FINANCIAL MANAGER I - 43005135

Requisition No: 863792 

Agency: Office of Insurance Regulation

Working Title: FINANCIAL MANAGER I - 43005135

 Pay Plan: SES

Position Number: 43005135 

Salary:  $65,000.04 

Posting Closing Date: 11/07/2025 

Total Compensation Estimator Tool

*****OPEN COMPETITIVE EMPLOYMENT OPPORTUNITY *****

OFFICE OF INSURANCE REGULATION
BUREAU: LIFE AND HEALTH MARKET REGULATION

CITY: TALLAHASSEE 

COUNTY: LEON

The Florida Office of Insurance Regulation (OIR) strives to promote a stable and competitive insurance market for consumers. With a workforce of approximately 250, OIR regulates one of the largest and most complex insurance markets in the world. OIR offers a range of challenging and rewarding opportunities for individuals looking to grow in their careers and offers a wide variety of top insurance–related courses and professional certifications to ensure that its staff have the industry knowledge needed to succeed. OIR employees also have access to the State of Florida’s tuition waiver program, which offers educational assistance to full-time, salaried employees.

As a State Agency, OIR offers excellent benefits, including health, dental, and vision insurance; retirement plans; flexible spending accounts; health savings accounts; and more. OIR also offers annual and sick leave, a generous holiday schedule, and flexible work schedules.
Click the links below to see the many benefits and retirement options you have as a State of Florida employee:

https://www.mybenefits.myflorida.com/

https://www.myfrs.com/ContactUs.htm 

Brief Description of Duties and Responsibilities:

This is a highly responsible professional position with both technical and administrative responsibilities. The incumbent provides project management for multiple investigation or examination projects that support the Agency’s strategic plan, legislative requirements, and technology needs. The incumbent is responsible for planning and organizing projects to achieve outcomes aligned with the agency’s goals. The incumbent will conduct research, provide insurance analysis, and guidance to support project staff and ensure project teams, which may include contractors, follow agency procedures and documentation standards.

The primary duty of this position is to supervise and direct the work of two or more full-time analysts in Life and Health Market Regulation (LHMR). This position is responsible for assigning, monitoring, and reviewing the work of direct reports in accordance with the Office of Insurance Regulation performance procedures. As a supervisor, this position will provide feedback and make recommendations on personnel actions within the unit, including working directly with staff to ensure timely and sufficient reviews, monitoring, and statutory examinations of certain industry-related companies to support Agency oversight and the implementation of the Florida Insurance Codes. Ensure the review team adheres to Florida Insurance Code standards and delivers high-quality analysis. Provides mentorship to direct reports, using problem-solving skills to remove obstacles, resolve conflicts, and mitigate risks when possible, and escalates to management when appropriate. Manages and trains on examination procedures and techniques. This position spends most of its time supervising and /or managing a team, including providing annual performance expectations and evaluations, selecting qualified individuals to fill vacancies, reviewing and approving timesheets, taking appropriate corrective/disciplinary action, and providing regular feedback.  Communicates with, motivates, trains, and evaluates employees.  Plans and directs employees' work and must recommend actions such as to hire, transfer, suspend, lay off, recall, promote, discharge, assign, reward, or discipline subordinate employees.

• Responsible for the examination plan and management of contractors to ensure high-quality review, analysis, and implementation of the Florida Insurance Code. Design and develop examination plans for Agency oversight and assist with contractor procurement. Manage the project scope and implementation activities to deliver reports on time and within budget. Identifies and manages technical and non-technical issues and risks that could impact the project.
• Provide advanced research and analysis, or guide assigned insurance analysts, for assigned projects. This includes but is not limited to in-depth investigations and review of policy forms, rates, contracts, endorsements, claims forms and handling practices, underwriting practices, advertising, premium refunds, record management, and other insurance-related business practices.
• Conduct informal conferences with insurance companies on business practices, validate findings of statutory examinations, and recommend agency action. Report and communicate examination status with project team members, stakeholders, and Agency management.
• Collaborate with legal counsel to articulate the conceptual, logical, and technical aspects of the examination or investigation report.
• Manage multiple insurance regulatory-related projects that support the Agency’s business needs by conducting advanced technical research and market analysis relating to the insurance industry.
• Conduct market and data analysis on industry conduct and structure to assist the Agency with exams and investigations. Act as a resource for NOI and other reviews.
• Act as a market conduct manager upon earning IRES designation. Responsible for facilitating the examination between the contractor and insurer, managing project scope and budget, reviewing invoices, monitoring the exam, and escalating exam issues to management
• Responsible for record management of electronic files related to the examination or investigation.
• Perform other duties as required.

Minimum Qualifications for this position include the following: REQUIRED ENTRY LEVEL KNOWLEDGE, SKILLS, AND ABILITIES:

• Knowledge of basic principles of life and health insurance and risk management, general insurance practices of life and health insurers, or general legal practices in a regulatory environment;
• Knowledge of investigative techniques and practices;
• Knowledge of methods of compiling, organizing, and analyzing data;
• Skills in using the internet and World Wide Web for research purposes;
• Ability to use Microsoft Office programs with proficiency in Excel and Word;
• Ability to communicate effectively verbally and in writing;
• Ability to prepare detailed/specialized written reports;
• Ability to plan, organize, and coordinate multiple work activities;
• Ability to establish and maintain effective working relationships with others
• Ability to train employees;
• Ability to understand, interpret, and apply laws, rules, regulations, policies, and procedures

Qualified applicants will be required to take a work sample.
The annual salary for this position is $65,000.04.
Employees of the Office of Insurance Regulation are paid on a monthly pay cycle.
This is a non-remote on-site position located in Tallahassee, FL.

Responses to qualifying questions must be clearly supported by the state application, and any omission, falsification, or misrepresentation in the answering of the qualifying questions will be cause for immediate elimination from the selection process. If you are a retiree of the Florida Retirement System (FRS), please check with the FRS on how your current benefits will be affected if you are re-employed with the State of Florida. Your current retirement benefits may be canceled, suspended, or deemed ineligible depending upon the date of your retirement. Responses to qualifying questions must be clearly supported by the state application, and any omission, falsification, or misrepresentation in the answering of the qualifying questions will be cause for immediate elimination from the selection process.

Responses to qualifying questions must be clearly supported by the state application, and any omission, falsification, or misrepresentation in the answering of the qualifying questions will be cause for immediate elimination from the selection process.

If you are a retiree of the Florida Retirement System (FRS), please check with the FRS on how your current benefits will be affected if you are re-employed with the State of Florida. Your current retirement benefits may be canceled, suspended, or deemed ineligible depending upon the date of your retirement.

The State of Florida is an Equal Opportunity Employer/Affirmative Action Employer and does not tolerate discrimination or workplace violence.

Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must notify the agency hiring authority and/or People First Service Center (1-866-663-4735). Notification to the hiring authority must be made in advance to allow sufficient time to provide the accommodation.

The State of Florida supports a Drug-Free workplace. All employees are subject to reasonable suspicion drug testing in accordance with Section 112.0455, F.S., Drug-Free Workplace Act.

The State of Florida is an Equal Opportunity Employer/Affirmative Action Employer, and does not tolerate discrimination or violence in the workplace.

Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must notify the agency hiring authority and/or People First Service Center (1-866-663-4735). Notification to the hiring authority must be made in advance to allow sufficient time to provide the accommodation.

The State of Florida supports a Drug-Free workplace. All employees are subject to reasonable suspicion drug testing in accordance with Section 112.0455, F.S., Drug-Free Workplace Act.