Salary Group B20

Class No. 2845



Performs advanced (senior-level) insurance work. Work involves overseeing the investigation of possible violations of the Texas Insurance Code, administering and regulating the calculation of insurance rates, reviewing and making recommendations, researching programs for the development of rules, investigating tax claims and complaints, and interpreting insurance policies and procedures. May plan, assign, and/or supervise the work of others. Works under minimal supervision, with extensive latitude for the use of initiative and independent judgment.


Oversees insurance inspections and investigations, and determines the methods and priorities for securing evidence.

Oversees the operations of various departments of companies in conservatorship.

Oversees the investigations of insurance business transactions and financial operations, prepares investigative summaries of findings, and develops regulation procedures.

Oversees investigations of possible violations of the Texas Insurance Code and agency regulations, and prepares reports of findings.

Develops and evaluates program activities; and recommends operational improvements, budgetary needs, and proposed legislation as appropriate.

Reviews and processes rate applications and filings, policy form filings, and rating symbol changes.

Reviews and processes rate deviation filings and prepares board orders.

Reviews building plans and specifications prior to the start of construction.

Reviews licensing and licensing education practices and procedures, and makes recommendations for improvement as appropriate.

Researches problems concerning the development and interpretation of programs, manuals, rules, rates, and policy forms; and makes recommendations for improvement as appropriate.

Investigates complaints, filings, and activities of unauthorized business operations; and recommends corrective action as appropriate.

Initiates company liquidation processes, recommends policies and procedures for the governance of receiverships, and assists in resolving problems related to the liquidation.

Advises on insurance matters and methods of investigative problem resolution.

Prepares natural disaster plans and conducts investigations of related occurrences.

Prepares premium and loss accounting records.

Recommends and implements disciplinary action procedures for Texas Insurance Code violators.

May plan, assign, and/or supervise the work of others.

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 prepare concise reports; to understand and apply mathematical formulas; to review and evaluate program activities; to audit reports and forms; to communicate effectively; and to plan, assign, and/or supervise the work of others.

State Auditor’s Office

Reviewed 9-1-17