Insurance Policy Compliance Specialist 2

State of Montana • Helena, MT

118d

About The Position

The Montana State Auditor, Commissioner of Securities and Insurance (CSI), has an exciting opportunity for an Insurance Policy Compliance Specialist 2 in our Forms Bureau. The CSI is a small, family-friendly agency that values unity, effective working relationships, and mutual respect. We challenge our team members to excel as individuals and as part of a supportive team, offering mentorship, education, training, and opportunities for career growth. We protect all Montanans by regulating two of the state’s largest industries, securities and insurance. Our mission is to foster a thriving marketplace through education, common-sense regulation, and equitable enforcement of the law, ensuring swift accountability for fraudsters and justice for victims. CSI is a criminal justice agency.

Requirements

• A bachelor’s degree in business administration or a related field and one year of job-related/insurance experience, or a minimum of four years of job-related/contract or insurance experience.
• Experience reviewing legal documents, contracts, or insurance forms, such as paralegal, contract reviewer, or similar legal/compliance roles.
• Demonstrated ability to interpret and apply Montana statutes, administrative rules, and relevant federal insurance laws to ensure compliance.
• Strong ability to read, interpret, and analyze complex technical and legal language, with excellent written and verbal communication skills.
• Keen attention to detail, strong analytical and research skills, and the ability to analyze and summarize contract provisions.
• Strong written and verbal communication skills, including effective business writing, spelling, punctuation, and grammar.
• Ability to build, establish, and maintain effective working relationships with colleagues, industry professionals, and the public.
• Ability to work independently with minimal supervision, adapt to changing priorities, stay on task despite interruptions, and exercise sound judgment and decision-making.
• Strong customer focus, attention to detail, and follow-through.
• Strong organizational skills, effective time management, flexibility, and multitasking abilities.

Nice To Haves

• 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.
• Insurance industry professional designations such as: ALMI, CLU, HIA, CIC, and RHU. Other recognized industry credentials or NAIC regulator designations.

Responsibilities

• Review and analyze 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.
• Demonstrate the 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.
• Clearly communicate with insurance companies, both orally and in writing, to resolve unacceptable policy provisions and guide companies through the compliance process.
• Utilize strong technical reading and writing skills to draft correspondence, summarize findings, and articulate recommendations.
• Monitor and manage assigned and pending form filings to ensure timely review and approval as required by law.

What This Job Offers

• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees