Insur Fund Services Specialist 1

Grade 14

New York State has approximately 6 positions* in this title statewide. You may view a breakdown of positions by county. This position exists in State Insurance Fund. View links to all New York State agencies including agencies that have this title. For more information, New York State employees can contact the Career Mobility Office at (518) 485-6199 or (800) 553-1322. If you are not a current New York State employee, you can use the Department of Civil Service Web site to explore possible employment opportunities.

*The number of positions is approximate and represents the number of positions established (both filled and vacant); it is not an indication or reference to position type or duration, or intent to be filled. If you are viewing a trainee title, please note this number reflects the number of positions established at the journey level. Agencies may fill at the trainee level(s) or at the journey level based on employee qualifications. GOT-IT does not provide information on any job postings or job availability. For information on current job postings, please visit State Jobs NY. You may also visit specific New York State Agency websites for information about an agency and its job opportunities.

Career Ladder

A listing of titles that are most commonly used as steps for upward mobility for this title series. The salary schedule for this career ladder is also available.

  1. Insurance Fund Services Specialist Trainee 1

    Similar to Grade 11

  2. Insurance Fund Services Specialist Trainee 2

    Similar to Grade 13

  3. Insur Fund Services Specialist 1

    Grade 14

  4. Insur Fund Services Specialist 2

    Grade 18

  5. Insur Fund Services Specialist 3

    Grade 23

  6. Insur Fund Services Specialist 4

    Grade 25

Summary of Job Description

As an Insurance Fund Services Specialist 1, you would:

Be at journey level; perform routine collections activities, premium rate calculations, and insurance policy maintenance functions.

Under the general direction of an Insurance Fund Services Specialist 2, perform collection activities requiring regular contact with policyholders, insurance brokers, attorneys, accountants, collection agencies, and internal SIF departments.  Positions respond to policyholders, brokers, accountants, attorneys or internal SIF staff regarding cancellations; interact with difficult customers and/or situations both in-person and over the phone; explain legal repercussions of cancellation and work to resolve problem; reinstate policies when warranted and place into cancellation when payment agreements are neglected; update credit indicators on policy accounts; research credit balance accounts and process appropriate refund checks to policyholders; work with Underwriters and Insurance Premium Auditors to ensure credit is proper and due; conduct searches on refund recipients and coordinate with legal to address corporate changes; process write-offs to accounts deemed uncollectable; process and/or adjust returned check fees, collection fees, and/or service fees; notify policyholders of adjustment; research payments made to SIF that have not properly posted to an account; and prepare written correspondence in response to inquiries or to notify policyholders of a collection issue.

View the classification standard for this title, on the Classification and Compensation webpage.

The NYS Title and Salary Plan provides additional information regarding other titles. If there is a classification standard available there will be a link under the column labeled STD. NO. If no link is available there is no classification standard available at this time for that title.

Summary of Minimum Qualifications

Please note: qualifications for this position may be subject to change. If substitutions for education and/or experience are allowed, this information would be available on the announcement.

You must take and pass a Civil Service examination in order to be considered for this position.

For qualified employees of New York State: The examination used to fill this position is called Public Administration Traineeship Transition (PATT).

For informational purposes only, click on the examination number(s) listed below to see the current or previous examination(s) that are used to fill this title.


How to Apply

When this examination is scheduled to be held, the announcement can be found on the Department of Civil Service, Examination Announcements web page. If you do not see an examination currently scheduled please check back on a monthly basis or sign up for announcement notification by email so that you will automatically be notified when new examinations are being offered.

Career Mobility

Career mobility is not just limited to the titles in the Career Ladder, above. Additional movement may be achieved through other examinations, additional education and/or work experience or transfer opportunities. For additional information or clarification of transfer determinations, current State employees should contact the Career Mobility Office. Visit ELMS Online to view established open-competitive, promotion, and transition eligible lists. If you are not a current New York State employee, see Employment Opportunities with New York State and find out how to become a New York State employee.

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