Salary Group B12

Class No. 2841



Performs entry-level insurance inspection or investigation work. Work involves assisting in inspecting work sites, auditing forms and documents for accuracy and completeness, and investigating possible violations of the Texas Insurance Code. Works under close supervision, with minimal latitude for the use of initiative and independent judgment.


Determines whether claims are justified, approves or denies the payment of claims, and calculates amounts due on claims.

Consults with insurance agents and company representatives on classification and rate matters.

Audits insurance forms, tax reports, reserve valuations, policies, and endorsements for completeness; and communicates areas of concern to companies.

Analyzes insurance policy advertisements, solicitations, and tables of values to determine statutory compliance.

Reviews corporate documents and annual statements, computes unearned premiums on policies, and calculates refunds and company premiums due.

Provides advice on licensing procedures, researching rules and regulations as needed.

Prepares reports and compiles and maintains records and claim and complaint files.

Furnishes insurance rates, disseminates information on experience rate modifications, and computes unearned premiums on policies.

Assists in conducting investigations of possible violations of the Texas Insurance Code and agency regulations, and assists in preparing reports of findings.

Assists in inspecting work sites for insurance risks.

Assists in researching subscriber files for comparable risks.

Assists in interpreting insurance rules and regulations.

Assists in contacting contract suppliers to adjust services.

Assists in examining and verifying ratings and premium adjustments.

May process and issue licenses.

Performs related work as assigned.


Experience and Education

Experience in insurance work. Graduation from an accredited four-year college or university with major coursework in insurance, finance, mathematics, business administration, or accounting is generally preferred. Experience and education may be substituted for one another.

Knowledge, Skills, and Abilities

Knowledge of insurance principles and practices and of the laws and statutes regarding insurance rates and rate modification, workers’ compensation, licensing, taxation, and reserve analysis.

Skill in the operation of office equipment.

Ability to comprehend tax forms and reports, to determine compliance with regulatory rules and statutes, to conduct inspections and investigations, to inspect buildings and identify building hazard risks, to prepare concise reports, to understand and apply mathematical formulas, and to communicate effectively.

State Auditor’s Office

Revised 9-1-17