table of contents - gallagher surveys€¦ · yes / no yes / no yes / no yes / no if yes: typical...

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Table of Contents Gallagher 2015 California Total Compensation Survey Page 1 Copyright © 2015 by Arthur J. Gallagher & Co. Page 1. General Information 2 Overview of survey. 2. How to Submit Your Data: Use www.salarysurveys.com Web site. 3 3. Organizational Information: Provide industry and financial data on your organization. 4 4. Human Resources Issues 6 “Hot” Issues, Perceptions of the Economy and the Workplace, Workforce Additions and Reductions, Employee Turnover, Unionizing Activity, Workers’ Compensation Insurance, Performance Reviews 5. Compensation-Related Issues 9 Salary Increases, Salary Structure Adjustments, Shift Differentials, Severance Pay, Equity Compensation, Compensation/Benefits Costs, Hiring Bonuses 6. Employee Benefits 12 Paid Time Off, Medical/Dental/Vision Insurance, Retirement Benefits, Other Benefits 7. How to Complete the Job Data Worksheets: Directions and a key for the worksheets. 18 8. Job Titles and Descriptions 20 Job titles and codes covered by survey with detailed job descriptions for each title to facilitate job matching. 9. Worksheet for Entering Pay Data 48 10. Feedback 49 If your organization has more than one business unit located in the counties covered by this survey and you would like to submit separate data for each, please establish a separate registration for each. Contact CompAnalysis toll-free at 855-423-3885 if you need help.

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Page 1: Table of Contents - Gallagher Surveys€¦ · Yes / No Yes / No Yes / No Yes / No If Yes: Typical weeks of pay for each year of service: Minimum number of weeks paid: Maximum number

Table of Contents

Gallagher 2015 California Total Compensation Survey Page 1 Copyright © 2015 by Arthur J. Gallagher & Co.

Page

1. General Information 2 Overview of survey.

2. How to Submit Your Data: Use www.salarysurveys.com Web site. 3 3. Organizational Information: Provide industry and financial data on your organization. 4 4. Human Resources Issues 6 “Hot” Issues, Perceptions of the Economy and the Workplace, Workforce Additions and Reductions, Employee Turnover, Unionizing Activity, Workers’ Compensation Insurance, Performance Reviews 5. Compensation-Related Issues 9 Salary Increases, Salary Structure Adjustments, Shift Differentials, Severance Pay, Equity Compensation, Compensation/Benefits Costs, Hiring Bonuses 6. Employee Benefits 12 Paid Time Off, Medical/Dental/Vision Insurance, Retirement Benefits, Other Benefits 7. How to Complete the Job Data Worksheets: Directions and a key for the worksheets. 18 8. Job Titles and Descriptions 20 Job titles and codes covered by survey with detailed job descriptions for each title to facilitate job matching. 9. Worksheet for Entering Pay Data 48 10. Feedback 49

If your organization has more than one business unit located in the counties covered by this survey and you would like to submit separate data for each, please establish a separate registration for each.

Contact CompAnalysis toll-free at 855-423-3885 if you need help.

Page 2: Table of Contents - Gallagher Surveys€¦ · Yes / No Yes / No Yes / No Yes / No If Yes: Typical weeks of pay for each year of service: Minimum number of weeks paid: Maximum number

1. General Information

Gallagher 2015 California Total Compensation Survey Page 2 Copyright © 2015 by Arthur J. Gallagher & Co.

Gallagher Human Resources & Compensation Consulting is pleased to invite you to participate in the 2015 Gallagher California Total Compensation Survey, which will provide your organization with hard-to-find, specific local market data on more than 100 core staff jobs from entry to executive level. In addition, more than 150 new jobs from a variety of industries are included in the 2015 survey. The survey focuses primarily on job-specific cash compensation. Background data on your organization’s characteristics are used to compile data into meaningful industry, location and size categories. Compensation policies and current human resource challenges are also included in the survey. Gallagher Consulting acknowledges and agrees that the information provided by Survey Participants is to be considered confidential and proprietary. Gallagher Consulting promises to hold the information in strict confidence and shall not use it other than for the purposes of assembling the Survey Report. Reports will display only aggregated data, with a minimum of five inputs for line of compensation data to assure confidentiality.

Effective date of submitted data: July 1, 2015 (Early participants submit data reflecting salaries expected to be paid as of July 1, 2015.)

Deadline for data submission: August 1, 2015 Report publication: by early October, 2015

Page 3: Table of Contents - Gallagher Surveys€¦ · Yes / No Yes / No Yes / No Yes / No If Yes: Typical weeks of pay for each year of service: Minimum number of weeks paid: Maximum number

2. How to Submit Your Data

Gallagher 2015 California Total Compensation Survey Page 3 Copyright © 2015 by Arthur J. Gallagher & Co.

To participate in the Survey:

1. Go to www.salarysurveys.com. 2. Click on the “Start Now” button to participate in the survey. 3. Log in with the user name that has been sent to you via email. If you do not yet have a user name you can request one by emailing

[email protected]. An email will be sent to you within a day with your survey user name. 4. Complete organizational information, human resources-related questions, and compensation-related questions. 5. Make your job matches using the job descriptions provided (see pages 20 – 49). 6. Complete the Excel spreadsheet, entering the requested information for each employee whose job matches a survey job. 7. Upload your spreadsheet into your online response, saving a copy for your records. 8. Follow screen instructions to submit your data. 9. Click on the “Order Survey Report” button to reserve your copy of the survey report at the discounted participant rate. Note: You may save your work and leave the Web site at any time prior to completing the questionnaire. Your user ID allows you to log in any number of times to continue entering your data.

Page 4: Table of Contents - Gallagher Surveys€¦ · Yes / No Yes / No Yes / No Yes / No If Yes: Typical weeks of pay for each year of service: Minimum number of weeks paid: Maximum number

3. Organization Characteristics

Gallagher 2015 California Total Compensation Survey Page 4 Copyright © 2015 by Arthur J. Gallagher & Co.

Organization _____________________________________ Address__________________________________________________

City ______________________ State ____ Zip ________ Contact Name _____________________________________________

Title ____________________________________________ Phone (_____)__________________ E-mail ____________________ Organization level of business unit being reported on in this questionnaire (select one): Overall organization ___ Corporate Offices ___ Division/Subsidiary ___ Branch/Plant ___ Department ____ Note: If your organization has more than one business unit located in the counties included in this survey and you would like to submit separate data for each, please establish a separate registration for each. Contact Gallagher Consulting at 855-423-3885 if you need help.. Organization type (select one): Privately-Held _____ Publicly-Traded _____ Government/Nonprofit _____ Industry (insert code from list below):______ (If multi-industry, please select the code representing the dominant, most representative category.)

Manufacturing/Production: Services 01 Consumer Goods (clothing, furniture, etc.) 12 Business (public relations, advertising, staffing, computer operations, Web design, etc.) 02 Food, Beverage, Agriculture 13 Financial (banking, insurance, real estate, etc.)

03 Industrial Products (equipment, machinery other than high-tech) 14 Healthcare (hospitals, physician & provider groups, etc.)

04 Natural Resources, Mining 15 Industrial (transportation, utilities, etc.)

Technology 16 Leisure, Hospitality (lodging, food service, resorts, cruise lines, etc.)

05 Biotechnology 17 Professional (law, accounting, engineering, architecture, consulting, etc.)

06 Pharmaceuticals

07 Communications, Telecommunications 18 Government Agencies, Educational Institutions

08 Computer & Related Equipment, Components 19 Nonprofit Organizations (other than educational institutions and government agencies)

09 Software 20 Other

Trade

10 Retail

11 Wholesale

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3. Organization Characteristics

Gallagher 2015 California Total Compensation Survey Page 5 Copyright © 2015 by Arthur J. Gallagher & Co.

Size Indicator: Enter fiscal data applicable to the most recent fiscal year for this organization. If these data apply to corporate employees, report corporate indicator. If these data apply to division or subsidiary personnel, enter division or subsidiary indicator.

o Government Agencies, Educational Institutions & Nonprofit Organizations (code 18 or 19): enter annual operating budget.

o All others: enter annual gross sales/revenues. $ ___________________

For financial services companies, please also enter total assets: $ ___________________ Total # of Full-Time Equivalent (FTE) Employees in Overall Organization: _________ FTE’s

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4. Human Resources Issues

Gallagher 2015 California Total Compensation Survey Page 6 Copyright © 2015 by Arthur J. Gallagher & Co.

Hot Issues in 2015 Select the top three issues facing your Human Resources department in 2015. Rank them in importance from 1 to 3, with 1 being the most critical. Select only three.

______ Layoffs ______ Tight salary budgets ______ Mergers/Acquisitions ______ Insufficient labor supply ______ Health care inflation ______ Living Wage ______ Retirement funding ______ Underwater stock options ______ Workers Compensation ______ Employee lawsuits ______ High housing costs ______ Outsourcing ______ Employee Retention ______ Unionizing Activity Perceptions of the Economy and the Workplace (check one answer for each statement)

Your organization believes the local economy in 2015, compared with one year ago, is:

Getting Better ___ About the Same ___ Getting Worse ___

Prospects for your organization compared with one year ago seem to be:

Getting Better ___ About the Same ___ Getting Worse ___

Employee commitment (willingness to perform well and make an effort for your organization) compared with one year ago seems to be: Getting Better ___ About the Same ___ Getting Worse ___ Given your compensation budget, you are able to pay competitively. Yes ___ No ___ I do not know ___

Your organization is shifting more benefits costs to employees in 2015. Yes ___ No ___ I do not know ___ Workforce Additions and Reductions Has your organization taken, or is it planning to take, any of these actions?

Increased # of employees in first half of 2015? Yes___ No ___ By what % of total workforce? ____%

Plan to increase # of employees in second half of 2015? Yes ___ No___ By what % of total workforce? ____%

Reduced workforce in first half of 2015? Yes ___ No ___ By what % of total workforce? ____%

Plan to reduce workforce in second half of 2015? Yes ___ No ___ By what % of total workforce? ____%

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4. Human Resources Issues

Gallagher 2015 California Total Compensation Survey Page 7 Copyright © 2015 by Arthur J. Gallagher & Co.

Employee Turnover What percentage of employees in the following categories have left your organization during the past 12 months? Please report voluntary and involuntary turnover separately. Do not include positions that have been discontinued. Voluntary Involuntary Executive management % % Middle management % % Professional/exempt % % Non-exempt % % Union Jobs and Unionizing Activity Do you have any unionized jobs? Yes___ No ___

If Yes: Which jobs? _________________________________________________________________ How many bargaining units? ________

Has there been any new unionizing activity at your organization during the past twelve months? Yes___ No ___

If Yes: With respect to which jobs? _________________________________________________________________ Workers’ Compensation Insurance Organization’s workers’ compensation costs as percent of total payroll: ______ % Percent of worker’s compensation claims during the past year that involve lost work time: ______ % Which department at your organization is responsible for administering workers’ compensation?

A. Human resources C. Risk management B. Finance D. Other (please specify): ____________________________

Which best describes the type of workers’ compensation program at your organization?

A Insured, guaranteed cost D. Insured, other (please specify): ______________________________ B. Insured, deductible E. Qualified self-insured C. Insured, self-insured retention F. Unknown

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4. Human Resources Issues

Gallagher 2015 California Total Compensation Survey Page 8 Copyright © 2015 by Arthur J. Gallagher & Co.

Performance Reviews Does your organization conduct regularly scheduled performance reviews? Yes___ No ___

If Yes: How satisfied are you with your organization’s performance review process? Please rate your satisfaction on a scale of 1 to 5, where 1 is not at all satisfied and 5 is very satisfied.

Please explain your rating: [text area for comment about level of satisfaction] What type of performance review system do you use?

A. Software (e.g. Success Factors) B. Internally developed form and process C. Other, please describe: ______________________________

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5. Compensation-Related Issues

Gallagher 2015 California Total Compensation Survey Page 9 Copyright © 2015 by Arthur J. Gallagher & Co.

Salary Increase Budgets Did your organization freeze any base salaries in 2014 or 2015 YTD? Yes ___ No ___

Did your organization reduce base pay for any employees in 2014 or 2015 YTD due to economic concerns? Yes ___ No ___

If base pay increases are granted in 2015, they are intended to reflect (check all that apply):

Performance/merit ___ Cost of living ___ Competitive practice ___ Correction of internal inequities ___ Other ______________

Please enter percentage by which annual salaries are expected to increase.

Calendar Year 2015 Calendar Year 2016 (estimated)Executive % % Exempt % % Hourly % % Overall % % Salary Structure Adjustments Does your organization use a formal salary structure? Yes ___ No ___

If your organization has a formal salary structure and plans to adjust it, please enter the percentage by which it is expected to increase.

Calendar Year 2015 Calendar Year 2016 (estimated)Executive % % Exempt % % Hourly % % Overall % % Shift differentials Does your organization have employees who work shifts other than standard business hours? Yes ___ No ___

If Yes, do you pay shift differentials? Yes ___ No ___

If Yes, please describe the pay differential (¢ per hour, % of base pay, etc.) ________________________________

Page 10: Table of Contents - Gallagher Surveys€¦ · Yes / No Yes / No Yes / No Yes / No If Yes: Typical weeks of pay for each year of service: Minimum number of weeks paid: Maximum number

5. Compensation-Related Issues

Gallagher 2015 California Total Compensation Survey Page 10 Copyright © 2015 by Arthur J. Gallagher & Co.

Severance pay Please enter the following information about severance policies for the each group of employees: Executive-level Management-level Professional/exempt Non-exempt Does your organization make severance payments to terminated executive-level employees?

Yes / No

Yes / No

Yes / No

Yes / No

If Yes: Typical weeks of pay for each year of service:

Minimum number of weeks paid:

Maximum number of weeks paid:

If some other formula is used, please describe:

Equity Compensation Does your organization provide some type of equity compensation, such as stock options, to any employees? Please check all that apply.

Executive ___ Management ___ Professional/exempt ___ Nonexempt ___

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5. Compensation-Related Issues

Gallagher 2015 California Total Compensation Survey Page 11 Copyright © 2015 by Arthur J. Gallagher & Co.

Compensation and Benefits Costs In general and based on your perception, please rate your organization’s cash compensation and benefits levels on a scale of 1 to 9 where 1 is very low, 5 is fully competitive, and 9 is very high compared to the labor market in which you compete for people.

