Salary :
Job Description
Reports To: Director of Surveillance and COO
Start Date: September
Location: 2424 K Street, Sacramento, CA
Schedule: Tuesday–Saturday, Full-Time Exempt (Salary)
Salary: $70,304 per year
Travel: 10–20% only in California for events, trainings, and meetings
Primary Responsibilities
- Assist in managing daily Surveillance Department operations.
- Serve as Acting Director when necessary.
- Manage out-of-state investigators, vendors, and investigations.
- Ensure cases are investigation-ready before assignment.
- Run DMV driver's license and license plate searches; verify vehicle ownership, registration information, and ensure results are accurately entered into CaseLink.
- Verify medical appointments the day before surveillance.
- Coordinate investigator schedules, coverage, PTO, and operational support.
- Resolve investigator access, login, software, and case issues.
- Partner with Sales and Client Services on priority cases and client communications.
- Problem-solve operational issues including cancellations, scheduling conflicts, weather, travel, and staffing.
- Monitor quality, timeliness, reports, video uploads, and compliance.
- Develop and improve departmental procedures, workflows, and AI-enabled processes.
Leadership Responsibilities
- Coach and mentor investigators and case managers.
- Support hiring, onboarding, and training.
- Promote accountability, quality, and operational excellence.
- Recommend process improvements and technology enhancements.
Qualifications
- 5+ years in insurance investigations or surveillance operations.
- Leadership or management experience.
- Strong organizational, communication, and problem-solving skills.
- Experience coordinating multiple investigations simultaneously.
- Ability to travel and work from the Sacramento office Tuesday–Saturday.
Key Performance Indicators (KPIs)
- Case readiness before assignment
- Medical appointment verification accuracy
- On-time investigation completion
- Client and investigator satisfaction
- Vendor performance
- Report turnaround time
- Operational problem resolution
- Quality assurance scores
Best Practices for Insurance Investigation Case Management
- Validate objectives, addresses, vehicles, and supporting documents before assignment.
- Confirm appointments, weather, investigator readiness, and client updates before each surveillance day.
- Monitor active investigations and resolve issues immediately.
- Ensure complete reports, video, billing, and follow-up opportunities after surveillance.
- Balance investigator workloads and maintain staffing readiness.
- Track metrics and recommend continuous operational improvements.
Benefits
- Medical
- Dental
- Vision
- PTO
- FSA
- Simple IRA Plan
Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to their race, creed, color, disability, sex, sexual orientation, national origin, age, religion, Vietnam era Veteran’s status, political affiliation, or any other non-merit factor.
After making a conditional offer of employment, the company will conduct a job-related background check. A comprehensive background check may consist of prior employment verification, motor vehicle records, professional reference checks, education confirmation and/or criminal record and credit checks. Third-party services will be hired to perform these checks. Employer will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the ordinance.
After an offer is made and accepted, the employer will comply with the Immigration and Nationality Act I-9 requirements to establish your identity and employment eligibility.
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