Careers
The INS Companies Want You to Join Our Team!

Financial Services Associate Position

Inquiries should be sent to:

HJan Fletcher  
Senior Accounting Operations Manager
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Madison Fellows
Operations Project Manager
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Job Description/Duties and Responsibilities/Requirements

Position: Financial Services Associate

Location: Remote (Central/Eastern Time Zone Preferred)

Company: INS Regulatory Insurance Services, Inc.

Position Overview

As a Financial Services Associate, you will play a crucial role in our finance department by managing payroll, billing responsibilities, and supporting various financial operations. This position requires meticulous attention to detail, exceptional communication skills, and the ability to work effectively within a team environment. You will be responsible for ensuring accurate and timely processing of invoices, adherence to regulatory guidelines, and providing outstanding client support. This is a full-time, fully remote position that offers an attractive work-life balance.

Payroll and Billing Responsibilities:

  • Process invoices monthly or per client requirements.
  • Strictly adhere to state-specific invoicing and withholding guidelines.
  • Review time and expense submissions for compliance with our policy.
  • Monitor budgets on examinations you invoice and report to supervisors on budgetary status.
  • Attend weekly staff meetings and planning sessions as necessary.
  • Maintain databases with precise client and examiner details.
  • Provide excellent client support, encompassing invoice dissemination, vendor form completion, and resolution of any disputes.
  • Maintain consistent, professional communication with supervisors and examiners, 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. 
  • Set up new hires with our time and expense software (SpringAhead).
  • Assist with the payroll processing for contractors. 

Additional Financial Duties:

  • Serve as a backup for Senior Accounting Operations Manager.
  • Assist with additional financial requests as needed.  

Candidate Qualifications:

  • Bachelor’s degree
  • Minimum of two years in a finance-related role (preferred)
  • Exceptional written and verbal communication skills
  • Highly meticulous
  • 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
  • Generous paid holiday and leave policies
  • Paid sick leave
  • 401K

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 150 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 great 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 specialist has examiners based all over the United States, from Alaska to Florida.

Mission Statement 

The INS Companies’ mission has always been to provide superior professionals to produce the highest quality deliverables in all areas of insurance regulation for our regulatory clients.

Values

Our core values center on the highest standards of excellence and integrity. Simply put “we do the right thing” by our clients and internal teams. We believe that our ability to service clients is a privilege and we understand that this requires a continual, uncompromising commitment to service, quality, collaboration, and will win. These values guide how we work together as a team and with our clients. Most importantly, our values help us establish meaningful relationships with our clients that build trust while solving critical client issues.  

How to Apply

Qualified applicants should email a resume and cover letter to Jan Fletcher and Madison Fellows with the subject: “Full Name Market FSA Application”. The cover letter should detail how you meet the candidate requirements, why you believe you would be a good fit, and why you are interested in this position.

 


Jennifer Thelen, Life/Health Actuary
I have been at INS for a few years as a Life/Health actuary and could not ask for a better place to work. My responsibilities include but are not limited to evaluating the reasonableness of proposed premium rates, performing actuarial services for financial examinations, providing insurance department training, analyzing the impact of legislation, and assisting in any other special projects requested by our regulatory clients. Since joining INS, I have expanded my industry knowledge and gained a better understanding of the unique and rapidly changing challenges our regulatory partners face. Each project encourages me to continue learning and apply my actuarial skillset in creative ways to solve critical issues. Each project also gives me satisfaction as it helps ensure policyholders are adequately protected. The INS leadership team emphasizes high standards of excellence and integrity, empowers employees to continue professional advancement, promotes a creative work environment, and values its employees through competitive benefits and a strong work-life balance. I am proud to work for a company with strong core values.

Peggy Hermann, Life/Health Actuary
I joined the Life and Health Actuarial practice at INS in 2017. Since then, my primary responsibilities have been leading the actuarial involvement in financial examinations of life and health companies for numerous state insurance departments. I’ve found INS to be a place that values its employees’ professional and personal growth and encourages a level of work-life balance that is often not found at a consulting firm. I’ve been given the freedom to manage my projects as I feel as appropriate, but management and my co-workers are always available to provide support and advice when needed. The Life and Health actuaries meet online at least monthly and gather in person several times a year for professional development and social activities which helps maintain connections, as the office is fully remote. My move to INS over 6 years ago has had a positive impact on my career and personal life. I’ve had the opportunity to provide value to the financial examination teams and gain experience with different types of insurance products and projects. Even after 30 years in the insurance industry, I’m still growing as an actuary at INS.

Joseph Brennan, Life/Health Actuary
I am currently a Life/Health actuary at INS Consultants, Inc. (INS) and have worked at INS for over ten years. I enjoy working at the Company, primarily because of the importance of the work we do, the quality of our staff, and the flexibility provided by a full-time remote environment. We have a dedicated team of professionals, who support the critically important work of our regulatory partners at each insurance department, which INS serves. Although INS is a totally remote Company, we are in constant communication with our colleagues, as well as with our regulatory partners. This contributes to our open environment, where everyone contributes, and at the same time, everyone learns, and everyone grows. I have been employed as a Chief Actuary, Vice President, Managing Actuary, etc. at a number of top companies in the insurance industry, but I can safely state that INS ranks among the best companies where I have ever worked.