Supervisor of Insurance Financial Examination

1 week ago


Helena, Montana, United States State of Montana Full time

Overview of the Role

The State of Montana's Commissioner of Securities and Insurance (CSI) plays a pivotal role in overseeing the insurance sector, ensuring compliance with state regulations. The position of Insurance Financial Examiner Supervisor is a key leadership role, responsible for directing a team in the thorough examination and assessment of insurance and financial service entities to confirm adherence to established practices and legal standards.

Vision and Mission

Our vision is to protect consumers in Montana by effectively regulating the insurance and securities industries, investigating fraudulent activities, and holding offenders accountable. Our mission encompasses:

  • Educating consumers and industry stakeholders through outreach initiatives.
  • Delivering responsive and impactful customer service.
  • Supporting innovation within Montana's business landscape by eliminating unnecessary regulatory barriers.
  • Stewarding State Trust Lands to benefit public education in the long term.

Key Responsibilities

The successful candidate will oversee essential functions, including:

  • Evaluating the financial health of insurance companies to ensure solvency and compliance with Montana's legal framework.
  • Conducting financial examinations and analyses, assessing various operational aspects such as internal controls, risk management, and corporate governance.
  • Supervising the licensure review process for insurers and service providers.
  • Mentoring team members and managing performance through constructive feedback and professional development.
  • Reviewing proposed legislation and its implications for the Examinations Bureau's responsibilities.
  • Participating in the enhancement of examination documentation and reporting systems.
  • Overseeing internal audits within the CSI.
  • Completing special projects as assigned by leadership.

Qualifications

Candidates should possess:

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

Desired Skills

The ideal candidate will demonstrate strong capabilities in:

  • Effective written and verbal communication.
  • Analytical and critical thinking.
  • Mentorship and team leadership.
  • Technical proficiency and adaptability.
  • Strategic prioritization and business insight.
  • Interpersonal effectiveness.

Benefits

The State of Montana offers a competitive compensation package that includes:

  • Work/life balance initiatives.
  • Comprehensive medical, dental, and vision insurance.
  • Retirement savings plans.
  • Generous paid time off, including vacation and holidays.
  • Flexible spending accounts.
  • Access to an Employee Assistance Program.
  • Potential eligibility for student loan forgiveness under the Public Service Loan Forgiveness program.

Application Process

Interested candidates must submit the following materials:

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

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

The State of Montana is an Equal Opportunity Employer, committed to fostering a diverse and inclusive workplace.



  • 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. ...


  • Helena, Montana, United States State of Montana Full time

    Position Overview The State of Montana is seeking a dedicated professional to oversee the regulation of insurance entities within the state. This role involves a blend of supervisory, administrative, and analytical responsibilities aimed at ensuring compliance with Montana's insurance laws and regulations. Key Responsibilities The successful...


  • Helena, Montana, United States State of Montana Full time

    About the PositionThis role is an integral part of the Banking and Financial Institutions Division's examination team, evaluating financial institutions for safety and soundness on behalf of the State of Montana.As an examiner, you will be responsible for gathering and analyzing financial institution data to:Assess their financial and operational...


  • Helena, Montana, United States State of Montana Full time

    Overview of the Role The State of Montana is seeking a dedicated professional to join our team as a Securities Financial Examiner. This position plays a crucial role in ensuring the integrity of the financial markets by safeguarding consumers and investors from fraudulent activities within the securities industry. About the Agency The Montana...


  • Helena, Montana, United States State of Montana Full time

    Overview of the Role The State of Montana is dedicated to safeguarding its citizens from fraudulent activities by overseeing two of the most significant sectors - securities and insurance. Our commitment is to cultivate a robust marketplace in Montana through education, sensible regulation, and fair enforcement of laws, ensuring swift accountability for...


  • Helena, Montana, United States State of Montana Full time

    Overview of the Role The State of Montana is dedicated to safeguarding its citizens from fraudulent activities by overseeing two significant sectors - securities and insurance. Our commitment is to cultivate a robust marketplace in Montana through education, sensible regulation, and fair enforcement of laws, ensuring accountability for those who commit fraud...


  • Helena, Montana, United States State of Montana Full time

    Career Opportunity with the State of Montana The State of Montana is seeking a dedicated professional to fill the role of an Accountant within the Business & Financial Services Division. This position is pivotal in ensuring accurate financial management and reporting. Key Responsibilities Conduct Financial Analysis and Accounting by examining...

