INSURANCE EXAM IN-CHARGE-CPA - 04212026-76935
State of Tennessee, Nashville, TN, United States
Job Information
State of Tennessee Job Information
Opening Date/Time: 04/21/2026 12:00AM Central Time
Closing Date/Time: 05/04/2026 11:59PM Central Time
Salary (Monthly): $7,458.00 - $11,935.00
Salary (Annually): $89,496.00 - $143,220.00
Job Type: Full-Time
City, State Location: Nashville, TN
Department: Commerce and Insurance
Location of Position(s) to be Filled
Department of Commerce & Insurance, Davidson County.
This position is for the Insurance Division.
Qualifications
Education and Experience:
Current designation as a Certified Public Accountant (CPA) recognized by the Tennessee State Board of Accountancy and experience equivalent to four years of professional accounting.
Necessary Special Qualifications:
Current designation as a Certified Public Accountant recognized by the Tennessee State Board of Accountancy. A designation of Certified Financial Examiner (CFE) recognized by the National Association of Insurance Commissioners may be required. A valid motor vehicle operator license may be required.
Examination Method
Education and Experience, 100%, for Preferred Service positions.
Overview
Under limited supervision, is responsible for credentialed professional insurance zone examination lead work of considerable difficulty in the analysis of the operations and financial solvency of insurance companies; and performs related work as required.
Distinguishing Features:
This is the lead level class in the credentialed Insurance Examiner-CPA sub series. An employee in this class serves as examiner-in-charge of insurance company zone examinations. Work involves performing planning functions, preliminary analytical reviews, and lead responsibilities. This class differs from the Insurance Examiner-CPA in that an incumbent of the latter typically participates in but does not lead zone examinations or leads non-zone examinations of Tennessee companies licensed in multiple states.
Responsibilities
Analyzing Data or Information
Leads and/or performs zone and non-zone examinations, traveling both in-state and out-of-state to examine and audit insurance company annual financial statements, ledgers, accounts, and related computer documents to ensure compliance with accepted accounting principles and practices and adherence to state laws, rules, and regulations.
Organizing, Planning and Prioritizing Work
Leads and/or participates in creating the assessment of the oversight/analytical processes, holding company reviews and re-insurance contracts.
Leads and/or participates in the creation of exam time budgets to assess materiality, usefulness of independent CPA work papers, and the strength of internal controls.
Leads and/or participates in the planning questionnaire.
Leads and/or participates in the planning of non-zone examinations of all Tennessee companies not licensed in multiple states.
Processing Information
Leads and/or participates in the preparation of statements of income and disbursements, assets and liabilities, underwriting and investment exhibits, and necessary supporting schedules.
Leads and/or participates in checking the identification of company assets and liabilities.
Leads and/or participates in performing the confirmation and validation of the value of assets according to Generally Accepted Accounting Principles (GAAP) and Statutory Accounting Principles (SAP) accounting procedures.
Leads and/or participates preparing detailed complex insurance examination narrative reports.
Leads and/or participates in performing the verification of insurance company premium tax returns against financial statements to ensure that the proper amount has been paid.
Leads and/or participates in performing the preparation of detailed and complex insurance examination narrative reports and supporting financial and statistical documents and makes recommendations for corrective measures.
Evaluating Information to Determine Compliance with Standards
Leads and/or participates in reviewing insurance company claims and policy files to ensure proper and equitable treatment of policyholders.
Leads and/or participates in examining corporate structure, managerial procedures and practices, record-keeping systems, and marketing practices of insurance companies to determine statutory compliance and sound insurance business practices.
Leads and/or participates in the calculation of the amount of company liabilities, including commissions, taxes, bills, and stockholder and policyholder dividends to determine if ample reserves from policyholder surplus exist to cover company expenditures.
Leads and/or participates in conducting test checks and samplings of income and disbursement items and accounts maintained during the period of examination to determine statutory compliance and the use of sound business practices.
Leads and/or participates in the assessment of penalties to companies failing to correctly pay premium taxes.
Documenting/Recording Information
Leads and/or participates in posting insurance company premium tax returns verified against financial statements to departmental ledger.
Monitoring and Controlling Resources
Leads and/or participates in processing the assessment of penalties to companies failing to correctly pay premium taxes.
Judging the Qualities of Things, Services, or People
Prepares reports reflecting dissenting opinions on significant issues which are not included in majority reports.
Communicating with Supervisors, Peers, or Subordinates
Interfaces with commissioner, department heads, and attorneys, regarding statutory, legislative, rulemaking requirements related to insurance companies.
