Captive Insurance Financial Examiner 1

State Of Montana

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profile Job Location:

Helena, MT - USA

profile Monthly Salary: Not Disclosed
Posted on: 20 hours ago
Vacancies: 1 Vacancy

Job Summary

What You Bring

Minimum Qualifications

  • Bachelors degree in accounting or a related field.
  • One to three years of related work experience.
  • Alternate combinations of education and experience may be considered.
  • A training assignment may be offered to the right candidate.

Preferred Qualifications

  • Experience in captive insurance or regulatory work.
  • Willingness to pursue an Associate in Captive Insurance (ACI) designation through the International Center for Captive Insurance Education.
  • Other professional credentials or insurance regulatory designations are a plus.

Ideal Candidate Profile

  • Strong understanding of financial statements and analytical reporting.
  • Ability to interpret and apply Montana statutes and administrative rules.
  • Excellent written and verbal communication skills.
  • Professionalism integrity and strong interpersonal skills.
  • Customer-focused with exceptional attention to detail and time management.

Why Youll Love Working Here

Youll join a collaborative mission-driven team that encourages learning supports growth and values your contributions. Helena offers a welcoming community breathtaking mountain views and a balanced lifestyle that blends professional challenge with quality of life.

How to Apply

If you have the qualifications and an interest in protecting Montana consumers please submit the following with your application materials.

  1. Cover Letter:Describe your knowledge and experience in the insurance or legal industry including reviewing regulations and analyzing materials. Also discuss your specific experience with Life Disability (Health and Long-Term Care) Property and Casualty insurance or reviewing legal documents and contracts.
  2. Resume
  3. References

Your application will NOT be considered without these required items.

Important Tip:When uploading and submitting your application materials please mark your attachments as relevant or we will not be able to view your documents.

All application materials are subject to review and verification. CSI will invite a limited number of applicants to at least one structured interview which may include a performance test. Those selected are subject to successful reference background and fingerprint checks.

Only electronic materials will be accepted. If you need assistance or accommodation please contact CSI Human Resources.

Applicants claiming employment preference are required to provide proper documentation i.e. Vet Preference (DD214) Disabled Vet document from the U.S. Veterans Administration certifying service-connected disability or Purple Heart medal disabled (DPHHS Disability Certification) by the closing date. The State of Montana Careers system will generate an email with instructions on how to submit preference documents.

If another department vacancy occurs in this job title within six months the same applicant pool may be used for the selection.

The State of Montana has a decentralized human resources (HR) system. Each agency is responsible for its own recruitment and selection. Anyone who needs a reasonable accommodation in the application or hiring process should contact the agencys HR staff identified on the job listing or by dialing the Montana Relay at 711. Montana Job Service Offices also offer services including assistance with submitting an online application.

State government does not discriminate based on race color national origin religion sex sexual orientation gender identity or expression pregnancy childbirth or medical conditions related to pregnancy or childbirth age physical or mental disability genetic information marital status creed political beliefs or affiliation veteran status military service retaliation or any other factor not related to merit and qualifications of an employee or applicant.

Why Work with Us

The Montana State Auditor Commissioner of Securities and Insurance (CSI) offers the opportunity to do meaningful work that protects Montanans and strengthens our economy. Were a small family-friendly state agency that values teamwork respect and shared success. At the CSI we promote mentorship professional development and career growth while supporting each other in delivering excellent public service.

Our mission is simple but vital: to protect Montana consumers by regulating two of the states largest industriessecurities and insurance. We work to foster a thriving marketplace through education fair regulation and strong enforcement of the law. CSI is a criminal justice agency committed to accountability transparency and justice.

Learn more about us at .

The Opportunity

Join our Examinations Bureau as an entry-level Financial Examiner I Captive Insurance Analyst that plays an important role in overseeing Montanas captive insurance industry. Youll help ensure financial stability compliance and continued growth of this innovative and fast-moving sector. This position is based in beautiful Helena Montana.

If you enjoy analysis problem-solving and customer serviceand want to grow your expertise in insurance regulationthis is the right place for you.

What Youll Do

As a Captive Insurance Analyst you will:

  • Analyze financial data of Montana-domiciled captive insurance companies to identify potential risks.
  • Review applications and business plans to ensure compliance and assess solvency impacts.
  • Facilitate formations and dissolutions by working closely with the CSI Legal Department and company representatives.
  • Review business plan changes including dividend and loan requests.
  • Provide input and recommendations for insurance-related legislation and regulations.
  • Manage data and prepare reports identifying key trends and insights.
  • Deliver excellent customer service representing the Montana Captive Insurance Program nationally.
  • Pursue professional growth by attending conferences training events and developing industry expertise.

What You BringMinimum QualificationsBachelors degree in accounting or a related field.One to three years of related work experience.Alternate combinations of education and experience may be considered.A training assignment may be offered to the right candidate.Preferred QualificationsExperience in c...
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Key Skills

  • Auditing
  • GAAP
  • Military Experience
  • Phlebotomy
  • Conflict Management
  • Vital Signs Experience
  • Computer Forensics
  • Research Experience
  • Securities Law
  • Operating Systems
  • PTSD Care
  • RMF

About Company

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The Montana Department of Labor & Industry wants to help both employees and employers to be happy on the job. We take seriously our mission to promote and protect the well-being of Montana's workers, employers and citizens, and to uphold their rights and responsibilities. Our agenc ... View more

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