Forms Analyst

Socket.dev; Helena (MT); On-site; USD 52,000 - 72,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Loan forgiveness

Job summary

CSI in Helena, Montana is seeking a full-time Forms Analyst to review insurance contracts, policies, endorsements, riders, and related forms for regulatory compliance. The role requires careful reading of language and precise application of Montana statutes and rules.

The incumbent will analyze forms and collaborate with insurers to bring forms into compliance, ensuring consumer protection and adherence to state law. This on-site position is based in Helena.

Qualifications

• Bachelor's 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.
• Experience in or knowledge of the insurance industry is preferred.

Responsibilities

• Review insurance contracts, policy forms, endorsements, riders, and related documents for compliance with Montana law.
• Interpret Montana statutes and administrative rules to provide clear feedback to insurers.
• Collaborate with insurers to revise forms to achieve regulatory compliance.

Skills

Insurance contract review

Form analysis

Regulatory interpretation

Education

Bachelor's degree in business, accounting, or related field

Tools

Regulatory knowledge

Job description

CSI Overview

The Montana State Auditor, Commissioner of Securities and Insurance (CSI), protects Montanans by regulating two of the state's 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 You’ll 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%25 - 9.07%25 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 other’s 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 bachelor's 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 driver's license.