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State of Washington Classified Job Specification

INSURANCE TECHNICIAN 1

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INSURANCE TECHNICIAN 1
Class Code: 150E
Category: Financial Services


Definition

Within a division of the Office of Insurance Commissioner, performs entry level paraprofessional work.  Examines and evaluates insurance applications; rate or contract filings; financial statements; incoming consumer complaints; or health insurance issues.  Provides basic and general information and assistance regarding the applicable statutes, guidelines, and/or office procedures to business communities, governmental agencies, and the general public.

Typical Work

Reviews various documents to determine whether insurance requirements have been met; 

Evaluates and authorizes the issuance of company appointments; 

Composes generic letters and/or calls appplicants, insurance companies, state departments in Washington and other states, explains basic insurance rules and procedures, answers questions and resolves problems involving insurance matters, and makes recommendations regarding what actions they may need to take to comply with requirements; 

Interprets Insurance data base and activities, and adds, modifies, cancels and maintains records; 

Performs other work as required.

Knowledge and Abilities

Knowledge of:  basic insurance statutes and regulations, insurance requirements and procedures, firm and corporate requirements, office practices, correspondence preparation, departmental policies. 

Ability to:  effectively communicate and deal with the public, especially in stressful situations, answer specific questions relating to licensing, rates and contracts, consumer advocacy or investigations procedures, 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.

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. 

Persons legally authorized to work in the U.S. under federal law, including Deferred Action for Childhood Arrivals recipients, are eligible for employment unless prohibited by other state or federal law.

Desirable Qualifications

Three 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.   

NOTE:  These positions must be able to type a minimum of 40 words per minute.

Class Specification History

New class: 11-15-91
Revise definition, minimum qualifications, title change (formerly Insurance Licensing Technician 1), general revisions: 10-11-96
Revised definition: 1-14-2000
New class code: (formerly 14153) effective July 1, 2007.
Base range salary adjustment adopted 6/13/2019, effective 7/1/2019; range 32 to range 33.

Revised Legal Requirements; effective June 6, 2024, due to adopted legislative action.