Captive Insurance Financial Examiner 1

State of Montana • Helena, MT

5d

About The Position

Join our Examinations Bureau as an entry-level Financial Examiner I – Captive Insurance Analyst that plays an important role in overseeing Montana’s captive insurance industry. You’ll 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 service—and want to grow your expertise in insurance regulation—this is the right place for you.

Requirements

• Bachelor's 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.
• 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.

Nice To Haves

• 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.

Responsibilities

• 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.

Benefits

• You’ll 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level