Forms Analyst

Anyone who needs to request a reasonable accommodation in the application or hiring process should contact the 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.

CSI Overview
The Montana State Auditor Commissioner of Securities and Insurance (CSI) protects Montanans by regulating two of the states largest industries - securities and insurance. CSI works to foster a thriving marketplace through education common-sense regulation and equitable enforcement of the law to support consumers businesses and a fair insurance market. For more information please visit our website HERE .

About this Opportunity
CSI has an opportunity for a full-time Forms Analyst in the Forms Bureau in Helena Montana. This position ensures filed insurance contracts policies endorsements riders applications and other forms comply with Montana law. The incumbent will analyze filed forms to assess compliance with insurance regulatory requirements and work with insurers to bring forms into compliance when concerns are identified.

This is an on-site position located in Helena Montana.

What Youll Do
Key responsibilities of this position include:

The incumbent serves as a contract reviewer who is responsible for thoroughly analyzing and reviewing insurance contracts policy forms endorsements riders and related documentation. The primary goal is to ensure filed insurance products issued in the state provide protection for Montana consumers by meeting statutory requirements. This requires significant reading and understanding of insurance contract language and the ability to interpret and apply Montana statutes and administrative rules with precision.

What You Can Offer
The strongest candidates will bring many of the following qualifications and strengths:

Experience with insurance contract and form review: Reviewing and analyzing insurance policy forms and contracts to ensure compliance with regulatory requirements and Montana law identifying and articulating areas of non-compliance to assist insurers with necessary revisions.

Statutory and Regulatory Interpretation: Demonstrated ability and experience to interpret and apply Montana statutes administrative rules and relevant federal insurance laws (e.g. HIPAA ACA COBRA ERISA) to insurance contract language providing clear actionable feedback to insurers.

Did We Mention Benefits

Outstanding State of Montana Benefits: Comprehensive health dental and vision coverage for you and your family starting on your first day of employment. Access to telehealth and comprehensive services at the employee health clinics at no additional out-of-pocket cost through our medical plan. Additional details are available HERE .

Retirement Security: Choice between two retirement plans with an employer contribution between 8.73% - 9.07% of your annual salary. A third optional 457(b) deferred compensation plan is also available. Additional details are available HERE .

Loan Forgiveness: Employment with the State of Montana may qualify you for the federal Public Service Loan Forgiveness (PSLF) program.

Positive Culture: CSI is a small family-friendly state agency. Our success comes from building effective working relationships based on mutual trust and respect for each others skills and abilities. We will encourage you to excel both in your individual competencies and as a team player. To learn more visit our Work with Us page HERE .

Beautiful Helena Montana: As the capital of Montana Helena is a vibrant community. Outside of work you will have access to numerous outdoor recreational opportunities including fishing hunting biking skiing boating hiking golfing etc. Helena is also a cultural center with historical sites art galleries live theater natural hot springs restaurants local microbreweries live concerts and a well-maintained trail system. Learn more about moving to and living in Helena Montana HERE .

Minimum Qualifications
This position typically requires a combination of education and experience equivalent to a bachelors degree in business accounting or a related field and two years of progressively responsible experience. Alternate combinations of relevant education and experience may be considered on a case-by-case basis.

Preferred Background
Education or experience within the insurance industry that includes multiple lines of insurance business: Life Disability (Health and Long-Term Care) and/or Property and Casualty insurance. Experience within the legal industry reviewing regulations contracts and other legal documents such as paralegal work.

This position is not a supervisory position. This position is non-exempt under the FLSA.

Special requirements include successful completion of a fingerprint background check and possession of a valid drivers license.

How To Apply
Applicants must submit the materials required by the State of Montana Careers addition to be considered for this position applicants must submit a cover letter resume and references.

Cover Letter Instructions: Please describe your 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.

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 be unable to view them.

Applications missing the requested documents will be considered incomplete and will not progress further in the process. Only electronic materials will be accepted. If you need assistance or accommodation please contact Human Resources.

Applicants claiming employment preference are required to provide proper documentation. All documents for Veteran or Disability preference must be received or date stamped by the closing date. Please submit preference documentation to Michelle Flynn at via File Transfer Service .

Required Experience:

IC

]]><