performs other duties as required.

Knowledge and Abilities

Knowledge of: Business communications and business math; applicable RCW's WAC's, laws and contracts; agency policies, procedures and practices; effective writing and speaking principles.

Ability to: independently analyze complex records, cases and situations, and make timely, accurate decisions; elicit information, counsel effectively, and resolve disputes; perform mathematical calculations; write and speak effectively; address groups; interpret and apply RCW's, WAC's and Law's; establish effective working relationships and handle difficult persons with tact and diplomacy; adapt to constantly changing circumstances.

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 a Benefits Specialist 1.


Four years of experience providing direct client services or counseling of customers in the areas of deferred compensation, health insurance, retirement, unemployment, disability, or other related benefits programs.


Two years of college and two years of the experience listed above.

Class Specification History

New class: 1-12-90
New class code: (formerly 13210) effective July 1, 2007
Revise class:  Revise title (formerly Benefits Specialist 2), revise definition and delete distinguishing characteristics; adopted August 9, 2012, effective August 10, 2012.  General revisions to typical work and desirable qualifications August 9, 2012.
Abolished; adopted August 13, 2015, effective August 14, 2015