Insurance Financial Examiner Supervisor

4 weeks ago

Helena, United States State of Montana Full time
Insurance Financial Examiner Supervisor-(24142165)

CSI Overview

We are entrusted with protecting all Montanans from bad actors by regulating two of the state’s largest industries—securities and insurance. We strive to foster a thriving Montana industry marketplace through education, common-sense regulation, and equitable enforcement of the law with swift accountability for fraudsters and justice for their victims. We are primarily a criminal justice agency. 

Our Vision

At the CSI, our vision is to safeguard Montana consumers by regulating the insurance and securities industries, investigating fraud, and prosecuting criminals.

Our Mission

Our Mission consists of the following:

Informing consumers and industry through education and outreach. Providing responsive and meaningful customer service. Supporting Montana business by promoting industry innovation and removing unnecessary regulatory roadblocks and red tape. Managing State Trust Lands with long-term goals of stewardship for the ongoing benefit of public education.

About this Opportunity

Job Overview

The Montana State Auditor, Commissioner of Securities and Insurance (CSI) is responsible for the regulation of insurance companies under Title 33, Montana Code Annotated. The Insurance Financial Examiner/Analyst Supervisor position is a supervisory level position, accountable for professional, administrative, and supervisory work. The incumbent directs teams in identifying, examining, and evaluating insurance and financial service companies to verify acceptable practices and ensure operations are compliant with state laws and regulations. Employees at this level oversee company analyses and examinations, company licensing, the administration of taxes and fees, and other activities of the assigned unit(s). 

In addition to supervising staff, this employee is expected to train and mentor employees, plan and assign work, and assess performance. Employees in supervisory roles are required to have the knowledge, skills, and certifications necessary to perform and review the work overseen. The incumbent must be willing to attend out-of-state National Association of Insurance Commissioners (NAIC) meetings and other industry events or training. Representing the Examinations Bureau Chief at such events may be required, periodically. 

Why Work with Us?

All of our positions with the agency are located in Helena, Montana. Montana is an all-around great place We are centrally located in the heart of Helena and within walking distance of . With countless outdoor opportunities, great schools, and a small-town atmosphere, Helena is an excellent . You can also learn more about moving to and living in Helena, Montana . We are an Equal Opportunity Employer. Our success derives from having effective working relationships, built on mutual trust and respect for each other’s skills and abilities. We will challenge you to be the best you can be in both your individual competencies and as a team-player. We have created an environment for success and will work hard to provide opportunities for you to progress in your career with mentorship, education, training, and certifications.

Your service is rewarded with competitive compensation and generous benefits.

Work/life balance Medical, dental, and vision coverage Retirement plans Generous paid vacation, sick leave, and holidays Pre-tax flexibile spending accounts A vibrant Employee Assistance Program State of Montana employment may qualify you to receive student loan forgiveness under the Public Service Loan Forgiveness program. Click to learn more and understand whether or not you may qualify.

Additional benefit package information is available .

The successful candidate will be responsible for the following essential functions in addition to supervising team members who are actively performing these and other similar tasks:

·Performing the evaluation of the financial position of insurance companies, to verify solvency and ensure that operations are compliant with Montana laws and regulations, for all insurance companies, including high priority, large, and/or financially troubled companies.

·Executing financial examinations and analyses, which includes the assessment of financial strength, internal control environments, enterprise risk management structures, quality of corporate governance, claims practices, pricing and underwriting practices, and the preparation of exam reports and defense of findings, to NAIC standards. 

·Supervising the review process for applications of insurers or service providers seeking licensure in Montana.

·Mentoring and providing constructive feedback to employees and performing other management functions such as hiring, performance management, discipline, work distribution, and employee development.

·Reviewing potential legislation or policies and assessing their impact on the duties of the Examinations Bureau.

·Participating in the customization of examination documentation software and premium tax reporting and internal accounting programs.

·Overseeing the internal audit of the CSI.

·Completing special projects as assigned by the Examinations Bureau Chief. 

Minimum Educational and Experience Requirements: 

Bachelor’s degree in a relevant field of study. Seven (7) years of job-related experience.  Certified Financial Examiner certification (CFE) from the Society of Financial Examiners or a Certified Public Accountant’s license (CPA). 

Alternative combinations of education and experience may be considered.

Competencies: 

The successful candidate should possess the following skills:

Written and oral communication Critical/analytical thinking Mentoring Technical learning Priority setting Business acumen Interpersonal savvy

How to apply?

Please submit  ALL  of the following items with your application materials prior to the closing date/time of this vacancy announcement:

Your application will NOT be considered without these required items.

Cover Letter Resume Minimum of Two Professional References

Important Tip: When uploading and submitting your application materials, please make sure to mark your attachments as "relevant" or we will be unable to view your documents.

All application materials are subject to review and verification. CSI will invite a limited number of applicants to a minimum of one structured interview. The interview may include a performance test. Those selected are subject to successful reference, background, and fingerprint checks.

The successful applicant will be subject to a criminal history background check.

Only electronic materials will be accepted. If you need assistance or an accommodation, please contact Human Resources. Materials submitted but not requested will not be considered in the selection process. 

Applicants claiming employment preference are required to provide proper documentation, i.e. Vet Preference (DD214), Disabled Vet document from U.S. Veterans Administration certifying service-connected disability or purple heart medal, disabled (DPHHS Disability Certification), by the closing date. The State of Montana Careers system will generate an email with instructions on how to submit preference documents.

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