1 2 3 4 5 6 7 8 9 Cash compensation: Benefits:

Hiring Bonuses Is your organization currently paying hiring bonuses? Yes___ No ___

If Yes: For which jobs? What is the average percent of base salary paid as a hiring bonus? Are there any contingencies associated with the payment of hiring bonuses? (check all that apply)

A. Time on job prior to payment: _______ months required B. Satisfactory performance over _______ months C. Other, please describe: ______________________________ D. None

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6. Employee Benefits

Gallagher 2015 California Total Compensation Survey Page 12 Copyright © 2015 by Arthur J. Gallagher & Co.

Paid Time Off Benefits Please indicate your organization’s practice by checking one of the options: _____ vacation separate from sick time OR _____ vacation and sick time combined into “PTO” days If you selected vacation separate from sick time above, answer the questions in the box below based on benefits for regular full-time employees.

OR If you selected vacation and sick time combined into “PTO” days above, answer the questions in the box below based on benefits for regular full-time employees.

Please enter the number of annual vacation days based on an employee’s length of employment at your organization. If you have more than one vacation schedule for different groups of employees, enter data for the schedule that applies to most of your employees. Number of annual vacation days 1st year _______ 2nd year _______ 5th year _______ 10th year _______ 15th year _______ 20th year _______ 21st year+ above _______ Number of observed holidays per year: _______ Number of paid sick days per year ________ Number of personal days or floating holidays per year ________

Please enter the number of annual PTO days based on an employee’s length of employment at your organization. If you have more than one PTO schedule for different groups of employees, enter data for the schedule that applies to most of your employees. Number of annual PTO days 1st year _______ 2nd year _______ 5th year _______ 10th year _______ 15th year _______ 20th year _______ 21st year+ above _______ Number of observed holidays per year: _______

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6. Employee Benefits

Gallagher 2015 California Total Compensation Survey Page 13 Copyright © 2015 by Arthur J. Gallagher & Co.

Other Paid Time Off Please check below to indicate other types of paid time off offered to regular, full-time employees at your organization. Please note that this question refers only to PAID time off.

______ Jury service

______ Bereavement

______ Family illness

______ Job-related education

______ Maternity/paternity

______ Military service

______ Volunteer service

Other, please specify: _________________________________________

Page 14: Table of Contents - Gallagher Surveys€¦ · Yes / No Yes / No Yes / No Yes / No If Yes: Typical weeks of pay for each year of service: Minimum number of weeks paid: Maximum number

6. Employee Benefits

Gallagher 2015 California Total Compensation Survey Page 14 Copyright © 2015 by Arthur J. Gallagher & Co.

Medical Insurance Benefits (HMO/PPO) Please supply data about the HMO and/or PPO plans your company offers. If you offer more than one type of HMO or PPO plan, please answer the questions based on the plan with the largest enrollment among your employees.

HMO PPO Single Employee Employee Single Employee Employee Employee + Spouse + Children Family Employee + Spouse + Children Family

Average monthly premium cost $ _____ $ _____ $ _____ $ _____ $ _____ $ _____ $ _____ $ _____ (Employer + Employee contribution) Employer contribution as % of total _____ % _____ % _____ % _____ % _____ % _____ % _____ % _____ % OR as flat $ amount per month $ _____ $ _____ $ _____ $ _____ $ _____ $ _____ $ _____ $ _____ Annual deductible, if applicable $ _____ $ _____ $ _____ $ _____ Annual out-of-pocket maximum $ _____ $ _____ $ _____ $ _____ Co-payments: Office visit $ _____ $ _____ Hospital admission $ _____ $ _____ Brand-name prescription $ _____ $ _____ Generic prescription $ _____ $ _____ Does your organization offer an HSA (Health Savings Account) compatible health plan? Yes _____ No _____

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6. Employee Benefits

Gallagher 2015 California Total Compensation Survey Page 15 Copyright © 2015 by Arthur J. Gallagher & Co.

Please supply data about the dental and/or vision plans your company offers. If you offer more than one type of dental or vision plan, please answer the questions based on the plan with the largest enrollment among your employees.

Dental Vision Single Employee Employee Single Employee Employee Employee + Spouse + Children Family Employee + Spouse + Children Family

Average monthly premium cost $ _____ $ _____ $ _____ $ _____ $ _____ $ _____ $ _____ $ _____ (Employer + Employee contribution) Employer contribution as % of total _____ % _____ % _____ % _____ % _____ % _____ % _____ % _____ % OR

as flat $ amount per month $ _____ $ _____ $ _____ $ _____ $ _____ $ _____ $ _____ $ _____ Annual deductible, if applicable $ _____ $ _____ $ _____ $ _____ Annual out-of-pocket maximum $ _____ $ _____ $ _____ $ _____

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6. Employee Benefits

Gallagher 2015 California Total Compensation Survey Page 16 Copyright © 2015 by Arthur J. Gallagher & Co.

Retirement Benefits Please indicate which type(s) of retirement plan your organization offers to regular full-time employees.

401(k) / 403(b) / 457 plan Yes___ No ___ If Yes, how is the plan funded? _____ Employee contribution only _____ Employer contributes % of salary up to ______ % _____ Employer contributes annual flat $ amount up to $ ______ _____ Other employer contribution, please describe: _______________________ Other defined contribution plan Yes___ No ___ If Yes, how is the plan funded? _____ Employee contribution only _____ Employer contributes % of salary up to ______ % _____ Employer contributes annual flat $ amount up to $ ______ _____ Other employer contribution, please describe: _______________________ IRA / SEP IRA Yes___ No ___ If Yes, how is the plan funded? _____ Employee contribution only _____ Employer contributes % of salary up to ______ % _____ Employer contributes annual flat $ amount up to $ ______ _____ Other employer contribution, please describe: _______________________ Defined benefit plan Yes___ No ___ If Yes, how is the plan funded? _____ Employee contribution only _____ Employer contributes % of salary up to ______ % _____ Employer contributes annual flat $ amount up to $ ______ _____ Other employer contribution, please describe: _______________________ Other retirement plan Yes___ No ___ If Yes, please describe: __________________________________________________________________________

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6. Employee Benefits

Gallagher 2015 California Total Compensation Survey Page 17 Copyright © 2015 by Arthur J. Gallagher & Co.

Other Employee Benefits Please check which of the following your organization offers to some or all employees.

Yes, All Employees

Yes, Some Employees No

Commuter checks Concierge service Credit union Debit cards for selected vendors Employee Assistance Program Exercise room Flextime Gym membership Job sharing Matching charitable donations Onsite cafeteria Onsite daycare Paid sabbaticals Telecommuting Tuition reimbursement

Other, please describe:

Page 18: Table of Contents - Gallagher Surveys€¦ · Yes / No Yes / No Yes / No Yes / No If Yes: Typical weeks of pay for each year of service: Minimum number of weeks paid: Maximum number

7. How to Complete the Job Data Worksheets

Gallagher 2015 California Total Compensation Survey Page 18 Copyright © 2015 by Arthur J. Gallagher & Co.

If your organization has more than one business unit located in the counties covered by this survey and you would like to submit separate data for each, please establish a separate registration for each.

Contact Gallagher Consulting toll-free at 855-423-3885 if you need help.

Important Note If incumbents in a single job work in more than one location within the area covered by this survey, please report data separately for each zip code in which you have employees. To complete the worksheets, record requested information for as many survey jobs as you can match in your organization. Here's a checklist to follow.

Review the worksheet in Section 4 to familiarize yourself with the data elements to be submitted.

Review the list of job titles and codes in Section 5, checking off the jobs that you can match and will report on.

Match your jobs to the descriptions in Section 5 before recording data on the worksheets. Effective job matching is essential to the quality of the data collected. While job matching is inexact, it is superior to matching on title alone. Efforts to match your organization's jobs to survey descriptions are best guided by a utilitarian standard like, "Does our job content reasonably match this survey description for the purpose of reporting salary information?"

IMPORTANT: Round pay data to the nearest dollar.

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7. How to Complete the Job Data Worksheets (continued)

Gallagher 2015 California Total Compensation Survey Page 19 Copyright © 2015 by Arthur J. Gallagher & Co.

Refer to these definitions to complete the columns on the worksheets.

o Number of Full Time Equivalents (FTE’s) in this job For example, four employees working 1/4 time = 1 employee in job.

o Zip Code Enter the five-digit zip code for the business location where your employees in this job are located. If your employees for one job are located in more than one zip code location, you will be able to enter separate rows of information for each zip code online.

o Average Current Annual Base Salary Average annual base salary amount paid or expected to be paid as of July 1, 2015.

For employees who are paid an hourly rate: The survey reports annual salaries based on a standard 40-hour workweek. If your organization’s regular full-time workweek is not 40 hours, please calculate an annual salary based on the actual full-time workweek. If you’re not sure, contact us for help.

o Variable Cash Compensation The four types of variable cash compensation are:

Performance-based bonuses Commissions Holiday bonuses/gifts Profit sharing payouts

For each type of variable cash compensation, please enter the number of employees who received this type of compensation for work during calendar year 2014 regardless of when paid. Then enter the average dollar amount of variable cash compensation for this group of employees. Omit employees who did not receive this type of compensation. In the case of performance-based bonuses, please also enter the target bonus as % of base salary.

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8. Job Titles and Descriptions

Gallagher 2015 California Total Compensation Survey Page 20 Copyright © 2015 by Arthur J. Gallagher & Co.

Review this index of job titles and job codes, and select the jobs that you would like to report on. Match your jobs to the job descriptions on the following pages before you complete the worksheets. This page shows all of the CROSS-INDUSTRY JOBS included in the survey. EXECUTIVE GROUP HUMAN RESOURCES GROUP, continued OPERATIONS GROUP 101 Top Executive 307 Compensation Manager 700 Operations Director 102 Top Financial 308 Compensation Analyst 701 Operations Manager 103 Top Marketing 309 Recruiter (Internal) 702 Quality Assurance Manager 104 Top Operations 310 HRIS Specialist 703 Quality Assurance Technician, Senior Level 105 Top Human Resources 704 Quality Assurance Technician 106 Top Information Technology INFORMATION TECHNOLOGY GROUP 705 Inventory Control Manager 107 Top Legal (General Counsel) 400 IT Director 706 Inventory Control Analyst 108 Top Sales 401 IT Manager 707 Purchasing Manager 109 Top Sales & Marketing 402 Systems Analyst 708 Buyer 110 Top Strategy/Planning 403 Programmer 709 Purchasing Clerk 111 Top Engineering 404 Systems Administrator 710 Warehouse Manager 112 Top Investment 405 Database Administrator 711 Warehouse Supervisor 113 Top Research & Development 406 Network Engineer 712 Warehouse Worker, Lead 407 LAN/WAN Administrator 713 Warehouse Worker, Senior Level LEGAL GROUP 408 Technical Support Specialist (Help Desk) 714 Shipping and Receiving Assistant 151 Attorney 409 Data Entry Operator 715 Material Handler/Warehouse Worker 152 Legal Assistant 410 Web Site Developer 716 Facilities Manager 153 Compliance Officer 411 Webmaster/Administrator 717 Maintenance Supervisor 154 Compliance Specialist 718 Maintenance Technician, Senior Level MARKETING GROUP 719 Maintenance Technician FINANCIAL GROUP 500 Marketing Director 720 Janitor./Custodian 200 Finance Director 501 Marketing Manager 721 Security Manager 201 Controller 502 Brand or Product Manager 722 Security Officer/Guard 202 General Accounting Manager 503 Advertising Manager 723 Driver/Delivery Person 203 Treasury Manager 504 Marketing Communications Manager 724 Groundskeeper 204 General Accounting Supervisor 505 Marketing Specialist 205 Payroll Administrator 506 Marketing Assistant GENERAL CLERICAL GROUP 206 Collections Specialist 507 Graphic Designer 800 Office Manager 207 Accountant, Senior level 508 Technical Writer 801 Executive Assistant 208 Accountant, Intermediate level 509 Web Site Content Specialist 802 Administrative Assistant 209 Accountant, Entry level 510 Social Media Manager 803 General Clerk 210 Financial Analyst, Senior level 511 Social Media Coordinator 804 Receptionist 211 Financial Analyst, Intermediate level 512 CRM Analyst 805 File Clerk 212 Financial Analyst, Entry level 806 Mail Clerk 213 Accounting Clerk, Senior level SALES AND CUSTOMER SERVICE GROUP 214 Accounting Clerk, Intermediate level 600 Sales Director 215 Accounting Clerk, Entry level 601 Sales Manager 602 Account Executive HUMAN RESOURCES GROUP 603 Senior Inside Sales Representative 300 HR Director 604 Senior Outside Sales Representative 301 HR Manager 605 Inside Sales Representative 302 HR Generalist 606 Outside Sales Representative 303 HR Assistant 607 Sales Engineer 304 Training & Development Specialist 608 Customer Service Supervisor 305 Compensation & Benefits Manager 609 Senior Customer Service Representative 306 Benefits Manager 610 Customer Service Representative 611 Sales Assistant

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8. Job Titles and Descriptions (continued)

Gallagher 2015 California Total Compensation Survey Page 21 Copyright © 2015 by Arthur J. Gallagher & Co.

