Occ. Code 0375200
INSURANCE FUND FIELD SERVICES REPRESENTATIVE, GRADE 14

New York State Department of Civil Service

Classification Standard

NATURE OF WORK

Insurance Fund Field Services Representatives make field calls on employers to solicit new workers' compensation and disability insurance business and to provide safety control and other services to present insureds.

Positions in this class are located in the Field Service Department of the State Insurance Fund.

CLASSIFICA TION CRITERIA AND DISTINGUISHING CHARACTERISTICS

Insurance Fund Field Services Representative is the beginning level in this series. Insurance Fund Field Services Representatives perform the full range of prospect solicitation and policyholder service duties, but make the less difficult calls - difficulty being reflected in premium size, the demands of safety control, the complexity of underwriting and other service problems, and the kind of call. Insurance Fund Field Services Representatives call on smaller assigned prospects and policyholders or on larger policyholders (those paying a State Insurance Fund annual premium of about $10,000 or more) when the calls are of a less demanding nature.

Senior Insurance Fund Field Services Representatives make the more difficult field calls. Associate Insurance Fund Field Services Representatives are first level supervisors, responsible for a unit of Field Representatives and Senior Field Representatives, or have functional responsibility, comparable in level to that of supervisor, for a program area.

TYPICAL ACTIVITIES, TASKS AND ASSIGNMENTS

Solicits new business and, on assignment, calls on smaller prospects.

Makes periodic safety service calls on insureds paying a premium of up to about $25,000 or, in the case of very large insureds having more than one location, at a branch.

Calls on smaller policyholders (annual State Insurance Fund premium of less than $10,000) who have requested cancellation of coverage to determine the reason and to induce the policyholder to continue coverage with the State Insurance Fund.

Calls on smaller policyholders (less than $10,000 annual premium) on whom the Underwriting Department has imposed a rate differential.

Makes initial underwriting and safety surveys of smaller insureds (State Insurance Fund annual premium of less than $10,000).

Makes other service calls of a less demanding nature related to underwriting, claims and other aspects of coverage.

Serves as the insured's contact concerning inquiries, problems, and complaints related to the policy.

Prepares brief form reports of calls and inspections.

RELATIONSHIPS WITH OTHERS

Insurance Fund Field Services Representatives meet daily with brokers, prospects, and insureds to provide information, respond to inquiries and complaints, conduct inspections and surveys, and to attempt to influence prospects and insureds in favor of the State Insurance Fund's product and services. They communicate frequently with staff members of other departments of the State Insurance Fund, exchanging information and adjusting differences of view about proper action on policies.

NATURE OF SUPERVISION

Insurance Fund Field Services Representatives usually carry out service call assignments with little or no instruction. They receive direction in cases involving operating policy or unusually difficult problems from Associate Field Services Representatives or Insurance Fund District Representatives. Their reports of completed calls are reviewed on a sample basis.

JOB REQUIREMENTS

MINIMUM QUALIFICATIONS

Three years of full-time experience in selling insurance, including casualty and workers' compensation insurance, or in a position with responsibility for the safety of workers engaged in large scale mechanical, industrial, or construction processes. A Bachelor's degree may be substituted for two years of the required experience.

NOTE: These qualifications are subject to change due to selection plan considerations. For current information on qualification requirements for selection purposes contact the Bureau of Staffing Services.

Date: 8/83