Establishing and Maintaining Interpersonal Relationships
Establishes and maintains a variety of personal contacts with insurance company executives and other personnel, accountants, attorneys, actuaries, underwriters, and departmental associates to resolve problems uncovered in insurance examinations and explain, interpret, and enforce departmental policies and procedures and federal and state insurance laws, rules, and regulations.
Coordinating the Work and Activities of Others
Assigns work to examiners.
Communicating with Persons Outside Organization
Answers inquiries from accountants, attorneys, actuaries, managers, underwriters, third party administrators, financial service providers.
Interfaces with Tennessee Insurance Association regarding statutory, legislative, rulemaking requirements related to insurance companies.
Competencies (KSA's)
Competencies:
Business Acumen
Functional/Technical Competencies
Process Management
Standing Alone
Perseverance
Career Ambition
Written Communications
Boss Relationships
Knowledge:
Advanced Knowledge of Microsoft Office Applications
Advanced Knowledge of Economics and Accounting Principles
Knowledge of Computer Applications
Knowledge of Clerical Procedures
Advanced Knowledge of Customer and Personal Service
Advanced Knowledge of Law and Government
Knowledge of Mathematics
Skills:
Advanced Critical Thinking Skills
Complex Problem Solving Skills
Active Learning Skills
Active Listening Skills
Advanced Monitoring Skills
Advanced Instructing Skills
Coordination Skills
Advanced Negotiating Skills
Management of Material Resources Skills
Management of Personnel Resources Skills
Time Management Skills
Reading Comprehension
Social Perceptiveness Skills
Persuasion Skills
Abilities:
Advanced Problem Sensitivity
Prioritization of Tasks
Attention to Detail
Writing Expression
Knowledge of Personnel and Human Resources
Deductive Reasoning
Information Ordering
Oral Comprehension
Oral Expression
Writing Comprehension
Tools & Equipment
Desktop or Laptop
Tablet
Calculator
Printer
Scanner
Copier
Fax Machine
TN Driver Standards
State of Tennessee positions that may involve driving responsibilities require candidates to meet the following minimum driver qualifications:
A valid driver's license
For the past five years, the candidate's driver record must not have record of the following violations: driving under the influence (DUI), reckless driving, license suspension for moving violations, more than 4 moving violations.
#J-18808-Ljbffr
State of Tennessee Job Information
Opening Date/Time: 04/21/2026 12:00AM Central Time
Closing Date/Time: 05/04/2026 11:59PM Central Time
Salary (Monthly): $7,458.00 - $11,935.00
Salary (Annually): $89,496.00 - $143,220.00
Job Type: Full-Time
City, State Location: Nashville, TN
Department: Commerce and Insurance
Location of Position(s) to be Filled
Department of Commerce & Insurance, Davidson County.
This position is for the Insurance Division.
Qualifications
Education and Experience:
Current designation as a Certified Public Accountant (CPA) recognized by the Tennessee State Board of Accountancy and experience equivalent to four years of professional accounting.
Necessary Special Qualifications:
Current designation as a Certified Public Accountant recognized by the Tennessee State Board of Accountancy. A designation of Certified Financial Examiner (CFE) recognized by the National Association of Insurance Commissioners may be required. A valid motor vehicle operator license may be required.
Examination Method
Education and Experience, 100%, for Preferred Service positions.
Overview
Under limited supervision, is responsible for credentialed professional insurance zone examination lead work of considerable difficulty in the analysis of the operations and financial solvency of insurance companies; and performs related work as required.
Distinguishing Features:
This is the lead level class in the credentialed Insurance Examiner-CPA sub series. An employee in this class serves as examiner-in-charge of insurance company zone examinations. Work involves performing planning functions, preliminary analytical reviews, and lead responsibilities. This class differs from the Insurance Examiner-CPA in that an incumbent of the latter typically participates in but does not lead zone examinations or leads non-zone examinations of Tennessee companies licensed in multiple states.
Responsibilities
Analyzing Data or Information
Leads and/or performs zone and non-zone examinations, traveling both in-state and out-of-state to examine and audit insurance company annual financial statements, ledgers, accounts, and related computer documents to ensure compliance with accepted accounting principles and practices and adherence to state laws, rules, and regulations.
Organizing, Planning and Prioritizing Work
Leads and/or participates in creating the assessment of the oversight/analytical processes, holding company reviews and re-insurance contracts.
Leads and/or participates in the creation of exam time budgets to assess materiality, usefulness of independent CPA work papers, and the strength of internal controls.