This page shows all of the INDUSTRY-SPECIFIC JOBS included in the survey. AGRICULTURE AND WINERIES GROUP BANKING AND CREDIT UNION GROUP, continued HOSPITALITY GROUP, continued 1001 Agricultural Inspector 2026 Plastic Card Manager 4011 Waiter/Waitress 1002 Agricultural Equipment Operator 2027 Plastic Card Clerk 4012 Host/Hostess 1003 Farm Manager 4013 Food Server 1004 Farm Labor Procurer ENGINEERING/RESEARCH & DEVELOPMENT GROUP 4014 Counter Attendant 1005 Farm Workers/Laborers – Crop 3001 Engineering Director 4015 Dishwasher 1006 Farm Workers/Laborers – Animals 3002 Engineering Manager 4016 Hotel Manager, Large 1007 Grader/Sorter 3003 Research & Development Director 4017 Hotel Manager, Small 1008 Director of Winemaking/Enologist 3004 Research & Development Manager 4018 Assistant Hotel Manager 1009 Winery Operations Manager 3005 Chemical Engineer, Lead 4019 Event Planner 1010 Winemaker 3006 Chemical Engineer, Senior Level 4020 Hotel Front Desk Manager 1011 Vineyard Manager/Grower Relations 3007 Chemical Engineer 4021 Hotel Front Desk Clerk 1012 Vineyard Supervisor 3008 Chemical Engineer, Entry Level 4022 Doorman 1013 Bottling Line/Maintenance Supervisor 3009 Electrical Engineer, Lead 4023 Concierge 1014 Bottling Line Technician/Machine Operator 3010 Electrical Engineer, Senior Level 4024 Housekeeper 1015 Cellar Manager 3011 Electrical Engineer 4025 Shuttle Driver 1016 Cellar Worker II 3012 Electrical Engineer, Entry Level 1017 Cellar Worker I 3013 Mechanical Engineer, Lead INSURANCE GROUP 1018 Lab Director / Sr. Lab Tech 3014 Mechanical Engineer, Senior Level 5001 Portfolio Manager (Insurance) 1019 Lab Technician 3015 Mechanical Engineer 5002 Underwriting Manager 1020 Tasting Room Manager 3016 Mechanical Engineer, Entry Level 5003 Underwriting Specialist 1021 Tasting Room Staff 3017 Software Engineer, Lead 5004 Underwriter, Senior Level 3018 Software Engineer, Senior Level 5005 Underwriter, Intermediate Level BANKING AND CREDIT UNION GROUP 3018 3019 Softw Underwriter, Associate Level 2001 Director of Lending Operations 3020 Software Engineer, Entry Level 5007 Underwriting Assistant 2002 Director of Member Services 3021 Manufacturing/Processing Engineer, Lead 5008 Actuarial Services Director 2003 Director of Branch Operations 3022 Manufacturing/Processing Engineer, Senior Level 5009 Actuarial Services Manager 2004 Branch Manager II 3023 Manufacturing/Processing Engineer 5010 Fellow Actuary (FCAS/FSA) 2005 Branch Manager I 3024 Manufacturing/Processing Engineer, Entry Level 5011 Associate Actuary 2006 Assistant Branch Manager II 3025 Research & Development Engineer, Lead 5012 Actuarial Analyst 2007 Assistant Branch Manager I 3026 Research & Development Engineer, Senior Level 5013 Assistant Actuary 2008 Teller Manager/Supervisor 3027 Research & Development Engineer 5014 Claims Director 2009 Teller II 3028 Research & Development Engineer, Entry Level 5015 Claims Manager 2010 Teller I 3029 Civil Engineer, Lead 5016 Claims Supervisor 2011 Call Center Representative II 3030 Civil Engineer, Senior Level 5017 Claims Adjuster Specialist 2012 Call Center Representative I 3031 Civil Engineer 5018 Claims Adjuster, Senior Level 2013 Commercial Loan Manager 3032 Civil Engineer, Entry Level 5019 Claims Adjuster, Intermediate Level 2014 Commercial Loan Officer II 5020 Claims Adjuster, Associate Level 2015 Commercial Loan Officer I HOSPITALITY GROUP 5021 Claims Examiner Specialist 2016 Commercial Processor/Clerk 4001 Food Services Director 5022 Claims Examiner, Senior Level 2017 Consumer Loan Manager 4002 Food Services Manager 5023 Claims Examiner, Intermediate Level 2018 Consumer Loan Officer II 4003 Executive Chef 5024 Claims Examiner, Associate Level 2019 Consumer Loan Officer I 4004 Cook 5025 Loss Prevention and Control Manager 2020 Consumer Loan Processor/Clerk 4005 Food Services Worker 5026 Loss Prevention and Control 2021 Mortgage Loan Manager 4006 Kitchen Assistant 5027 Loss Prevention and Control 2022 Mortgage Loan Officer II 4007 Restaurant Manager, Large 5028 Loss Prevention and Control 2023 Mortgage Loan Officer I 4008 Restaurant Manager, Small 5029 Policy Processing Clerk 2024 Mortgage Loan Processor/Clerk 4009 Assistant Restaurant Manager 5030 Risk Management Director 2025 Collector/Adjustor 4010 Catering Manager 5031 Risk Management Analyst

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Gallagher 2015 California Total Compensation Survey Page 22 Copyright © 2015 by Arthur J. Gallagher & Co.

MANUFACTURING GROUP 6001 Plant Manager 6002 Production Manager 6003 Production Supervisor 6004 Production Worker, Lead 6005 Production Worker, Senior 6006 Production Worker 6007 Safety Manager REAL ESTATE AND CONSTRUCTION GROUP 7001 Director of Property Management 7002 Director of Construction 7003 Director of Real Estate Development 7004 Director of Acquisitions 7005 Director of Asset Management 7006 Director of Leasing Operations 7007 Regional Property Manager 7008 Senior Property Manager 7009 Property Manager 7010 Assistant Property Manager 7011 Construction Manager 7012 Construction Superintendent 7013 Construction Worker 7014 Regional Real Estate Development Director 7015 Real Estate Development Professional, Senior Level 7016 Real Estate Development Professional, Intermediate 7017 Real Estate Development Professional, Junior Level 7018 Acquisitions Professional 7019 Acquisitions Associate 7020 Asset Manager, Senior Level 7021 Asset Manager 7022 Leasing Manager 7023 Leasing Agent

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Gallagher 2015 California Total Compensation Survey Page 23 Copyright © 2015 by Arthur J. Gallagher & Co.

Job Code Job Title General Job Description EXECUTIVE GROUP 101 Top Executive Accountable for strategy, overall direction, and performance results for the organization or unit. Represents organization to public.

May report to Board of Directors, Chair, or senior corporate executive. Typically has BA & 15+ years of diversified management experience.

102 Top Financial Overall accountability for financial operations of organization: budgets, accounting, insurance, tax, credit, and treasury. May raise capital. Usually reports to Top Executive or Top Operations. Typically has BS & 15+ years of diversified experience in finance & accounting.

103 Top Marketing Develops, implements policies, programs, objectives for all product & service marketing activities to achieve organization's objectives. Typically has BA & 15+ years of diversified experience in succession of increasingly responsible marketing positions.

104 Top Operations Through subordinates, directs and coordinates all aspects of organization's operations pursuant to goals, objectives, and policies established by Top Executive & Board. Typically has BS & 15+ years of diversified experience in several functional areas within operations.

105 Top Human Resources Develops, implements policies & plans covering all aspects of HR function to achieve corporate objectives. Advises Top Executives/Board on HR strategy. Typically has BA & 15+ years of diversified experience in various facets of Human Resources & HR operations.

106 Top Information Technology Develops & implements strategies to fill organization-wide needs for computers & systems: systems development, hardware acquisition, & systems integration. Advises Top Exec/Board on IT. Typically has BS & 15+ years of diversified experience in information systems.

107 Top Legal (General Counsel) Implements organization's legal posture and protects entity's legal interests. May supervise staff attorneys, Corporate Secretary, and related clerical staff. Requires admission to the California State bar. Typically has 15+ years of increasingly responsible, diversified legal experience.

108 Top Sales Directs all sales activities of the organization in accordance with corporate objectives, including strategies, pricing, research, promotion, customer service, relations with distributors and/or manufacturers. Typically has BA & 15+ years of diversified experience in succession of increasingly responsible sales positions.

109 Top Sales & Marketing Responsible for overall planning and implementation of organization's product and service marketing as well as sales promotion and activities. Typically has BA & 15+ years of diversified experience in succession of increasingly responsible sales and marketing positions.

110 Top Strategy/Planning Responsible for overall definition and planning of organization's long-term business goals. Coordinates implementation in conjunction with other top executives. Typically has BA & 15+ years of diversified experience in strategic planning.

111 Top Engineering Plans, develops, directs, and oversees all planning and implementation of an organization's engineering efforts. Responsible for design, modification, and improvements of company products and/or services; design testing and maintenance of production processes, machinery, equipment, facilities, and physical layout; reliability improvements; cost engineering; construction and engineering project management; and other related activities. Typically has PhD & 15+ years of experience in engineering.

112 Top Investment Has overall accountability for investment strategy, process and evaluation. Responsible for acquisitions/dispositions of income-producing and/or value-creating investment opportunities. May participate in securing funding for investments and/or raising capital. Typically has BA and & 15+ years of experience in increasingly responsible investment positions.

113 Top Research & Development Responsible for overall research and development activities. Provides strategic direction for research and development efforts, managing staff, and funding. Typically has BS and Master’s Degree & 15 years of experience.

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Job Code Job Title General Job Description LEGAL GROUP 151 Attorney Fully qualified, between entry and senior level. Works on variety of legal issues assigned by senior attorney or by Top Legal position.

Requires admission to the California State Bar. Typically has 5 - 8 years of experience. 152 Legal Assistant Under limited supervision, provides support services to attorneys: research, drafting communications, assists in preparations for trial.

May establish & maintain legal databases. Typically has 3+ years of related experience with paralegal certification preferred.

153 Compliance Officer Coordinates the development, maintenance, implementation, and revision of policies and procedures and other documents for the operation of the organization's compliance program. Ensures that all departments are in compliance with all applicable Federal, State, and industry laws, regulations, and standards. Typically has BA & 5-8 years of relevant experience.

154 Compliance Specialist Responsible for generating and submitting compliance documentation to government offices, interacting with regulatory officials when necessary. Conducts investigations and resolves routine compliance issues. Modifies or creates insurance policies and products in compliance with regulatory requirements. Knowledgeable of compliance practices and procedures and monitors changes in policies. Typically has BA & 2 years of relevant experience.

FINANCIAL GROUP 200 Finance Director Directs the preparation of financial reports, oversees the accounting, audit and budget departments. Plans, directs, and coordinates

ledger maintenance and operating statistics. Usually reports to the CFO in smaller organizations may report to the CEO. May oversee the Accounting Manager. Typically has a BS & 10+ years of experience in finance and accounting.

201 Controller Top Accountant in organization; ensures integrity, control of financial records, processes. Responsible for financial statements; revenue & expense processes, records. Reports to VP Fin., CFO, or President. Typically has BS in Accounting, CPA; 7-10 years of relevant accounting experience.

202 General Accounting Manager Develops, implements and maintains accounting systems, policies and procedures. Compiles, analyzes and reports accounting data. Manages general ledger, periodic closings. Manages organization's accounting staff and functions. Typically has BS in Accounting & 10 years of relevant accounting experience.

203 Treasury Manager Directs and manages the organization's treasury activities including receipt, disbursement, banking, protection and custody and investment of funds, securities, and financial instruments. Analyzes financial records to forecast future financial position and budget requirements. Typically has BA in finance or accounting & 7+ years of experience.

204 General Accounting Supervisor Oversees maintenance of general ledger and preparation of related routine reports. Usually directs work of several General Accountants, Accounting Technicians, and clerical staff. Typically has BS in Accounting & 7+ years of varied accounting experience, to include supervision.

205 Payroll Administrator Processes regular payroll, formats reports, retrieves data from timekeeping systems. Tracks vacation leave, sick leave and overtime. Balances payroll accounts, submits tax payments. Has comprehensive knowledge of payroll issues exceeding that of lower-level clerks. Typically has BS in Accounting & 5-7 years of relevant experience.

206 Collections Specialist Under limited supervision performs duties requiring understanding of credit and collections. Contacts delinquent clients in order to ensure invoices are processed, follows policy in the collection of overdue accounts. Maintains files on credit risk/delinquent accounts and sends follow-up letters to these customers. Typically has BA & 3-5 years experience.

207 Accountant (Senior level)

Under general supervision, resolves more complex issues in maintaining ledgers and preparing management & financial reports. Advises less experienced personnel. This is the most experienced level without supervisory responsibility. Typically has BS in Accounting & 5-7 years of relevant experience.

208 Accountant (Intermediate level)

Fully qualified Accountant under more limited supervision. Handles moderately complex accounting issues in contributing to maintenance of general ledger and preparation of routine financial statements & management reports. Typically has BS in Accounting & 3-4 years of relevant experience.

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Gallagher 2015 California Total Compensation Survey Page 25 Copyright © 2015 by Arthur J. Gallagher & Co.

Job Code Job Title General Job Description FINANCIAL GROUP (continued) 209 Accountant

(Entry level) Under direct supervision, assists in preparing routine financial reports; assists in maintaining accurate and up-to-date general ledger. Usually reports directly to a first-level supervisor in Accounting. Typically has BS in Accounting & 0-2 years of relevant experience.

210 Financial Analyst (Senior level)

Most senior level without supervisory responsibility. Under general supervision, carries out, documents and presents most complex analytical projects. Usually reports to Financial Analysis Manager or comparable position. Typically has BS in Finance & 5-7 years of relevant experience.

211 Financial Analyst (Intermediate level)

Fully qualified level. Under general supervision, carries out, documents and presents moderately complex analytical projects. Usually reports to Financial Analysis Manager or comparable position. Typically has BS in Finance & 3-4 years of relevant experience.

212 Financial Analyst (Entry level)

Entry level job. Under direct supervision, assists with data gathering, analysis, and presentation of routine to moderately complex financial analysis projects. Usually reports to a Financial Analysis Manager or comparable position. Typically has BS in Finance & 0-2 years of relevant experience.

213 Accounting Clerk (Senior level)

Under general supervision, performs duties requiring comprehensive understanding of bookkeeping but not skills of fully-trained accountant. Typically has high school diploma & 3-4 years of relevant experience.

214 Accounting Clerk (Intermediate level)

Under general supervision, performs duties requiring working knowledge of bookkeeping to prepare and maintain financial data and reports. Typically has high school diploma & 1-2 years relevant experience.

215 Accounting Clerk (Entry level)

Entry level. Responsible for routine bookkeeping, accounting tasks: post journal entries, checks various figures for accuracy, reconciles accounts; verifies, sorts, posts, checks invoices, etc. Works under direct supervision. Typically has high school diploma, ability with numbers.

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Job Code Job Title General Job Description HUMAN RESOURCES GROUP 300 HR Director Directs activities relating to compensation, benefits, recruiting, training, safety, employee & labor relations, and Affirmative Action.

Usually reports to the Top Human Resources position, in smaller organizations may report to the CEO or the CFO. Has responsibility over management and professional level HR employees. Typically has BA & 10+ years of experience in various facets of Human Resources & HR operations.

