Insurance Policy Compliance Supervisor (Forms) at State of Montana

Helena, Montana, United States -

Full Time

Start Date

Immediate

Expiry Date

01 Aug, 26

Salary

0.0

Posted On

03 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Insurance compliance, Supervision, Workload management, Regulatory interpretation, Data analysis, Technical writing, Communication, Mentorship, Legislative support, Strategic planning, Quality assurance, Time management, Organizational skills, Stakeholder management, Policy review

Industry

Law Enforcement

Description

Why Work with Us? As a consumer protection agency, we protect 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. The Montana State Auditor, Commissioner of Securities and Insurance (CSI), has a challenging opportunity for a full-time Insurance Policy Compliance Bureau Chief in our Insurance Policy Compliance 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. To learn more about our agency, benefits, and this position, visit our "Work with Us" page on our website HERE. Make a Difference We are seeking a candidate to fill the role of Bureau Chief in our Insurance Policy Compliance (“Forms”) Bureau. The successful candidate will be responsible for the practical, supervisory and administrative performance necessary to safeguard insurance policies offered in the State of Montana. The ability to effectively manage department workload and team members is required. The primary goal of the Forms team is to ensure all insurance products issued in the state meet statutory requirements designed to offer protection for Montana consumers and to foster a fair and competitive insurance market. This position requires an understanding of the insurance industry and relevant Montana laws and regulations specific to insurance policy requirements and disclosures. This is an on-site position located in Helena, Montana. What you will do The successful candidate will be responsible for the following essential functions and other similar tasks: Effective Workload Management: Monitor insurance policy intake, processing and review completion to achieve compliance with regulatory and department goals and requirements. As needed, evaluate the need for changes in processes and priorities to develop best practices. Department Supervision: Oversee day-to-day operations of the Forms department, guiding the team toward increased efficiency and effectiveness. Mentor the department lead and staff in managing workflows, maintaining quality standards and realizing meaningful value in compliance activities. Insurance Contract and Form Review: Assist in timely completion of forms filing reviews when needed Statutory and Regulatory Interpretation: Provide input to CSI management regarding the development of insurance legislation and regulations as well as recommendations for financial examinations of captive insurance companies. Communication and Collaboration: Engage in and foster open communication and collaboration with members of the Insurance Services Bureau and CSI Executive Management to promote informed decision-making and agency effectiveness. Staff Development: Identify opportunities and mechanisms to provide team members with needed and desired development opportunities. Technical Reading and Writing: As needed, prepare written communications, analytical summaries, and memorandums that are professional, complete and accurate. Program and Legislative Support: Offer expertise as needed and requested to support CSI strategic and operational objectives and support of the bi-annual legislative process. Provide input to CSI management regarding the development of insurance legislation and regulations. Professional Growth: Attend insurance conferences and training events. Take the initiative to enhance industry knowledge and make professional contacts. Analysis: Analyze department and external data to drive informed decision-making. Collect and manage data and reporting, and identify trends. Ideal Candidate Profile and Competencies We are looking for candidates who bring the following education, experience, and competencies: Education: A bachelor’s degree in business, public administration or a related field of study. Certification: Recognized industry credentials or insurance regulator designations will be considered with preference for the Chartered Property Casualty Underwriter (CPCU), Health Insurance Associate (HIA), Association Professional in Insurance Regulation (APIR), or Professional in Insurance Regulation (PIR). Experience: Four years of insurance compliance experience. Management or supervisory experience is preferred. Regulatory Expertise: Demonstrated ability to interpret and apply Montana statutes and administrative rules to evaluate compliance. Analytical Skills: Keen attention to detail and data analysis abilities. Communication Skills: Strong written and verbal communication skills, including effective business writing, spelling, punctuation, and grammar. Interpersonal Skills: Ability to build, establish, and maintain effective working relationships with colleagues, industry professionals, and the public. Stakeholder Focus: Strong stakeholder focus, attention to detail, and follow-through. Organizational Skills: Strong organizational skills and effective time management, flexibility, and multi-tasking abilities. How to Apply Special Instructions: If you have the qualifications and an interest in protecting Montana consumers, please submit the following: 1. Cover Letter: Describe your knowledge and experience in captive insurance regulation and/or the captive insurance industry. Also, discuss your experience in or willingness to direct and mentor a team of other analysts. 2. Resume 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. All application materials are subject to review and verification. CSI will invite a limited number of applicants to a minimum of one structured interview. Only electronic materials will be accepted. If you need assistance or an accommodation, please contact Human Resources.

Responsibilities

The Bureau Chief oversees the daily operations of the Insurance Policy Compliance Bureau, ensuring all insurance products meet Montana statutory requirements. This role involves managing team workflows, mentoring staff, and providing expert guidance on insurance legislation and regulatory compliance.