Technical Records Specialist 2 - Rates & Forms

IdahoPTV; Boise (ID); On-site; USD 23,000 - 33,000; Full time

Benefits offered by this job

PERSI retirement benefits

Paid sick leave

Vacation leave

Career development opportunities

Job summary

Idaho Department of Insurance is seeking a Technical Records Specialist 2 to review and process insurance filings and policies, ensuring compliance with applicable laws and regulations. You will explain requirements to customers and maintain electronic records in a fast-paced environment.

Ideal candidates will have experience in property & casualty and health insurance, strong communication skills, and the ability to work independently or with a team.

Qualifications

• Experience monitoring record systems to identify and correct errors.
• Ability to interpret, explain, and apply laws and regulations.
• Strong analytical skills to research and resolve complex issues.
• Effective communication with customers in person, email, and phone.
• Accurate data entry into computerized records systems.
• Proven ability to compose and proofread business correspondence.

Responsibilities

• Review, evaluate and process records and documents.
• Determine acceptability or conformance to eligibility requirements and procedures.
• Explain requirements and processes to customers.
• Use independent judgment when processing workloads.
• Conduct searches to gather information for problem resolution.
• Update and manage electronic record systems.
• Develop reports for internal and external stakeholders.
• Participate in meetings and conference calls with agency partners.

Skills

Monitoring records

Interpreting laws

Analyzing information

Customer communication

Data entry

Composing correspondence

Problem solving

Job description

Technical Records Specialist 2 - Rates & Forms - 26439

USA:ID:Boise | Insurance | Full Time

20.28 - 20.28 USD per hour

Posted 4 days ago | Apply before October 4, 2026

Description

Idaho Department of Insurance Opportunity

Applications will be accepted through 11:59 PM MST on the posting end date.

The Idaho Department of Insurance (DOI) is searching for a Technical Records Specialist 2. The selected candidate will play a key role in our Rates and Forms Section under the Market Conduct Bureau and reports directly to the Rates and Forms Supervisor.

This position reviews and processes insurance filings and policies; determines and explains compliance with the laws, rules, and regulations to take appropriate action; provides a variety of support functions and maintains an electronic record system.

The ideal candidate will have focused experience in the property and casualty insurance field with additional experience in health insurance. They will also be able to communicate effectively in person and virtually through email and/or on the phone, and will be able to work independently or collaboratively as needed.

RESPONSIBILITIES:

• Review, evaluate and process records and documents
• Determine acceptability or conformance to eligibility requirements, laws, rules, regulations, statutes, policies, and procedures
• Explain requirements, processes, and procedures to customers
• Utilize independent judgment and discretion when processing assigned work
• Conduct involved searches to gather information to resolve problems and respond to inquiries
• Manipulate and update manual and computerized records systems
• Develop reports
• Participate in meetings and conference calls with other agency partners and external stakeholders

MINIMUM QUALIFICATIONS (MQs):

You must possess all the minimum qualifications below. Please make sure your resume or work history supports how you meet the minimum qualifications for this position. Failure to do this may disqualify you from being considered for this position.

Experience:

• Monitoring record systems to identify and correct errors

Typically gained by at least one (1) year of full-time work experience where this duty was a primary responsibility of the job.

• Interpreting, explaining, and applying laws, regulations, and complex policies for multiple or highly specialized programs

Typically gained by at least one (1) year of full-time work experience reviewing documents or actions for compliance with laws, regulations, and/or rules; AND/OR through explaining to others how laws, regulations or rules apply to specific situations. General reception duties are not at the level required for this position.

• Analyzing information and researching a variety of sources to identify and resolve problems or issues

Typically gained by at least one (1) year of experience performing extensive research and analysis of highly complex or technical material requiring in-depth program knowledge to determine if requirements were met and if they complied with established laws and/or regulations. Research would include contacting a variety of sources both inside and outside the organization to obtain and verify information in order to determine the appropriate course of action.

• Dealing with individuals from varying cultural and socio-economic backgrounds in stressful situations

Typically gained by at least one (1) year of full-time work experience de‑escalating tense situations with various customers who could be agitated or upset. Personal or family-type situations are not at the skill level required for this position.

• Entering and retrieving data using a computerized record system

Typically gained by at least one (1) year of full-time work experience where you were responsible for reviewing electronic record systems.

• Composing and proofreading business correspondence

Typically gained by at least one (1) year of full-time work experience where this duty was a primary function of the job; OR successful completion of at least one (1) college‑ level course in English Composition, Business Communications, or related field PLUS at least six (6) months full‑time work experience where this duty was a regular part of the job.

DESIRABLE CANDIDATES WILL HAVE (not required):

Experience:

• Working in property and casualty insurance and/or health insurance
• Interacting/communicating effectively in person, through email and on the telephone
• Multitask, organize, and prioritize multiple projects with competing deadlines
• Maintaining strict confidentiality of non‑public information

Ability to:

• Clearly read and write in English
• Understand and follow complex oral and written instructions
• Develop and provide reports including explaining report findings

SUPPLEMENTAL INFORMATION:

The mission of the Department of Insurance is to serve and protect Idahoans by equitably, effectively, and efficiently administering the Idaho Insurance Code and the International Fire Code.

The Department of Insurance is in downtown Boise across the street from the state's Capitol Building. Boise consistently receives top accolades as one of the best places to live in the country!

RECRUITMENT CONTACT:

Questions about the position or the application process can be directed to Claire Churchill, Human Resource Business Partner III, at [e-mail] or [phone].

• Nationally recognized PERSI retirement benefits
• Paid sick and vacation leave accrual upon hire
• Career growth and professional development opportunities

For additional information related to benefits and/or State programs visit:

The State of Idaho is committed to providing equal employment opportunities and prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on their race, color, religion, political affiliation or belief, sex, national origin, genetics, or any other status protected under applicable federal, state, or local laws.

The State of Idaho is committed to access and reasonable accommodations for individuals with disabilities, auxiliary aids and services are available upon request. If you require an accommodation at any step in our recruitment process, you are encouraged to contact [phone] (TTY/TTD: 711), or email [e-mail].

Preference may be given to veterans who qualify under state and federal laws and regulations.