301 HR Manager Under general direction of Top HR or comparable level executive, develops, implements policies & procedures encompassing several or all of following programs: compensation, benefits, recruiting, training, safety, employee & labor relations, EEO & Affirmative Action. Typically has BA & 7-10 years of increasingly responsible generalist experience.

302 HR Generalist This is the fully qualified, professional level position. Under limited supervision of senior HR staff, assists in executing all or some of the HR functions delineated for the HR Manager position. Typically has BA & 3-5 years of professional HR experience.

303 HR Assistant Under direct supervision, assists in processing personnel forms, record keeping, and related paper flow. Compiles statistics for manager. This is the fully qualified Assistant position, not entry level. Typically has HS diploma & 1-2 years of relevant experience.

304 Training & Development Specialist

Under general supervision of senior HR management, designs & implements employee orientation, management development, and on-the-job training programs. Maintains records, helps evaluate impact of interventions. Typically has BA & 3-5 years of HR experience.

305 Compensation and Benefits Manager

Reporting to Top HR, under general supervision, designs, implements, administers comp & benefits to achieve employer goals. Sets budgets consistent with employer's financial plan. Monitors, reviews, updates programs. Typically has BA & 7-10 years of direct experience.

306 Benefits Manager Reporting to Top HR or Comp & Benefits, under general supervision, designs, implements, administers benefits to achieve employer goals consistent with employer's financial plan. Assists in updating program. Typically has BA & 5-7 years of direct experience.

307 Compensation Manager Reporting to Top HR or Comp & Benefits, under general supervision, designs, implements, administers compensation to achieve employer goals consistent with employer's financial plan. Assists in updating program. Typically has BA & 5-7 years of direct experience.

308 Compensation Analyst Fully qualified, between entry and senior level. Under general direction of Comp Manager, assists in developing, implementing programs. Audits, evaluates jobs, collects and analyzes market data, ascertains FLSA status. Typically has BA & 3-5 years of direct experience.

309 Recruiter Fully qualified, between entry and senior level. Under general direction of HR or Employment Manager, sources & interviews candidates for non-executive jobs, checks references, makes referrals, conducts exit interviews, compiles statistics. Typically has BA & 3-5 years of direct experience.

310 HRIS Specialist Analyzes, tests, and implements HRIS computer system modules including, but not limited to, human resources, compensation, payroll, benefits, etc. Maintains integrity and accuracy of database. Investigates programs to process data and solve human resources problems by use of computers--computer systems support may be mainframe, mini, and/or personal computers. Typically has BA & 2-4 years of relevant experience.

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Job Code Job Title General Job Description INFORMATION TECHNOLOGY GROUP 400 IT Director Aids in the development of strategies to fill organization-wide needs for computer & systems; systems development and integration.

Recommends improvements of systems to C level employees, responsible for budget. Typically reports to the Top Information Officer, in smaller organizations may report to the CEO or the CFO. Has responsibility over management level employees in the IT department. Typically has BS & 10+ years of diversified IT experience.

401 IT Manager Manages organization's computer hardware and software operations. Evaluates IT requirements including budgets, recommends and implements solutions. Supervises work of programming and technical support staff. Typically has 5-10 years of diversified experience in information technology.

402 Systems Analyst Fully qualified level. Under limited direction, establishes system requirements & modifications. Draws system diagrams to diagnose existing flaws, recommends solutions. Assists in developing, testing, implementing new systems and modifying old systems. Typically has 3-5 years of experience, sound knowledge of client functions & technology.

403 Programmer Fully qualified level. For assigned projects, under limited direction, analyzes project requirements & develops technical specs. Tests, installs, debugs code for proposed business apps /computer systems; may create user interface; documents assignments. Typically has 3-5 years of experience, skilled in programming languages such as C, C++, Visual Basic, etc.

404 Systems Administrator Under limited direction, develops, tests, implements, and maintains operating system and related software. Troubleshoots software and networking problems. Performs/monitors systems backups and data recoveries. Typically has BA/BS & 3-5 years experience. Fully qualified level.

405 Database Administrator Fully qualified level. Develops strategies to support requirements, ensures accurate data use via audits & quality control. Resolves conflicts and inappropriate use. Identifies better processes consistent with information requirements. Typically has 3-5 years of experience.

406 Network Engineer Fully qualified level. Plans, designs, configures, deploys, monitors, troubleshoots, maintains data & voice networks across several platforms. Develops, administers backup & recovery plans. Typically has 3-5 years of experience.

407 LAN/WAN Administrator May have CNE, MCSE, other certifications. Fully qualified level. Under limited supervision, acquires, installs, maintains LAN. Sets LAN policies, enforces security measures & correct usage. Trains users on LAN operations. Typically has 3-5 years of experience.

408 Technical Support Specialist (Help Desk)

Installs and maintains microcomputer hardware, software and related peripheral systems. Provides technical support and training, identifies and resolves users' technical problems. Typically has 3-5 years of experience.

409 Data Entry Operator Fully qualified level. Under general supervision, keys and/or verifies data from standard documents. Typically has HS diploma and 2-3 years of experience.

410 Web Site Developer Controls website design and creation. Plans, designs, develops, tests, edits, maintains, and documents look and flow of websites. Designs or supervises design of digitized images, banners, bullets, charts, image maps and other graphics to enhance appearance of site. Applies knowledge of programming techniques and computer internet systems. Typically has a BS & 3-5 of relevant experience.

411 Webmaster/Administrator Responsible for employer's Internet or Intranet technical functions. Maps site flow, creates graphics, generates technical specifications for interactive applets, databases, and custom graphics. Oversees work of others as required, but may be sole contributor. Typically has skill in multiple operating systems & languages (Windows, Unix, Java, HTML) plus graphics design, layout, computer file management, technical & production team management; 3-5 years of direct experience.

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Job Code Job Title General Job Description MARKETING GROUP 500 Marketing Director Oversees marketing strategy for the whole organization. Directs marketing and advertising campaigns. Develops measurement tools

to insure the organizations objectives are being met. Typically reports to the Top Marketing Officer, in smaller organizations may report to the CEO or the COO. May oversee the Marketing Manager, Communications Manager and the Public Relations function. Typically has BA & 10+ years marketing experience.

501 Marketing Manager Under general supervision of Top Marketing Executive, executes marketing strategy for one or more products or services. Establishes databases for evaluating results. Supervises lower positions. Typically has BA & 7-10 years of marketing experience.

502 Brand or Product Manager Plans, designs, develops, and executes organization's marketing plan for assigned product by establishing effective selling strategies. Provides territory analysis of competition and potential to Sales and Marketing management. Typically has BA & 7-10 years of marketing experience.

503 Advertising Manager Works with media personnel, illustrators, photographers, advertising agencies, and sales promotion and marketing departments to promote products and concepts of organizations through various advertising media. Tracks and manages research activities concerned with gathering information or statistics pertinent to planning and execution of sales promotion campaigns. Typically has BA & 7-10 years of marketing and/or sales experience.

504 Marketing Communications Manager

Develops themes, strategies for marketing campaigns. Plans, selects media, oversees production of marketing communications including brochures, print pieces, scripts, and videos. Typically has BA & 3-5 years of marketing experience.

505 Marketing Specialist Reports to Marketing Manager; under limited supervision, develops, implements strategies to achieve marketing goals for one or more products or services. Writes proposals; supports sales and ad programs. Does market research. Typically has BA & 2-3 years of related experience.

506 Marketing Assistant Produces communications, proposal & presentation materials. Maintains inventories of marketing literature. Typically has HS diploma & 1-2 years of marketing experience.

507 Graphic Designer Using desktop publishing and related software/hardware, designs and creates quality graphic artwork for brochures, posters, manuals, books and advertising materials. Typically has BA & 3-5 years of related experience.

508 Technical Writer Develops, writes, and edits material for reports, manuals, briefs, proposals, instruction books, catalogs, and related technical and administrative publications concerned with work methods and procedures, and installation, operation, and maintenance. Typically has BA & 3 years of experience.

509 Web Site Content Specialist Composes and develops written and graphical content for website to provide information on products and services or entertainment to site visitors. Manages content of website by gathering information and integrating data from other departments. Develops user interface and design standards, including improvement of features, to attract visitors. This position is less technical than Webmaster or Web Developer because of lesser knowledge and responsibilities for site programming code. Typically has BA & 0-2 years of experience.

510 Social Media Manager Develops, implements, manages and monitors social networks and online communities for the company. Has an understanding of podcasting, wikis and social bookmarking sites, and can translate that knowledge into recommendations for the company. Typically has BA & 5-7 years of experience in marketing or public relations.

511 Social Media Coordinator Writes blogs, editorials, news releases and other web content on social media channels and online communities. Researches social media channels that are appropriate for the business and engages in social media efforts. Typically has BA & 0-2 years of experience in marketing or public relations.

512 CRM Analyst Administers the organization’s customer relationship management system in support of business development and client retention. Works with marketing team to execute email campaigns using efficiency tools and automation to optimize results. Designs and produces reports to assess effectiveness of email marketing efforts. Maintains integrity of organization’s CRM data. Complies with anti-spam laws and best practices guidelines.

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Job Code Job Title General Job Description SALES AND CUSTOMER SERVICE GROUP 600 Sales Director Directs sales strategy and implements sales goals of the organization, and is responsible for sales department budget. Designs,

implements and reviews sales program. May be responsible for highly complex, key accounts. Typically reports to the Top Sales Officer, in smaller organizations may report to the CEO or CFO. Oversees Sales Manager. Typically has BA & 10+ years of diversified experience in succession of increasingly responsible sales positions.

601 Sales Manager Directs sales force within region or district to reach organization's sales goals for some or all of its products and/or services. Recruits, hires and manages sales staff. Designs, implements and reviews sales programs. Selects dealers, distributors and/or warehousing facilities. Typically has BA & 7-10 years of sales experience with progressive managerial responsibilities.

602 Account Executive Cultivates and maintains relationship with key and major accounts of the organization. Solicits potential new key accounts and has extensive knowledge of products/services. This level is distinguished from lower level sales representatives by the size and nature of the accounts. Typically has 8-10 years of sales experience.

603 Senior Inside Sales Representative

Sells products and/or services by calling large accounts and handling complex or difficult sales. Trains lower level sales representatives on products, techniques and closing sales. Has extensive knowledge of products/services. Researches potential competition, maintains records of sales, prepares regular reports. Typically has 5-7 years of sales experience.

604 Senior Outside Sales Representative

Sells products and/or services primarily via field work, meeting with prospective and existing customers. Handles large accounts and complex or difficult sales. Trains lower level sales representatives on products, techniques and closing sales. Has extensive knowledge of products/services. Researches potential competition, maintains records of sales, prepares regular reports. Typically has 5-7 years of sales experience.

605 Inside Sales Representative Sells products and/or services to new and existing customers primarily via telephone and email. Has extensive knowledge of products/services. Researches potential competition, maintains records of sales, prepares regular reports. Typically has 3-5 years of experience.

606 Outside Sales Representative Sells products and/or services primarily via field work, meeting with prospective and existing customers. Demonstrates products/services, resolves customer problems. Researches potential competition, maintains records of sales, prepares regular reports. Typically has 3-5 years of experience.

607 Sales Engineer Under limited supervision, sells and promotes products, systems, and services requiring technical knowledge of engineering and/or science and cost effectiveness. Researches potential competition, maintains records of sales, prepares regular reports. Typically has BS & 3-5 years experience.

608 Customer Service Supervisor Oversees and directs work of organization's customer service representatives. Typically has 3-5 years of customer service experience including some supervisory responsibilities.

609 Senior Customer Service Representative

Responds to elevated requests for service, both telephone & written. Receives, evaluates, answers highly complex customer inquiries based on procedures and judgment. May act as a lead to Customer Service Representatives. Typically has AA & 3-5 years experience.

610 Customer Service Representative

Fully qualified level. Under limited supervision, responds to incoming requests for service, both telephone & written. Receives, evaluates, answers moderately complex customer inquiries based on procedures & judgment. Typically has HS diploma & 2-3 years of experience.

611 Sales Assistant Under direct supervision performs administrative work for the sales department. Processes data and generates standard reports. May answer customer questions concerning products and pricing. Typically has HS diploma & 1-2 years experience.

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Job Code Job Title General Job Description OPERATIONS GROUP 700 Operations Director Develops and implements operations strategies to ensure the achievement of the organizations goals and objectives. Responsible

for clarifying and correcting procedural problems. Analyzes feasibility of new programs and makes recommendations to C level employees. Typically reports to the COO. Typically has BA or BS & 10+ years of diversified experience in several functional areas within operations.

701 Operations Manager Manages and coordinates organization, branch, plant, or department operation strategies and activities. Assists with the development and implementation of organization policies, practices, procedures, and attainment of operating goals. Reviews, analyzes, and prepares reports, records, and directives, and confers with managers/supervisors to obtain data required for planning activities, such as new commitments, status of work in progress, and problems encountered. Typically reports to a Director or Chief Operating Officer. Typically has BA & 7+ years of experience.

702 Quality Assurance Manager Manages, plans, coordinates, and directs quality control program designed to ensure continuous production and/or service consistent with established standards. Manages the development and analysis of statistical data and specifications to determine present standards and establish proposed quality and reliability expectancy. Typically has BA/BS & 7+ years of experience.

703 Quality Assurance Technician, Senior Level

Under minimal supervision, performs a variety of complex quality tests and inspections on products, materials, parts, units, and equipment at various stages of the production process to ensure compliance with existing standards and regulations. Analyzes data and writes summaries to validate or show deviations from existing standards. May act as a lead to lower level technicians. Typically has BA/BS & at least 3 years of experience.

704 Quality Assurance Technician Performs a variety of quality control tests/inspections on products, materials, components, parts, etc., at various stages of the production process to ensure compliance with quality and reliability standards. Records statistical data. Analyzes data and writes summaries to validate or show deviations from existing standards. Recommends modifications to existing, or suggests new, standards, methods and procedures. Typically has BA/BS & 1-3 years of experience.

705 Inventory Control Manager Manages, coordinates, and directs activities of employees engaged in inventory control. Maintains inventory as required by production schedules and/or customer orders while minimizing inventory and carrying costs. Typically has BA & 7+ years of experience.