  • Financial Accountant

    2 weeks ago


    Helena, Montana, United States State of Montana Full time

    Career Opportunity with the State of Montana The State of Montana is seeking a dedicated professional to fill the role of an Accountant within the Business & Financial Services Division. This position is pivotal in ensuring accurate financial management and reporting. Key Responsibilities Conduct thorough Financial Analysis and Accounting by...


  • Helena, Montana, United States State of Montana Full time

    Position Overview: This role is situated within the Alcoholic Beverage Control Division, which is dedicated to the effective and efficient management of the Montana alcoholic beverage regulations. The division prioritizes customer service and public safety by implementing consistent and equitable regulations, ensuring a systematic approach to the...


  • Helena, Montana, United States State of Montana Full time

    Agency Overview The State of Montana is dedicated to safeguarding its citizens from fraudulent activities by overseeing two of the most significant sectors - securities and insurance. Our goal is to cultivate a prosperous marketplace in Montana through education, sensible regulation, and fair enforcement of laws, ensuring swift accountability for wrongdoers...


  • Helena, Montana, United States State of Montana Full time

    State of Montana - Financial Operations ManagerLocation: Helena, MontanaSpecial Information: The identities of applicants who become finalists may be disclosed to the public if deemed necessary by the Department. Employees who exceed 1,040 hours in a calendar year are eligible for health, dental, and life insurance benefits. Additional perks include...


  • Helena, Montana, United States State of Montana Full time

    Overview of the Agency The State of Montana is dedicated to safeguarding its citizens from fraudulent activities by overseeing two significant sectors - securities and insurance. Our goal is to cultivate a robust marketplace in Montana through education, sensible regulation, and fair enforcement of laws, ensuring accountability for wrongdoers and justice for...

  • Financial Auditor

    8 hours ago


    Helena, Montana, United States State of Montana Full time

    About the RoleThe State of Montana's Fiscal Division is seeking a highly skilled Financial Monitor to join our team. As a Financial Monitor, you will play a critical role in ensuring the Division and its contracted sub-recipients are in compliance with state and federal financial requirements.Key ResponsibilitiesPerform compliance, financial, and other types...


  • Helena, Montana, United States State of Montana Full time

    Overview of the Position The State of Montana is seeking a dedicated individual to fill the role of an Accountant within the Business & Financial Services Division. This role is pivotal in ensuring accurate financial oversight and reporting. Key Responsibilities Conduct Financial Analysis and Accounting by scrutinizing various reports and queries...

  • Financial Analyst II

    2 weeks ago


    Helena, Montana, United States State of Montana Full time

    The State of Montana is seeking to fill the role of a Financial Analyst. This position plays a crucial role in the financial management of the Construction Program, which encompasses budgeting for multiple districts and the Highways & Engineering Division. Responsibilities include assisting in the formulation, proposal, and administration of both division...


  • Helena, Montana, United States State of Montana Full time

    The State of Montana is seeking a dedicated professional for a role within the Child Support Services Division (CSSD). This position is responsible for ensuring that the division's financial obligations are processed accurately and efficiently. The role involves reviewing financial transactions for any discrepancies and conducting thorough investigations...


  • Helena, Montana, United States State of Montana Full time

    Position Overview The State of Montana is seeking a dedicated professional to join our team as a Financial Compliance Examiner within the Securities Division. This role is crucial in ensuring that consumers and investors in Montana have equitable access to financial services and securities. About Us Our agency is committed to protecting the...


  • Helena, Montana, United States State of Montana Full time

    Financial Operations SpecialistThe State of Montana is seeking a dedicated individual for a pivotal role within the financial management sector. This position plays a crucial role in supporting the Construction program, with a primary emphasis on the Materials Bureau and the Pavement and Geotechnical Bureau. The selected candidate will work collaboratively...


  • Helena, Montana, United States State of Montana Full time

    Position OverviewThe State of Montana is seeking a dedicated Accounting Technician to join our team. This role is essential in supporting the Construction program, with a particular emphasis on the Materials Bureau and Pavement and Geotechnical Bureau.Key ResponsibilitiesAssist in financial operations related to construction projects.Collaborate with various...


  • Helena, Montana, United States State of Montana Full time

    Position Overview: The State of Montana is seeking a dedicated professional to join the Board of Investments (BOI) as an Investment Accounting Specialist. This role is essential in ensuring the effective management of state and local government funds through meticulous accounting practices. Key Responsibilities: Efficiently process, record, and document...