Job Description/Duties and Responsibilities/Requirements
Position: Financial Services Associate
Location: Remote (Central/Eastern Time Zone Preferred)
Company: INS Regulatory Insurance Services, Inc. / Regulatory Consultants
Key Responsibilities
- Process invoices monthly or per client requirements.
- Strictly adhere to state-specific invoicing and withholding guidelines.
- Monitor budgets for all active examinations.
- Report to supervisors on budgetary status for examinations that you invoice.
- Attend biweekly staff meetings and planning sessions as necessary.
- Maintain databases with precise client and examiner details.
- Provide excellent client support, encompassing invoice dissemination and resolution of any disputes.
- Maintain consistent, professional communication with supervisors, examiners, and all clients, ensuring timely and effective responses to all inquiries.
- Meet deadlines on all tasks.
- Assist management with accounts receivable by providing necessary follow-up information, verifying accounting details, and completing other tasks as requested.
Project Management
- Update our time and expense software, SpringAhead, with necessary information at the start and end of each examination and with any changes in examination details or staffing.
- Maintain examination log for INS Regulatory Insurance Services, Inc.; this includes tracking active examinations, sending reminders, and reporting on updates biweekly.
Other Financial Responsibilities
- Track and record intercompany receivables.
- Complete vendor forms and provide banking information to clients and vendors as needed.
- Other tasks as requested.
Qualifications
- Proficient in Outlook 365, Microsoft Teams, Office 365 (Excel, PowerPoint, Word), and Adobe PDF writer, and other software/programming skills
- Excellent organizational skills required; need to request and obtain timely information from INS management
- Stellar written and verbal communication skills
- Highly meticulous
- Extremely responsive
- Outstanding organizational skills
- Self-motivated and detailed oriented with the ability to multi-task and meet tight deadlines while working independently and as part of a team
- Strong presentation and interpersonal skills
- Minimum of two years in a finance-related role (preferred, but not required)
- Exceptional written and verbal communication skills
- Highly detail oriented
- Extremely responsive
- Professional
Technical Skills Preferred
- SpringAhead
- QuickBooks
- Outlook 365
- Microsoft Teams
- Office 365
- Adobe
Training will be provided as needed.
Benefits
- Comprehensive health, dental, and life insurance, including accidental death & dismemberment coverage
- Wellness benefits
- Generous paid holiday and leave policies, including parental leave
- Paid sick leave
- 408P (401K equivalent)
About The INS Companies
INS Regulatory Insurance Services, Inc., INS Services, Inc., and INS Consultants, Inc. (collectively The INS Companies) are a group of regulatory consulting firms, consisting of a large, highly qualified, and mobile national network of over 200 regulatory professionals, who have been exclusively assisting insurance regulators throughout the United States and its territories, dedicated to assisting regulators exclusively since 1987. The INS Companies provide assistance and consultation to regulators in virtually all areas of regulation. We have earned a national reputation for excellence in both client responsiveness and work product. The INS Companies are well known, well established, and well respected within the regulatory and industry communities. The firm is also an active participant in the NAIC, SOFE, and IRES. The INS Companies, immersed in tradition and excellence, team with regulators for long-term client success.
The INS Companies take immense pride in our work. Our professionals possess all the requisite background and experience necessary to provide outstanding service to our regulatory clients. Our team is comprised of individuals possessing a vast array of professional designations, including but not limited to AFE, CFE, CPA, CIA, ACI, FLMI, AIE, CIE, MCM, AMCM, HIA, AES, CISA, CISSP, CISM, ARe, ACAS, FCAS, ASA, FSA, and MAAA. We have also developed strategic partnerships with subject matter experts in the areas of complex reinvestments and healthcare.
The INS Companies has long and varied roots in state insurance regulation and has working relationships with forty-nine state insurance departments and several US territories. The INS Companies was founded by two former insurance regulators and best friends, Alan Shaw and the late George Piccoli, Sr. The INS Companies has evolved from a two-person small business into a large nation-wide network of insurance specialists serving state regulatory clients both domestically and internationally.
The network of INS insurance specialists has examiners and analysts based all over the United States, from Alaska to Florida.