706 Inventory Control Analyst Collects, evaluates, and reports data in order to manage inventory. Interprets results of overall inventory. Collects sales records and trends and evaluates performance measured against inventory budgets. Conducts statistical and financial analysis, and recommends levels of inventory required by production schedules and/or customer orders while minimizing inventory and carrying costs. Typically has BA & 3-5 years of experience.

707 Purchasing Manager Plans, directs & coordinates procurement of materials, components, supplies and services based on optimal timing, quality & price. Reports to Top Manufacturing or Operations executive. Supervises Purchasing Agents, Buyers & Clerical. Typically has BA + 5-10 years of marketing experience.

708 Buyer Fully qualified, between entry and senior level. Under limited supervision of Purchasing Manager, procures materials, components, supplies & services. Contacts suppliers, secures bids & places orders per policy. Expedites deliveries & makes substitutions per policy. Typically has BA & 2-3 years of experience.

709 Purchasing Clerk Under limited supervision of Purchasing Supervisor or Manager, writes purchase orders, verifies specifications, obtains prices & delivery dates using computer & telephone. Not an entry level position. Typically has HS diploma & 1-2 years of relevant experience.

710 Warehouse Manager Directs and manages warehouse activities in a cost-effective and time efficient manner. Develops operational procedures for shipments (incoming and outgoing), material handling, and inventory control. Typically has a BA & at least 7 years of experience.

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Job Code Job Title General Job Description OPERATIONS GROUP 711 Warehouse Supervisor Administers operations procedures developed by warehouse manager. Oversees that materials are received, stored, shipped, and

reported properly. Makes recommendations for process improvements. Trains warehouse workers. Involved in the hiring process and is responsible for performance reviews. Typically has high school diploma & at least 5 years of experience.

712 Warehouse Worker, Lead Under the direction of warehouse supervisor, directs and performs the various movement of materials. May use technologically advanced devices to track and code merchandise. May be involved in coordinating truck and pallet schematics. Spends approximately fifty percent of the time performing the tasks in which they lead. May have authority to adjust work schedules. Typically has a forklift license, high school diploma & at least 3 years of experience.

713 Warehouse Worker, Senior Level

Under the general direction of warehouse supervisor and/or lead, performs more complex warehousing tasks. May use technologically advanced devices to track and code merchandise. Typically has a forklift license, high school diploma & 1-2 years of experience.

714 Shipping and Receiving Assistant

Under direct supervision of S/R Supervisor or Manager receives & gathers, packs materials, products & supplies for shipment per procedures; verifies shipped and received items against records. Typically has HS diploma & 0-1 year of experience.

715 Material Handler / Warehouseperson

Under general supervision, moves items & records movements per procedures. Operates forklift & other equipment. Not entry level. Typically has HS diploma & 6 mos.-1 year of experience.

716 Facilities Manager Responsible for compliance with health and safety standards. Manages capital projects from proposals through to completion. Manages service contracts, supervises maintenance and facilities staff. Typically has HS diploma & 7-10 years of related experience. Manages the maintenance of facilities, grounds and equipment.

717 Maintenance Supervisor Manages and coordinates the organization's housekeeping operations to ensure facilities are maintained in a clean, safe manner. Ensures custodial and maintenance activities comply with health, fire and other safety regulations. Supervises and trains staff. Typically has HS diploma & 5+ years of related experience.

718 Maintenance Technician, Senior Level

Under minimal supervision, responsible for a variety of specialized duties including maintenance and repair of office equipment, painting of facilities, carpentry, plumbing, and electrical work. Has advance knowledge of at least two specialized areas. May lead lower level technicians. Typically has a high school diploma and at least 4 years of experience.

719 Maintenance Technician Responsible for a variety of duties including maintenance and repair of office equipment, painting of facilities, routine carpentry, plumbing and electrical work. Typically has HS diploma & 1-2 years of related experience.

720 Janitor/Custodian Entry level. Cleans facilities and work areas including furnishings, bathrooms, walls and floors. Removes waste material, maintains inventory of tools and supplies. May perform some routine repairs and load/unload deliveries. Typically has HS diploma & 0-2 years of general experience.

721 Security Manager Develops and implements security policies, procedures and programs. Responsible for staffing and training security guards and directs their activities. Develops system for visitor control and employee property and identification. Typically required a BA & at least 7 years of experience in law enforcement, military duty or related field.

722 Security Officer/Guard Entry level. Patrols organization premises, ensures that visitors have legitimate business with the organization. Investigates unusual or suspicious situations. Maintains visitor and other records. Enforces organization policies and procedures during and after normal working hours. Escorts staff and visitors to vehicles after hours. Assists in emergencies. May operate fire equipment, radios, administer CPR and first aid. Typically has HS diploma & 0-2 years of general experience.

723 Driver/Delivery Person Drives truck on established route to deliver products to place of business. Loads and unloads truck, collects payments for deliveries and maintains security of cargo. Typically has HS diploma & 1-2 years experience and may require a specialized class license.

724 Groundskeeper Under limited supervision maintains grounds of property and surrounding area. Cuts grass, rakes leaves, plants flowers and prunes trees. Performs maintenance on equipment. Typically has 1-2 years experience.

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Job Code Job Title General Job Description GENERAL CLERICAL GROUP 800 Office Manager Responsible for office activities such as filing, records maintenance, copy/print services, reception, mail pick up and distribution,

office maintenance and cleaning services, communications/telephones. Develops office procedures. Strong communication skills and managerial skills required. May supervise up to ten employees. Typically has HS diploma & 3+ years of related experience, including supervision.

801 Executive Assistant Fully qualified level. Under very limited supervision, provides executive staff with wide variety of administrative support. Prepares various reports and presentations. May advise contacts inside and outside the organization on the executive views on current issues or policies facing organization. May serve as the representative for executives at meetings. Manages calendar, meetings, correspondence and budget. Typically has 3-5 years of experience.

802 Administrative Assistant Fully qualified level. Under limited supervision, provides general admin support for a department or similar unit. Collects, analyzes data, writes up results. Makes travel arrangements per policy. Manages schedules. Typically has HS diploma & 2-3 years of experience.

803 General Clerk Fully qualified level. Under limited supervision, does variety of clerical tasks per prescribed routines, such as collecting data, making standard calculations, coding & processing documents, maintaining records and files. Typically has HS diploma & 2-3 years of experience.

804 Receptionist Entry level. Under direct supervision answers telephone calls. Greets clients and visitors, determines nature of business, and directs to destination. Maintains visitor records. May perform variety of clerical duties. Typically has HS diploma & 0-2 years of experience.

805 File Clerk Entry level. Under direct supervision, sorts, files, cross-references items, & sets up files per established procedure. Typically has HS diploma & 0-2 years of general experience.

806 Mail Clerk Entry level. Under direct supervision, sorts & distributes incoming mail. Processes outgoing mail per postal & private carrier requirements. Meters postage, applies correct amounts. Expedites mail per procedures. Typically has HS diploma & 0-2 years of general experience.

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Job Code Job Title General Job Description AGRICULTURE AND WINERIES GROUP 1001 Agricultural Inspector Inspects crop or harvest, processing equipment, and facilities to ensure compliance with health, quality, and safety regulations and

laws. 1002 Agricultural Equipment

Operator Operates farm equipment to till soil, plant, cultivate, and harvest crops or perform tasks, such as crop baling or hay bucking and/or operates equipment for post-harvest tasks, such as husking, shelling, threshing, and ginning.

1003 Farm Manager Oversees and coordinates operations. Responsible for all aspects of crop or animal care, facility repair and maintenance at the site to ensure maximum efficiency and profit.

1004 Farm Labor Procurer Recruits, hires, and supervises seasonal or temporary agricultural laborers. 1005 Farm Workers/Laborers –

Crop Plants, cultivates, and harvests plant crops using hand tools, such as shovels, trowels, hoes, tampers, pruning hooks, shears, and knives. Duties may include tilling soil and applying fertilizers; transplanting, weeding, thinning, or pruning crops; applying pesticides; repairing fences and farm buildings; irrigation.

1006 Farm Workers/Laborers – Animals

Attends to animals such as cattle, sheep, swine, goats, horses and poultry. Duties may include feeding, watering, herding, grazing, castrating, branding, de-beaking, weighing, catching, and loading. Maintains records on animals; examines animals to detect diseases and injuries; assist in birth deliveries; and administers medications, vaccinations, or insecticides as appropriate.

1007 Grader/Sorter Grades, sorts, or classifies unprocessed food and other agricultural products by size, weight, color, or condition. 1008 Director of

Winemaking/Enologist Primary responsibilities include directing and performing laboratory analyses, overseeing quality control measures, maintaining lab and winemaking records, assisting the winemaker as needed, and interfacing with the cellar team. Typically has BS in Enology or related field and at least 2 years of lab and cellar experience.

1009 Winery Operations Manager Manages all aspects of winery operations, including cellar, blending, basic wet chemistry, bottling line, inventory/production logs; monitors grape samples for sugar levels, acid content, flavor and maturity; coordinates wine and juice production, processing, wine finishing and wine storage. Typically has a Bachelor’s degree or higher in Enology, Chemistry, or other relevant discipline, plus a minimum of 5 years experience in winemaking.

1010 Winemaker Responsible for winemaking, including wine blends, storage and stabilization and all aspects of winery cellar production, from crush to bottling. May supervise quality control lab staff to ensure conformance of standard operating procedures and other winemaking practices. Responsible for a cellar inventory and compliance record-keeping. Monitors and maintains production equipment, supplies, gases and chemicals. Typically has a Bachelor's degree in Enology, Viticulture, Fermentation Science or related field and 2 - 3 years of experience in wine production.

1011 Vineyard Manager/Grower Relations

Responsible for viticultural operations including the administration, operations and maintenance of estate vineyards. May also be responsible for grower relations with other winery contracted vineyards under the direction of the Winemaker. Typically has a Bachelors degree in viticultural studies and 5 years of viticulture experience.

1012 Vineyard Supervisor Assists Vineyard Manager in all aspects of operations. Manages and directs vineyard crew. Typically has a Bachelors degree in viticulture, 3 – 5 years related experience, and proficiency in Spanish.

1013 Bottling Line/Maintenance Supervisor

Runs machinery and perform line changeovers. Maintain safe bottling line procedures and bottling line sterility. Troubleshoots mechanical problems and performs minor repair and maintenance of equipment. Supervises bottling crew. Maintains bottling and inventory records. Typically has 3 - 5 years of related experience.

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Job Code Job Title General Job Description AGRICULTURE AND WINERIES GROUP, continued1014 Bottling Line Technician/

Machine Operator Operates machine; has experience with changeovers and setting up equipment. Has knowledge of quality control inspections and sterile bottling practices. Typically has 2 or more years of experience.

1015 Cellar Manager Performs or manages all aspects of cellar work, including racking, pumping, clarifying, and blending; barrel work, stacking, washing, and maintenance; tank sanitation and preparation; cleaning and maintenance of cellar; purging and gassing of tanks; filtration of wines and chemical additions and stirring and topping of wines. Operates and maintains cellar, harvest equipment and wine pumps. Responsible for quality assurance supervision over the glass dumping station, filler station, foiling station, stacking station, and bottling line clean-up. Supervises cellar crew. Typically has 3 – 5 years of cellar experience.

1016 Cellar Worker II Operates all winery production equipment, including forklift movement and stacking of filled wine barrels and puncheons. Has good working knowledge of each position on the bottling line. As directed, makes cellar additions to juice and wine. Supervises harvest interns and/or Level I Cellar Workers. Typically has a minimum of 3 - 5 years of previous winery experience.

1017 Cellar Worker I Performs various work assignments under general supervision to include: racking, pumping, clarifying and blending of juice and wine; operates and cares for filters, pumps, presses, hoses and other cellar equipment; experienced in various aspects of crush work; handles shipping and receiving of tanker trucks. Typically has a minimum of 1 - 3 years of previous winery or food and beverage manufacturing experience.

1018 Lab Director / Sr. Lab Tech Oversees performance and data reported by the laboratory. Coordinates with winemakers, cellar and bottling departments to ensure wine is ready to bottle at scheduled time. Performs blending, stability, fining and filterability tests. Monitors sampling, tastings and chemical analyses. Prepares and standardizes solutions needed for production. Typically has a Bachelor’s Degree in Chemistry or Enology and previous winery lab experience.

1019 Lab Technician Performs a wide variety of wine chemical analysis, chemical standardization, tank and barrel sampling, data entry, cork sensory, reagent preparation, equipment maintenance, and daily lab cleanup. Assists with wastewater monitoring, bottling line QC and recordkeeping; ripeness, fermentation & post-fermentation monitoring. Cellar work as required. Typically has at least 2 years winery lab experience and has completed college-level science courses.

1020 Tasting Room Manager Responsible for day-to-day operations of the consumer and trade guest experience and winery retail sales including: inventory, staffing, sales, and tours/trade visits. Trains tasting room staff. Participates in special events and hospitality functions as needed. May conduct tours and private tastings. Typically has a Bachelors degree in related field and a minimum of 5 years of relevant wine industry or direct sales management experience.

1021 Tasting Room Staff Greets and educates customers in the tasting room, pours, sells wine, wine club memberships and merchandise. Assists with special events and back up support. Accurately handles routine sales transactions. Performs back-of-the-house operational duties as required: merchandise/wine stocking, cleaning, special event set-up and take-down. Typically has at least 1 year of experience with tasting room sales or customer service.

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Job Code Job Title General Job Description BANKING AND CREDIT UNION GROUP2001 Director of Lending Operations Responsible for the overall lending operation of financial institutions, such as bank, credit union, savings and loan association,

finance company, mortgage banking company, or trust company. Oversees the company's entire loan portfolio including origination, underwriting, processing, closing, servicing and compliance of all lending operations. Is involved in strategic planning and the development of policies, procedures and business goals. Directly supervises finance-related managers.

2002 Director of Member Services Responsible for the member services functions of the financial institution's main office, branch offices, and telephone information center. Assists in the strategic creation of policies and procedures to ensure effective promotion of products and services delivery of high-quality member service. Supervisors may report to this position or, in smaller organizations, non-supervisory employees may report directly to this position.

2003 Director of Branch Operations Oversees the operations of multiple branch locations of the financial institution. Is involved with strategic development of policies and procedures to ensure effective and efficient operations, high-quality member service, and compliance with all regulations.