Leads and/or participates in the planning questionnaire.
Leads and/or participates in the planning of non-zone examinations of all Tennessee companies not licensed in multiple states.
Processing Information
Leads and/or participates in the preparation of statements of income and disbursements, assets and liabilities, underwriting and investment exhibits, and necessary supporting schedules.
Leads and/or participates in checking the identification of company assets and liabilities.
Leads and/or participates in performing the confirmation and validation of the value of assets according to Generally Accepted Accounting Principles (GAAP) and Statutory Accounting Principles (SAP) accounting procedures.
Leads and/or participates preparing detailed complex insurance examination narrative reports.
Leads and/or participates in performing the verification of insurance company premium tax returns against financial statements to ensure that the proper amount has been paid.
Leads and/or participates in performing the preparation of detailed and complex insurance examination narrative reports and supporting financial and statistical documents and makes recommendations for corrective measures.
Evaluating Information to Determine Compliance with Standards
Leads and/or participates in reviewing insurance company claims and policy files to ensure proper and equitable treatment of policyholders.
Leads and/or participates in examining corporate structure, managerial procedures and practices, record-keeping systems, and marketing practices of insurance companies to determine statutory compliance and sound insurance business practices.
Leads and/or participates in the calculation of the amount of company liabilities, including commissions, taxes, bills, and stockholder and policyholder dividends to determine if ample reserves from policyholder surplus exist to cover company expenditures.
Leads and/or participates in conducting test checks and samplings of income and disbursement items and accounts maintained during the period of examination to determine statutory compliance and the use of sound business practices.
Leads and/or participates in the assessment of penalties to companies failing to correctly pay premium taxes.
Documenting/Recording Information
Leads and/or participates in posting insurance company premium tax returns verified against financial statements to departmental ledger.
Monitoring and Controlling Resources
Leads and/or participates in processing the assessment of penalties to companies failing to correctly pay premium taxes.
Judging the Qualities of Things, Services, or People
Prepares reports reflecting dissenting opinions on significant issues which are not included in majority reports.
Communicating with Supervisors, Peers, or Subordinates
Interfaces with commissioner, department heads, and attorneys, regarding statutory, legislative, rulemaking requirements related to insurance companies.
Establishing and Maintaining Interpersonal Relationships
Establishes and maintains a variety of personal contacts with insurance company executives and other personnel, accountants, attorneys, actuaries, underwriters, and departmental associates to resolve problems uncovered in insurance examinations and explain, interpret, and enforce departmental policies and procedures and federal and state insurance laws, rules, and regulations.
Coordinating the Work and Activities of Others
Assigns work to examiners.
Communicating with Persons Outside Organization
Answers inquiries from accountants, attorneys, actuaries, managers, underwriters, third party administrators, financial service providers.
Interfaces with Tennessee Insurance Association regarding statutory, legislative, rulemaking requirements related to insurance companies.
Competencies (KSA's)
Competencies:
Business Acumen
Functional/Technical Competencies
Process Management
Standing Alone
Perseverance
Career Ambition
Written Communications
Boss Relationships
Knowledge:
Advanced Knowledge of Microsoft Office Applications
Advanced Knowledge of Economics and Accounting Principles
Knowledge of Computer Applications
Knowledge of Clerical Procedures
Advanced Knowledge of Customer and Personal Service
Advanced Knowledge of Law and Government
Knowledge of Mathematics
Skills:
Advanced Critical Thinking Skills
Complex Problem Solving Skills
Active Learning Skills
Active Listening Skills
Advanced Monitoring Skills
Advanced Instructing Skills
Coordination Skills
Advanced Negotiating Skills
Management of Material Resources Skills
Management of Personnel Resources Skills
Time Management Skills
Reading Comprehension
Social Perceptiveness Skills
Persuasion Skills
Abilities:
Advanced Problem Sensitivity
Prioritization of Tasks
Attention to Detail
Writing Expression
Knowledge of Personnel and Human Resources
Deductive Reasoning
Information Ordering
Oral Comprehension
Oral Expression
Writing Comprehension
Tools & Equipment
Desktop or Laptop
Tablet
Calculator
Printer
Scanner
Copier
Fax Machine
TN Driver Standards
State of Tennessee positions that may involve driving responsibilities require candidates to meet the following minimum driver qualifications:
A valid driver's license
For the past five years, the candidate's driver record must not have record of the following violations: driving under the influence (DUI), reckless driving, license suspension for moving violations, more than 4 moving violations.
#J-18808-Ljbffr