Captive Insurance Financial Examiner

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. We’re 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 state’s largest industries—securities 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 .

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.

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.

• 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.

• 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.

• 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.

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.

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

• 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.
• Resume
• References

Your application will NOT be considered without these required items.

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.