2004 Branch Manager II Manages branch of financial institution, such as bank, credit union, savings and loan association, finance company, mortgage company, or trust company with ten or more full-time employees. Responsible for implementing institution policies and procedures with respect to opening new accounts, collecting delinquent accounts, granting or extending lines of credit, and authorizing various types of loans. Oversees the branch operating budget and ensures compliance with all regulations and internal controls.

2005 Branch Manager I Manages branch of financial institution, such as bank, credit union, savings and loan association, finance company, mortgage company, or trust company with fewer than ten full-time employees. Responsible for implementing institution policies and procedures with respect to opening new accounts, collecting delinquent accounts, granting or extending lines of credit, and authorizing various types of loans. Oversees the branch operating budget and ensures compliance with all regulations and internal controls.

2006 Assistant Branch Manager II Assists the branch manager with the all operations of a branch with at least ten full-time employees. Oversees the work of employees, reviews documents such as applications and records, assists in branch security and cash management operations. Assumes overall responsibility for branch in the absence of the branch manager.

2007 Assistant Branch Manager I Assists the branch manager with the all operations of a branch with at fewer than ten full-time employees. Oversees the work of employees, reviews documents such as applications and records, assists in branch security and cash management operations. Assumes overall responsibility for branch in the absence of the branch manager.

2008 Teller Manager/Supervisor Oversees the work of tellers and any other personnel in financial institutions whose work involves receiving and paying out money and recording transactions. Plans work schedules and assigns duties to ensure efficient operations. May perform all teller functions as needed. Resolves member problems too complex for subordinate tellers. Provides guidance and training for tellers to ensure efficient and accurate transactions.

2009 Teller II Provides direct service to financial institution customers by accepting deposits and payments, processing withdrawals and cashing checks. Maintains records of all transactions, entering data into the institution's computer system and generating receipts. money and negotiable instruments involved in financial transactions. Enters customers' transactions into computer to record transactions, and issues computer-generated receipts. Has knowledge to assist customers with transactions of medium complexity. Typically has more than two years of experience.

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Job Code Job Title General Job Description BANKING AND CREDIT UNION GROUP, continued2010 Teller I Provides direct service to financial institution customers by accepting deposits and payments, processing withdrawals and

cashing checks. Maintains records of all transactions, entering data into the institution's computer system and generating receipts. money and negotiable instruments involved in financial transactions. Enters customers' transactions into computer to record transactions, and issues computer-generated receipts. Has knowledge to assist customers with transactions of medium complexity. Typically has from six months to two years of experience.

2011 Call Center Representative II Provides high-quality product and services information to financial institution customers. Advises less experiences call center representatives, assisting them with resolution of more complex problems. Mails, faxes, or e-mails new customer applications, loan applications and/or information to customers and prospective customers.

2012 Call Center Representative I Provides high-quality product and services information to financial institution customers. Handles routine requests and problems, getting assistance from more a more experienced representative or supervisor to resolve more complex problems. Mails, faxes, or e-mails new customer applications, loan applications and/or information to customers and prospective customers.

2013 Commercial Loan Manager Manages the day-to-day operations of the financial institution's commercial loan department. Ensures compliance with all relevant business lending laws. Develops policies, procedures, and products that best serve the financial institution and its customers. Participates in marketing efforts. Oversees the department's budget as well as the business loan portfolio. Typically has a four-year college degree in addition to job experience in a related field.

2014 Commercial Loan Officer II Provides information on financial institution's commercial loan products and services. Complies with institution's policies and procedures as well as all relevant government rules and regulations. Develops the institution's business loan portfolio. Makes recommendations to management with respect to potential new products and industry trends. Prepares loan documentation. Has substantial authority to approve or deny business loans.

2015 Commercial Loan Officer I Provides information on financial institution's commercial loan products and services. Complies with institution's policies and procedures as well as all relevant government rules and regulations. Develops the institution's business loan portfolio. Prepares loan documentation. Has moderate level of authority to approve or deny business loans.

2016 Commercial Processor/Clerk Responds to questions from customers and potential customers about commercial loans and rates. Provides application forms, schedules appointments with loan officers. Enters commercial loan information into institution's computer system. Handles a wide variety of loan-related documents, ensuring completeness and accuracy.

2017 Consumer Loan Manager Manages the day-to-day operations of the financial institution's consumer loan department. Ensures compliance with all relevant consumer lending laws. Develops policies, procedures, and products that best serve the financial institution and its customers. Monitors and analyzes economic conditions for their effect on consumer lending and develops appropriate policies in response. Participates in marketing efforts. Typically has a four-year college degree in addition to job experience in a related field.

2018 Consumer Loan Officer II Provides information on financial institution's consumer loan products and services. Complies with institution's policies and procedures as well as all relevant government rules and regulations. Makes recommendations to management with respect to potential new products and industry trends. Prepares loan documentation. Has substantial authority to approve or deny consumer loans.

2019 Consumer Loan Officer I Provides information on financial institution's consumer loan products and services. Complies with institution's policies and procedures as well as all relevant government rules and regulations. Prepares loan documentation. Has moderate level of authority to approve or deny consumer loans.

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Job Code Job Title General Job Description BANKING AND CREDIT UNION GROUP, continued2020 Consumer Loan Processor/Clerk Responds to questions from customers and potential customers about consumer loans and rates. Provides application forms,

schedules appointments with loan officers. Enters consumer loan information into institution's computer system. Handles a wide variety of loan-related documents, ensuring completeness and accuracy.

2021 Mortgage Loan Manager Manages the day-to-day operations of the financial institution's mortgage loan department. Ensures compliance with all relevant mortgage lending laws. Monitors and analyzes economic conditions for their effect on mortgage lending and develops appropriate policies in response. Participates in marketing efforts. Typically has a four-year college degree in addition to job experience in a related field.

2022 Mortgage Loan Officer II Provides information on financial institution's mortgage loan products and services. Complies with institution's policies and procedures as well as all relevant government rules and regulations. Handles both conventional residential mortgage and FHA/VA loans. Oversees the application process, including interviewing applicants, collecting background information and documentation, and evaluating credit history. Has substantial authority to approve or deny mortgage loans. Makes recommendations to management with respect to potential new products and industry trends. Typically has a four-year college degree in a related or appropriate field.

2023 Mortgage Loan Officer I Provides information on financial institution's mortgage loan products and services. Complies with institution's policies and procedures as well as all relevant government rules and regulations. Handles both conventional residential mortgage and FHA/VA loans. Oversees the application process, including interviewing applicants, collecting background information and documentation, and evaluating credit history. Has moderate level of authority to approve or deny mortgage loans. Typically has a four-year college degree in a related or appropriate field.

2024 Mortgage Loan Processor/Clerk Responds to questions from customers and potential customers about mortgage loans and rates. Collects financial information on applicants to determine loan qualifications. Provides application forms, schedules appointments with loan officers. Handles a wide variety of loan-related documents, ensuring completeness and accuracy.

2025 Collector/Adjustor Oversees handling of late and/or delinquent loan accounts and pending late payment reminders. Contacts delinquent loan account holders, maintains accurate records, negotiates loan extensions and/or modifications in order to collect on accounts. Maximizes account collections, taking into consideration both the goodwill of customers and the financial institution's business interests.

2026 Plastic Card Manager Oversees the plastic card or credit card operations of the financial institution. Responsible for hiring, training, and supervising department personnel. Develops and implements policies and procedures in order to meet company goals. Issues approval or denial of credit card applications based on institution's policies. Prepares management reports.

2027 Plastic Card Clerk Provides service to customers either over the telephone or in person, handling credit, debit, and/or ATM card inquiries and processing financial transactions. Maintains account records by processing requests such as name and address changes, replacement cards, and account closures. Has a thorough working knowledge of financial institution's policies and procedures.

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Job Code Job Title General Job Description ENGINEERING/RESEARCH & DEVELOPMENT GROUP3001 Engineering Director Plans, organizes, directs and implements all engineering projects. Directs the design and procedures to improve or modify new

products, equipment and/or processes. Approves final budget, timing and personnel requirements. Typically has BS & 10 years of experience.

3002 Engineering Manager Manages and coordinates activities on assigned engineering projects. Recommends engineering policies and procedures to improve operations. Forecasts operating costs and prepares project budgets. This may be the top engineering position in smaller companies. Typically has BS & 5 - 7 years of experience.

3003 Research & Development Director

Recommends and directs research and development programs in an assigned area. Directs research aimed at improving existing products and processes, as well as the introducing new products and processes. Typically manages a staff of research & development engineers and/or technicians. Typically has a BS and Master’s degree & 10 years of experience.

3004 Research & Development Manager

Manages and coordinates activities on assigned research and development projects. Recommends policies and procedures to improve operations. Forecasts operating costs and prepares project budgets. This may be the top research and development position in smaller companies. Typically has BS & 5 - 7 years of experience.

3005 Chemical Engineer, Lead Leads a group of chemical engineers to design various products and processes such as gasoline, plastics, cement, food and pharmaceuticals, and forest products. Determines most efficient arrangement of operations such as mixing, crushing, heat transfer, condensers, absorption and evaporation towers, and stills. Performs engineering duties for projects of high complexity. Has comprehensive knowledge of chemical engineering principles, concepts, practices and theories. Typically has a Master’s Degree & 5 - 7 years experience or a BS & 7 - 10 years of experience.

3006 Chemical Engineer, Senior Level Under limited supervision, designs various products and processes such as gasoline, plastics, cement, food and pharmaceuticals, and forest products. Determines most efficient arrangement of operations such as mixing, crushing, heat transfer, condensers, absorption and evaporation towers, and stills. Performs engineering duties for projects of high complexity. Has comprehensive knowledge of chemical engineering principles, concepts, practices and theories. Typically has a Master’s Degree & 2 - 4 years experience or a BS & 4 - 6 years of experience

3007 Chemical Engineer Under general supervision, designs various products and processes such as gasoline, plastics, cement, food and pharmaceuticals, and forest products. Determines most efficient arrangement of operations such as mixing, crushing, heat transfer, condensers, absorption and evaporation towers, and stills. Performs engineering duties for projects of moderate complexity. Has general knowledge of chemical engineering principles, concepts, practices and theories. Typically has a Master’s Degree & 0 - 2 years experience or a BS & 2 - 4 years of experience.

3008 Chemical Engineer, Entry Level Under general supervision, designs various products and processes such as gasoline, plastics, cement, food and pharmaceuticals, and forest products. Determines most efficient arrangement of operations such as mixing, crushing, heat transfer, condensers, absorption and evaporation towers, and stills. Performs engineering duties for projects of a more basic and routine nature. Has basic knowledge of chemical engineering principles, concepts, practices and theories. Typically has a BS & 0 - 1 years of experience.

3009 Electrical Engineer, Lead Leads a group of electrical engineers to design and develop electrical components such as systems, atomic power generation, equipment, transmissions, and utilization of electrical energy for domestic, commercial and industrial consumption. Performs engineering duties for projects of high complexity. Typically has a Master’s Degree & 5 - 7 years of experience or a BS & 7 - 10 years of experience.

3010 Electrical Engineer, Senior Level Under limited supervision, designs and develops electrical components such as systems, atomic power generation, equipment, transmissions, and utilization of electrical energy for domestic, commercial and industrial consumption. Performs engineering duties for projects of high complexity. Typically has a Master’s Degree & 2 - 4 years of experience or a BS & 4 - 6 years of experience.

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Job Code Job Title General Job Description ENGINEERING/RESEARCH & DEVELOPMENT GROUP, continued3011 Electrical Engineer Under general supervision, designs and develops electrical components such as systems, atomic power generation, equipment,

transmissions, and utilization of electrical energy for domestic, commercial and industrial consumption. Performs engineering duties for projects of moderate complexity. Typically has a Master’s Degree & 0 - 2 years of experience or a BS & 2 - 4 years of experience.

3012 Electrical Engineer, Entry Level Under general supervision, designs and develops electrical components such as systems, atomic power generation, equipment, transmissions, and utilization of electrical energy for domestic, commercial and industrial consumption. Performs engineering duties for projects of a more basic and routine nature. Typically has a BS & 0 - 1 years of experience.

3013 Mechanical Engineer, Lead Leads a group of mechanical engineers in designing, testing, evaluating, and overseeing the production and installation of mechanical devices or systems such as fabricated products, tools, machines, auxiliary systems, heat, gas and steam systems. Performs engineering duties for projects of high complexity. Typically has a Master’s Degree & 5 - 7 years of experience or a BS & least 7 - 10 years of experience.

3014 Mechanical Engineer, Senior Level

Under limited supervision, designs, tests, evaluates, and oversees the production and installation of mechanical devices or systems such as fabricated products, tools, machines, auxiliary systems, heat, gas and steam systems. Performs engineering duties for projects of high complexity. Typically has a Master’s Degree & 2 - 4 years of experience or a BS & 4 - 6 years of experience.

3015 Mechanical Engineer Under general supervision, designs, tests, evaluates, and oversees the production and installation of mechanical devices or systems such as fabricated products, tools, machines, auxiliary systems, heat, gas and steam systems. Performs engineering duties for projects of moderate complexity. Typically has a Master’s Degree & 0 - 2 years of experience or a BS with & 2 - 4 years of experience.

3016 Mechanical Engineer, Entry Level Under general supervision, designs, tests, evaluates, and oversees the production and installation of mechanical devices or systems such as fabricated products, tools, machines, auxiliary systems, heat, gas and steam systems. Performs engineering duties for projects of a more basic and routine nature. Typically has a BS & 0 - 1 years of experience.

3017 Software Engineer, Lead Leads a group of software engineers in the development, coding, testing, debugging, implementation and documentation of software program applications. Involved with operating systems such as utility software, development software, and diagnostic software. Performs engineering duties for projects of high complexity. Typically has a Master’s Degree & 5 - 7 years of experience or a BS & 7 - 10 years of experience.

3018 Software Engineer, Senior Level Under limited supervision, develops, codes, tests, debugs, implements and documents software program applications. Involved with operating systems such as utility software, development software, and diagnostic software. Performs engineering duties for projects of high complexity. Typically has a Master’s Degree & 2 - 4 years of experience or a BS & 4 - 6 years of experience.

