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Supervisor of Insurance Financial Examination

2 months ago

Helena, Montana, United States State of Montana Full time

Overview of the Role

The State of Montana is dedicated to ensuring the protection of its citizens by overseeing the insurance and securities sectors. Our mission is to cultivate a robust marketplace through education, sensible regulation, and fair enforcement of laws, holding accountable those who commit fraud and delivering justice to their victims.

Vision Statement

Our vision is to protect consumers in Montana by regulating the insurance and securities industries, investigating fraudulent activities, and prosecuting offenders.

Mission Objectives

Our mission encompasses the following goals:

  • Educating consumers and industry stakeholders through outreach initiatives.
  • Delivering responsive and effective customer service.
  • Supporting local businesses by encouraging innovation and eliminating unnecessary regulatory barriers.
  • Managing State Trust Lands with a focus on long-term stewardship for public education benefits.

Position Summary

The Insurance Financial Examiner/Analyst Supervisor is a key supervisory role within the Montana State Auditor's office, responsible for the regulation of insurance companies as outlined in Title 33 of the Montana Code Annotated. This position entails overseeing professional, administrative, and supervisory functions. The incumbent will lead teams in assessing, examining, and evaluating insurance and financial service providers to ensure compliance with state regulations and acceptable practices.

In addition to staff supervision, the role includes training and mentoring team members, planning and assigning tasks, and evaluating performance. Supervisors are expected to possess the necessary knowledge, skills, and certifications to effectively manage and review the work of their teams. Attendance at out-of-state meetings and industry events may be required, including representation of the Examinations Bureau Chief.

Benefits of Employment

All positions are based in Helena, Montana, a location known for its outdoor activities, excellent educational institutions, and a welcoming community atmosphere. The State of Montana values effective working relationships built on trust and respect for diverse skills and abilities. We aim to foster an environment that encourages personal and professional growth through mentorship, education, training, and certification opportunities.

Compensation includes competitive pay and a comprehensive benefits package, which features:

  • Work/life balance
  • Medical, dental, and vision insurance
  • Retirement savings plans
  • Generous paid time off, including vacation and sick leave
  • Flexible spending accounts
  • An Employee Assistance Program
  • Potential eligibility for student loan forgiveness under the Public Service Loan Forgiveness program.

Key Responsibilities

The successful candidate will be responsible for the following essential functions:

  • Evaluating the financial stability of insurance companies to ensure compliance with Montana laws and regulations.
  • Conducting financial examinations and analyses, assessing financial strength, internal controls, risk management, governance, claims practices, and underwriting procedures.
  • Supervising the licensure review process for insurers and service providers.
  • Mentoring staff and providing constructive feedback while managing hiring, performance evaluations, and employee development.
  • Reviewing proposed legislation and policies to assess their impact on the Examinations Bureau's responsibilities.
  • Participating in the customization of examination documentation and tax reporting software.
  • Overseeing internal audits of the agency.
  • Completing special projects as assigned by the Examinations Bureau Chief.

Qualifications

Candidates must meet the following educational and experience requirements:

  • A bachelor's degree in a relevant field.
  • A minimum of seven years of related experience.
  • Certification as a Certified Financial Examiner (CFE) or a Certified Public Accountant (CPA).

Required Competencies

The ideal candidate will demonstrate the following skills:

  • Strong written and verbal communication abilities
  • Critical and analytical thinking skills
  • Effective mentoring capabilities
  • Technical proficiency
  • Ability to prioritize tasks
  • Business acumen
  • Interpersonal skills

Application Process

Interested candidates must submit the following materials with their application:

  • A cover letter
  • A resume
  • At least two professional references

All application materials will be reviewed and verified. Selected candidates may be invited for a structured interview, which could include a performance assessment. Background checks will be conducted for successful applicants.

Only electronic submissions will be accepted. If assistance is needed, please contact Human Resources.

The State of Montana is an Equal Opportunity Employer.