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ABOLISHED 05/07/2015 PER PAY LETTER 15-16 - Associate Insurance Investigator (8576)

ABOLISHED 05/07/2015 PER PAY LETTER 15-16 - Associate Insurance Investigator

California State Personnel Board Specification

  • Schematic Code: VJ69
  • Class Code: 8576
  • Established: 05/23/1979
  • Revised: --
  • Title Changed: --


Under general direction to perform independently the most responsible and complex insurance investigations; to act in a lead capacity for other staff personnel; and to do other related work.

Typical Tasks

Without detailed supervision or review, makes decisions and provides advice on varied and difficult investigations to determine compliance with applicable statutes and regulations; personally performs the more difficult insurance investigations a majority of time, such as examination of managing general agents, investigations involving large segments of the insurance buying public, or investigations affecting the entire insurance industry; gathers and evaluates facts from insured, insurance companies, their agents or brokers and other sources; prepares cases and appears in administrative or court hearings; in a lead capacity over a subordinate staff conducting insurance investigations, determines case status, insures production, provides advice and assistance, reviews the final product and recommends disposition of the case; assists the Senior Insurance Investigator on the day-to-day training of subordinate staff; may supervise a very small field office; may directly supervise the work of Insurance Trainees.

Minimum Qualifications

Either I


One year of experience in the California state service performing the duties of an Insurance Investigator, Range C, or an Insurance Policy Officer. (Applicants who have completed six months of service performing the duties as specified above will be admitted to the examination but they must satisfactorily complete one year of experience before they are eligible for appointment.)



Experience: Three years of experience in investigative work. (Experience in California state service applied toward this requirement must be at the level of responsibility provided in the promotional pattern.) and


Education: Equivalent to graduation from college. (Additional qualifying experience may be substituted for the required education on a year-for-year basis.)

Knowledge and Abilities

Knowledge of: General insurance principles, practices, procedures and terminology; general insurance and contract law, the Insurance Code, related statutes and court decisions; techniques of investigative work and skill in performing such work.


Ability to: Apply insurance statutes and court decisions to specific cases; make difficult investigations; prepare effective evidence; analyze the records and accounts of licensees of the department; speak and write effectively; direct the work of others; analyze situations accurately and adopt an effective course of action.

  Updated: 9/13/2017
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