3019 Software Engineer Under general supervision, develops, codes, tests, debugs, implements and documents software program applications. Involved with operating systems such as utility software, development software, and diagnostic software. Performs engineering duties for projects of moderate complexity. Typically has a Master’s Degree & 0 - 2 years of experience or a BS & 2 - 4 years of experience.

3020 Software Engineer, Entry Level Under general supervision, develops, codes, tests, debugs, implements and documents software program applications. Involved with operating systems such as utility software, development software, and diagnostic software. Performs engineering duties for projects of a more basic and routine nature. Typically has a BS & 0 - 1 years of experience.

3021 Manufacturing/Processing Engineer, Lead

Leads a group of production/processing engineers, in the development and implementation of production/processing methods and controls to comply with quality standards in the most cost efficient manner. Plans sequence of operations. Recommends process improvements in new and/or existing operations. Performs engineering duties for projects of high complexity. Typically has a Master’s Degree & 5 - 7 years of experience or a BS & 7 - 10 years of experience.

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Job Code Job Title General Job Description ENGINEERING/RESEARCH & DEVELOPMENT GROUP, continued3022 Manufacturing/Processing

Engineer, Senior Level Under limited supervision, develops and implements production/processing methods and controls to comply with quality standards in the most cost efficient manner. Plans sequence of operations. Recommends process improvements in new and/or existing operations. Performs engineering duties for projects of high complexity. Typically has a Master’s Degree & 2 - 4 years of experience or a BS & 4 - 6 years of experience.

3023 Manufacturing/Processing Engineer

Under general supervision, develops and implements production/processing methods and controls to comply with quality standards in the most cost efficient manner. Plans sequence of operations. Recommends process improvements in new and/or existing operations. Performs engineering duties for projects of moderate complexity. Typically has a Master’s Degree & 0 - 2 years of experience or a BS & 2 - 4 years of experience.

3024 Manufacturing/Processing Engineer, Entry Level

Under general supervision, develops and implements production/processing methods and controls to comply with quality standards in the most cost efficient manner. Plans sequence of operations. Recommends process improvements in new and/or existing operations. Performs engineering duties for projects of a more basic and routine nature. Typically has a BS & 0 - 1 years of experience.

3025 Research & Development Engineer, Lead

Leads a group of research and development engineers in the development of ideas for new products, models, and processes. Performs extensive research into new ideas. Conducts field tests, records data and writes summary reports. Performs engineering duties for projects/ideas of high complexity. Typically has a Master’s Degree & 5 - 7 years of experience or a BS & 7 - 10 years of experience.

3026 Research & Development Engineer, Senior Level

Under limited supervision, develops ideas for new products, models, and processes. Performs extensive research into new ideas. Conducts field tests, records data and writes summary reports. Performs engineering duties for projects/ideas of high complexity. Typically has a Master’s Degree & 2 - 4 years of experience or a BS & 4 - 6 years of experience.

3027 Research & Development Engineer

Under general supervision, develops ideas for new products, models, and processes. Performs extensive research into new ideas. Conducts field tests, records data and writes summary reports. Performs engineering duties for projects/ideas of moderate complexity. Typically has a Master’s Degree & 0 - 2 years of experience or a BS & 2 - 4 years of experience.

3028 Research & Development Engineer, Entry Level

Under general supervision, develops ideas for new products, models, and processes. Performs extensive research into new ideas. Conducts field tests, records data and writes summary reports. Performs engineering duties for projects/ideas of a more basic and routine nature. Typically has a BS & 0 - 1 years of experience.

3029 Civil Engineer, Lead Leads a group of civil engineers in the development, planning and design of structures and buildings such as roads, bridges, tunnels airports, pipelines, water supply projects and sewage systems. Prepares and approves project plans including cost estimates. Performs engineering duties for projects of high complexity and oversees work of lower-level professionals. Typically has a Master’s Degree & 5 - 7 years of experience or a BS & 7 - 10 years of experience.

3030 Civil Engineer, Senior Level Under limited supervision, develops, plans and designs structures and buildings such as roads, bridges, tunnels airports, pipelines, water supply projects and sewage systems. . Prepares and approves project plans including cost estimates. Performs engineering duties for projects of high complexity. Typically has a Master’s Degree & 2 - 4 years of experience or a BS & 4 - 6 years of experience.

3031 Civil Engineer Under general supervision, develops, plans and designs structures and buildings such as roads, bridges, tunnels airports, pipelines, water supply projects and sewage systems. Performs engineering duties for projects of moderate complexity. Typically has a Master’s Degree & 0 - 2 years of experience or a BS & 2 - 4 years of experience.

3032 Civil Engineer, Entry Level Under general supervision, develops, plans and designs structures and buildings such as roads, bridges, tunnels airports, pipelines, water supply projects and sewage systems. Performs engineering duties for projects of a more basic and routine nature. Typically has a BS & 1 - 2 years of experience.

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8. Job Titles and Descriptions (continued)

Gallagher 2015 California Total Compensation Survey Page 41 Copyright © 2015 by Arthur J. Gallagher & Co.

Job Code Job Title General Job Description HOSPITALITY GROUP 4001 Food Services Director Plans, directs and coordinates activities of the food service department, including supervision of purchasing, production and

distribution of food. Responsible for all aspects of food service. Supervises all employees of the food service department. 4002 Food Services Manager Manages non-exempt staff that performs operational kitchen duties to provide meals. Supervises workers engaged in preparing

and serving food. Direct the preparation, seasoning, and cooking of salads, soups, fish, meats, vegetables, desserts, or other foods. May plan and price menu items, order supplies, and keep records and accounts. May participate in cooking.

4003 Executive Chef Responsible for all kitchen operations including ensuring food quality, hygiene and safety standards, menu planning and development. Orders food and kitchen supplies. Hires, trains and manages kitchen staff.

4004 Cook Prepares, seasons and cooks soups, meats, vegetables, desserts and other foodstuffs for consumption in eating establishments. Prepares recipes using a variety of kitchen utensils. Reads menu to estimate food requirements and orders food from supplier or procures food from storage. May supervise other kitchen employees.

4005 Food Services Worker Performs a variety of food preparation duties, such as preparing cold foods and maintaining and cleaning kitchen work areas, equipment and utensils. Serves food to patients, staff and visitors. Perform a variety of food preparation duties other than cooking, such as preparing cold foods and shellfish, slicing meat, and brewing coffee or tea.

4006 Kitchen Assistant Perform food preparation duties such as shredding lettuce for salads, cutting up food for cooking, and performing simple cooking steps under the direction of the chef or head cook. Beginners may advance to more skilled food preparation jobs with experience or specialized culinary training.

4007 Restaurant Manager, Large Directs the food services operation of a large hotel, large restaurant, large institutional food facility, or similar establishment. This position typically has managers reporting to it.

4008 Restaurant Manager, Small Manages smaller single outlet restaurant. Directs, coordinates preparation of food served or prepared by establishment, collecting of monies from in-house or take-out customers. Oversees facilities.

4009 Assistant Restaurant Manager Assists manager of a franchised or independent fast food or wholesale-prepared food establishment. 4010 Catering Manager Manages all catering functions of a food service facility. Coordinates the scheduling of catering events and plans menus. Serves

as hands-on supervisor of all catering staff, including setting, all food and beverage service, cleaning up, and ensuring customer satisfaction.

4011 Waiter/Waitress Takes orders and serves food and beverages to patrons at tables in dining establishment. Provide service emphasizing personal, attentive treatment at a more leisurely pace.

4012 Host/Hostess Welcomes patrons, seats them at tables or in lounge, and helps ensure quality of facilities and services. 4013 Food Server Food and beverage servers workers are the front line of customer service in full-service restaurants, casual dining eateries, and

other food service establishments. Servers are expected to provide fast, efficient, and courteous service. 4014 Counter Attendant Serves food to diners at counter or from a steam table. 4015 Dishwasher Washes dishes, glasses pots, pans and flatware at a food service facility. Operates kitchen machinery safely. May also be

responsible for cleaning work areas and equipment. 4016 Hotel Manager, Large Directs all aspects and daily operations of a hotel to ensure efficient and profitable operation. Establishes standards for personnel

administration and performance, service to patrons, room rates, advertising, publicity, credit, food selection and service, and type of patronage to be solicited. Delegates authority and assigns responsibilities to department heads.

4017 Hotel Manager, Small Plan, direct, or coordinate activities of an organization or department that provides lodging and other accommodations. 4018 Assistant Hotel Manager Manages lodging facility such as motels, small hotels, small apartment houses, or trailer parks to ensure efficient and profitable

operation.

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Gallagher 2015 California Total Compensation Survey Page 42 Copyright © 2015 by Arthur J. Gallagher & Co.

Job Code Job Title General Job Description HOSPITALITY GROUP, continued 4019 Event Planner Coordinates the booking of events, including space requirements, food and beverage service, any special equipment needed,

decorations, and travel arrangements. Serves as the hands-on supervisor of event staff during the function, as well as the staff liaison with any outside vendors.

4020 Hotel Front Desk Manager Coordinates front office activities of hotel or motel and resolves problems arising from guests' complaints, reservation and room assignment activities, and unusual requests and inquiries. Assigns duties and shifts to workers and observes performances to ensure adherence to hotel policies and established operating procedures. This position typically reports to the hotel's General Manager and supervises subordinate staff.

4021 Hotel Front Desk Clerk Hotel, motel, and resort desk clerks are the first line of customer service for a lodging property. They register arriving guests, assign rooms, and answer guests’ questions on hotel services and other matters. At other times, they check out guests and report problems with guest rooms or public areas to the housekeeping or maintenance staff.

4022 Doorman Greets arriving and departing hotel guests. Opens doors, assists with luggage, hails taxicabs. Maintains neat appearance of the hotel entry. Provides directions and other information to hotel guests.

4023 Concierge Assist patrons at hotel, apartment, or office building with personal services. May take messages, arrange or give advice on transportation, business services or entertainment, or monitor guest requests for housekeeping and maintenance.

4024 Housekeeper Responsible for cleaning required number of rooms/suites to ensure compliance with established organization standards. Reports maintenance deficiencies and complies with housekeeping procedures, safety guidelines and security procedures. Maids and housekeeping cleaners clean lobbies, halls, guestrooms, and bathrooms.

4025 Shuttle Driver Drives minibus, van, or lightweight truck to transport clients, trainees, or company personnel. May assist passengers with baggage. May collect fares or tickets. May require a commercial driver's license.

INSURANCE GROUP 5001 Portfolio Manager (Insurance) Responsible managing the investments in various types of portfolios such as equity, fixed income and foreign exchange. Typically

has a Bachelor's degree and five or more years of experience. 5002 Underwriting Manager Responsible for underwriting policies and procedures. Makes hiring decisions, trains and directs the work of underwriting staff.

Reviews subordinate underwriters’ decisions and assessments. Typically has a Bachelor’s degree and five or more years of experience.

5003 Underwriting Specialist Works under only limited direction to review and evaluate policy applications, re-pricings, renewals, etc. Advises and trains subordinate underwriting staff, and may oversee some of their work. Typically has a Bachelor's degree and six or more years of experience.

5004 Underwriter, Senior Level Examines complex underwriting matters involving relatively high risk. Works under general supervision and advises subordinate underwriters. May have discretion to approve or deny some applications. Typically has a Bachelor's degree and four or more years of experience.

5005 Underwriter, Intermediate Level Reviews and evaluates policy applications, re-pricings, renewals, etc. Works under general supervision and handles relatively complex policies involving higher than average risk. May have discretion to approve or deny some applications. Typically has a Bachelor's degree and several years of experience.

5006 Underwriter, Associate Level Reviews and policy applications, directly supervised by a more senior underwriter. Responds to insurance agents’ questions about underwriting decisions. Typically has a Bachelor's degree and one or two years of experience.

5007 Underwriting Assistant Performs general clerical duties in support of the underwriting staff. May serve as liaison between the underwriting department and other company employees. Assists with routine underwriting matters, involving both new policies and changes to already existing policies. Typically has a high school education and one to two years of experience.

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8. Job Titles and Descriptions (continued)

Gallagher 2015 California Total Compensation Survey Page 43 Copyright © 2015 by Arthur J. Gallagher & Co.

Job Code Job Title General Job Description INSURANCE GROUP, continued 5008 Actuarial Services Director Oversees the organization’s actuarial functions. Is responsible for monitoring and assessing the effectiveness of organization’s

rating formulas. Authorizes rates for experience-rated business. Makes recommendations with respect to significant rating assumptions. Participates in the development and design of new insurance products.

5009 Actuarial Services Manager Oversees the work of actuaries performing analysis and financial projections. Hires and trains actuarial staff. Develops and implements policies and procedures that ensure the organization's financial soundness. May be responsible for pricing, reserving, risk management, and actuarial administration. Typically has a Bachelor's degree in Mathematics, Statistics, or Actuarial Science.

5010 Fellow Actuary (FCAS/FSA) The highest-level actuarial position without supervisory responsibilities. Prepares reports, interprets data and tracks profit trends. Develops policies to ensure the organization's financial soundness. Typically has a Bachelor's degree in Mathematics, Statistics, or Actuarial Science. Has a designation of either Fellow of the Casualty Actuarial Society (FCAS) or Fellow of the Society of Actuaries (FSA).

5011 Associate Actuary Participates in the development of insurance products. Ensures that products are in compliance with government regulations. Compiles statistical data for actuarial analysis, and produces reports for product evaluation. Typically has a Bachelor's degree in Mathematics, Statistics, or Actuarial Science. Has a designation of either Associate of the Casualty Actuarial Society (ACAS) or Associate of the Society of Actuaries (ASA).

5012 Actuarial Analyst Performs actuarial analysis and research. Monitors data with respect to losses and related expenses. Works under general direction, usually reporting to an Actuarial Services Manager. Typically has a Bachelor's degree in mathematics, statistics, or actuarial science. Does not require ACAS or ASA designation.

5013 Assistant Actuary Supports actuarial staff by providing both administrative and technical assistance. Prepares and interprets statistical reports. An entry-level position requiring knowledge of basic insurance-related terminology and computer software used to produce spreadsheets. Typically has a Bachelor's degree in mathematics or a related field.

5014 Claims Director Oversees claims function in one or more insurance unit(s), including investigation and resolution of all claims. Develops and institutes claims standards. Provides guidance to subordinate staff in the case of complex cases. Typically has a Bachelor's degree and seven to ten years of experience.

5015 Claims Manager Responsible for hiring, training and day-to-day supervision of claims staff. Provides guidance to subordinate staff in the case of complex cases. Typically has a Bachelor's degree and five or more years of experience.

5016 Claims Supervisor Provides guidance to and reviews the work of claims staff. May review and process relatively complex claims. Works under general direction, usually reporting to a Claims Manager. Participates in training claims adjusters and examiners.

5017 Claims Adjuster Specialist Works under only limited supervision to analyze claims, determining type and scope. Administers field examinations to determine loss or damage. Responsible for settlement of claims. Investigates claims suspected to be fraudulent. Advises and trains more junior adjusters. Typically has an Associate's degree and six or more years of experience.

5018 Claims Adjuster, Senior Level Analyzes complex claims under general supervision determining type and scope. Administers field examinations to determine loss or damage. Makes recommendations with respect to settlement of claims. Investigates claims suspected to be fraudulent. Typically has an Associate's degree and four to six years of experience.

5019 Claims Adjuster, Intermediate Level

Analyzes somewhat complex claims under general supervision, determining type and scope. Administers field examinations to determine loss or damage. Makes recommendations with respect to settlement of claims. Investigates claims suspected to be fraudulent. Typically has an Associate's degree and two to four years of experience.

5020 Claims Adjuster, Associate Level Analyzes less complex claims under direct supervision, determining type and scope. Administers field examinations to determine loss or damage. Makes recommendations with respect to settlement of claims. Investigates claims suspected to be fraudulent. Typically has an Associate's degree and up to two years of experience.

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8. Job Titles and Descriptions (continued)

Gallagher 2015 California Total Compensation Survey Page 44 Copyright © 2015 by Arthur J. Gallagher & Co.

Job Code Job Title General Job Description INSURANCE GROUP, continued 5021 Claims Examiner Specialist Works under only limited supervision to determine the settlement of claims. Has significant discretion to approve or deny

payments. Advises and trains more junior examiners. Typically has an Associate's degree and six or more years of experience. 5022 Claims Examiner, Senior Level Determines claim settlements for complex cases under general supervision, researching and examining coverage details. Has

significant discretion to approve or deny payments. Participates in the training of more junior examiners. Typically has Associate's Degree and four or more years of experience.

5023 Claims Examiner, Intermediate Level

Determines claim settlements for somewhat complex cases under general supervision, researching and examining coverage details. Often has some discretion to approve or deny payments. Typically has Associate's Degree and two to four years of experience.

5024 Claims Examiner, Associate Level

Determines claim settlements for less complex cases under direct supervision, researching and examining coverage details. May have some discretion to approve or deny payments. Typically has Associate's Degree and up to two years of experience.

5025 Loss Prevention and Control Manager

Responsible for company’s loss prevention and control operations, including management and development of staff. Works with underwriting and other departments, makes policy recommendations to accomplish company’s business objectives. Typically has a Bachelor's degree and more than six years of experience.

5026 Loss Prevention and Control Representative, Senior Level

Promotes accident and injury prevention by determining potential hazards among insured accounts with the highest level of complexity and risk exposure. Documents any hazards found and develops recommendations for hazard mitigation. Administers safety awareness training. Provides guidance and training to more junior Loss Prevention and Control employees. Ensures compliance with all government safety regulations. Typically has a Bachelor's degree and four to six years of experience.

5027 Loss Prevention and Control Representative, Intermediate Level

Promotes accident and injury prevention by determining potential hazards among insured accounts with a moderate level of complexity and risk exposure. Documents any hazards found and develops recommendations for hazard mitigation. Administers safety awareness training. Ensures compliance with all government safety regulations. Typically has a Bachelor's degree and two to four years of experience.

5028 Loss Prevention and Control Representative, Associate Level

Promotes accident and injury prevention by determining potential hazards among insured accounts with a routine level of complexity and risk exposure. Documents any hazards found and develops recommendations for hazard mitigation. Assists in administering safety awareness training. Ensures compliance with all government safety regulations. Typically has an Associate's degree and up to two years of experience.

5029 Policy Processing Clerk Processes insurance policy applications, modifies or cancels existing policies. Reviews applications to ensure accuracy and completeness. Records any reported claims. Works under direct supervision. Typically has a high school education or equivalent and up to two years of experience.

5030 Risk Management Director Responsible for directing the company’s risk management functions in support of its business goals. Performs highly complex business analysis and modeling tasks. Hires, trains and oversees the work of Risk Management Analysts.

5031 Risk Management Analyst Performs moderately complex business analysis and modeling tasks, providing analytical data in support of company’s business goals. Works under general supervision to determine premiums, ensure the accuracy of adjustments, and recommend strategies with respect to insurance product development. Typically requires a Bachelor's degree but a Master's degree may be preferred.

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8. Job Titles and Descriptions (continued)

Gallagher 2015 California Total Compensation Survey Page 45 Copyright © 2015 by Arthur J. Gallagher & Co.

Job Code Job Title General Job Description MANUFACTURING GROUP 6001 Plant Manager Directs and coordinates overall plant operations in a cost-effective manner. Implements strategies to achieve plant objectives

through subordinate managers. Manages the activities of production, quality control, engineering, & cost accounting. Often supervises production manager(s). Typically has a BA & at least 10 years of experience.

6002 Production Manager Directs and coordinates assigned production area (s). Responsible for the production aspects involved in manufacturing process. May manage functional areas such as assembly operation, machining operations, treating operations and/or packaging. Typically supervises production supervisor (s). Typically has a BA & at least 7 years of experience.

6003 Production Supervisor Responsible for supervising employees involved in assigned production area (s). Reviews production schedules and coordinates manpower and materials necessary in the production process. Involved in the hiring process and is responsible for performance reviews. Typically supervises production worker job family. Typically requires a high school diploma & at least 5 years of experience.

6004 Production Worker, Lead Under the direction of production supervisor and/or manager, assists in the coordination of assigned production area (s). Spends approximately fifty percent of the time performing production tasks. May have authority to adjust work schedules and repair equipment. Typically has a high school diploma & at least 3 years of experience.

6005 Production Worker, Senior Under the general direction of production supervisor and/or lead, performs more complex production tasks. May operate complex and technologically advanced machinery. Typically has high school diploma & 1-2 years of experience.

6006 Production Worker Under the general direction of production supervisor and/or lead, performs routine production tasks. Requires high school diploma. No production experience is required

6007 Safety Manager Responsible for the facility's safety and environmental health programs. Develops policies and procedures to ensure with all government regulations. and company standards. Oversees employee safety training. Assesses potential hazards and develops mitigation strategies. Investigates accidents and develops policies to prevent recurrence. Administers regular audits of facility and its operations.

REAL ESTATE/CONSTRUCTION GROUP7001 Director of Property Management Responsible for the overall management of the organization’s residential and/or commercial property management operations.

Develops property management-related budgets and ensures that they are met. Oversees management of staff, including those at any regional offices. Develops budgets and company policies, ensures that they are implemented. May be involved with development of third party business. Typically has a BA and at least 10 years of experience in increasing responsible property management positions.

7002 Director of Construction Responsible for overall management of the organization’s construction operations. Develops strategic plan for construction projects, oversees all aspects of the construction process. Ensures that construction standards, time frames and budgets are met. Oversees management of construction staff. Typically has a BA and at least 10 years of experience in increasing responsible construction positions.

7003 Director of Real Estate Development

Responsible for overall management of the organization’s real estate development operations. Identifies, assesses and negotiates real estate development opportunities. Develops and implements department policies and strategies. Oversees management of real estate development staff. Typically has a BA and at least 10 years of experience in increasing responsible real estate development positions.

7004 Director of Acquisitions Responsible for overall management of the organization’s real estate acquisitions/dispositions operations. Develops and implements investment strategies and policies. Oversees management of acquisitions staff. Typically has a BA and at least 10 years of experience in increasing responsible acquisitions positions.

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8. Job Titles and Descriptions (continued)

Gallagher 2015 California Total Compensation Survey Page 46 Copyright © 2015 by Arthur J. Gallagher & Co.

Job Code Job Title General Job Description REAL ESTATE/CONSTRUCTION GROUP, continued 7005 Director of Asset Management Responsible for overall management of the organization’s asset management operations. Develops and implements strategies

and policies with respect to the organization’s asset portfolio in order to maximize the value of such assets. Develops and implements organization’s asset management strategy which includes income/expense forecasting, risk/return analysis, leasing plans and the development of capital budgets. Typically has a BA and at least 10 years of experience in increasing responsible asset management positions.

7006 Director of Leasing Operations Responsible for overall management of the organization’s leasing operations. Formulates leasing policies and strategies as well as marketing efforts. Oversees management of leasing staff and any outside brokers. Often holds a broker license. Typically has a BA and at least 10 years of experience in increasing responsible leasing operations positions.

7007 Regional Property Manager Directs the organization’s property management activities within a geographic region. Generally works closely with asset management, finance and leasing operation staff. Regularly interacts with tenants. Participates in development of new business within the region. Supports communications efforts with investors and/or owners. Typically has at least 5 - 10 years of property management experience.

7008 Senior Property Manager Directs the day-to-day property management activities for either one large real estate asset or a group of smaller real estate assets. Supervises lower-level property management staff and contract service providers. Participates in budget development and tracking, policy formulating and implementation, quality assurance, and property-related communications activities. Has regular, personal contact with tenants.

7009 Property Manager Directs the day-to-day property management activities for one or more properties, depending on their size and type. Responsible for leasing activities, maintenance, budgets, collections, tenant relations and tenant improvement efforts. May supervise lower-level property management staff and contract service providers. Has regular, personal contact with tenants, responding to tenants’ questions and problems.

7010 Assistant Property Manager Reporting to a Property Manager or Senior Property Manager, supports and assists with all aspects of property management operations.

7011 Construction Manager Directs the organization’s construction activities for one or more projects. Responsible for development and monitoring of budgeting, scheduling and compliance issues. May be involved with design. Works with subcontractors and vendors as required. Typically has at least 5 years of experience in construction management.

7012 Construction Superintendent Oversees the activities of a construction project on a day-to-day basis on-site. Ensures that design plans, budget and schedule are met. Coordinates work of subcontractors as required. Typically has at least 3 - 5 years of experience in construction management.

7013 Construction Worker Performs any of a wide range of tasks during various phases of the construction process. May prepare building sites and other work zones, operate heavy equipment, erect and dismantle scaffolding, dig trenches, install pipes and cables. Works with skilled craftsmen such as carpenters, masons and plasterers. Installs building systems, complies with all building codes and regulations.

7014 Regional Real Estate Development Director

Responsible for management of the organization’s real estate development operations within a defined geographic area. Identifies, assesses and negotiates real estate development opportunities. Oversees management of real estate development staff. Typically has a BA and at least 5 - 10 years of experience in increasing responsible real estate development positions.

7015 Real Estate Development Professional, Senior Level

Oversees the day-to-day activities of a one or more specific development projects, often relatively complex in nature. Coordinates the work of consultants, interacts with local government agencies and community groups. Supervises the work of real estate development professionals. May be responsible for monitoring the project budget and time line.

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8. Job Titles and Descriptions (continued)

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Job Code Job Title General Job Description REAL ESTATE/CONSTRUCTION GROUP, continued 7016 Real Estate Development

Professional, Intermediate Level Oversees the day-to-day activities of a specific development project, generally smaller in scope and less complex than those overseen by a Senior-Level Development Professional. Coordinates the work of consultants, interacts with local government agencies and community groups. Supervises the work of real estate development professionals. May be responsible for monitoring the project budget and time line.

7017 Real Estate Development Professional, Junior Level

Assists more senior development staff in various aspects of the real estate development process. May have overall responsibility for a relatively small project. Prepares reports and provides analysis with respect to finances, negotiations, legal regulations, community relations and other issues.

7018 Acquisitions Professional Performs financial analysis related to acquisitions, dispositions, and portfolio performance assessment. Develops strategies and policies for company’s acquisitions and dispositions activities. May participate in analysis and reporting for real estate development projects.

7019 Acquisitions Associate Supports the company’s acquisitions and dispositions activities by performing financial analysis and modeling, researching regulations and zoning issues, preparing documentation, interacting with third-party entities such as planners and architects.

7020 Asset Manager, Senior Level Formulates and implements the investment policy for a group of assets with the objective of increasing asset value over time. Responsible for decisions with respect to finances/budgets, sales, activities, leasing, risk management, and communications with investors.

7021 Asset Manager Responsible for a smaller group of assets than Asset Manager, Senior Level, or serves a supporting role working with more senior asset management professionals. Participates in decisions with respect to finances/budgets, sales, activities, leasing, risk management, and communications with investors.

7022 Leasing Manager Responsible for the leasing operations for a region or a group of properties. Negotiates and closes leasing agreements to support company’s goals. May supervise more junior-level leasing staff.

7023 Leasing Agent Performs various leasing-related tasks under the supervision of a Leasing Manager or Leasing Executive. Identifies potential leasing deals and may have responsibility for closing relatively small deals. Qualifies tenants, prepares documents, conducts tours, maintains records, participates in marketing efforts.

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9. Worksheet for Entering Pay Data

Gallagher 2015 California Total Compensation Survey Page 48 Copyright © 2015 by Arthur J. Gallagher & Co.

Gallagher 2015 California Total Compensation Survey

Organization Green Acres

Report INDIVIDUAL INCUMBENT Data

Jobcode Annual

Base Salary

Performance Bonus

Eligible? Y or N

Performance Bonus

Target % of Salary

Performance Bonus

Amount $ Commission

Amount $

Holiday Bonus

Amount $

Profit Sharing

Amount $ Union? Y or N

Formal Range Min

Formal Range Max

Zip Code

SAMPLE LINE 1001 $76,500 Y $5,000.00 $1,000 $2,000 N $70,000 $90,000 02109

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10. Feedback

Gallagher 2015 California Total Compensation Survey Page 49 Copyright © 2015 by Arthur J. Gallagher & Co.

Survey Feedback Jobs that I would like to have added to survey:

________________________________________________ ________________________________________________ ________________________________________________

________________________________________________

I would like to participate in a post-survey feedback meeting. Yes _____ No _____ Any other suggestions to make the survey more valuable: Survey Contact: Rita Haronian at 925-298-9234 or [email protected].