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Deputy Chief Examiner
- State of Montana (Helena, MT)
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*Why Work with Us?* The Montana State Auditor, Commissioner of Securities and Insurance (CSI), has an exciting opportunity for a Deputy Chief Examiner in our Financial Examinations 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. *CSI Overview* 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. Additional information about our vision and mission is available on our “About CSI” webpage. *Job Overview* We are seeking a candidate to fill the role of Deputy Chief Examiner in our Financial Examinations Bureau. The successful candidate will be responsible for professional, administrative, and supervisory work in the financial regulation of insurance companies. The ability to train and oversee analysts in the risk-focused analysis process is required. This position also requires extensive knowledge of the National Association of Insurance Commissioners (NAIC) Financial Analysis Handbook and Accreditation Program requirements. This is an onsite position located in Helena, Montana. ** ** *What can you offer us?* The successful candidate will be responsible for the following essential functions and other similar tasks: * *Financial Analysis:* Perform annual and quarterly risk-focused analysis of traditional insurance companies and risk retention groups, in accordance with the NAIC Financial Analysis Handbook and NAIC Accreditation Program requirements. * *Mentoring:* Train analysts in the risk-focused analysis process, including the review of their annual and quarterly analysis work and providing constructive feedback and ongoing mentoring, with the help of the Chief Examiner. Ensure analysis work is completed timely, to NAIC standards or Financial Examinations Bureau policy. Assist analysts in responding to company requests and to information requests from contract examiners and contract actuaries. * *Policy Implementation:* Assist analysts in implementing regulatory decisions made by the Chief Examiner, CSI Leadership, or the CSI Legal Department. * *Make Recommendations:* Provide input to CSI management regarding the development of insurance legislation and regulation * *Company Licensing:* Assist the Chief Examiner and mentor others in the review process company applications for licensure, for all types of insurance companies and service providers. * *Internal Audit:*Oversee the annual internal audit of the CSI. * *Data Management:*Participate in the customization and management of analysis and examination documentation software and the CSI company and revenue databases. * *Revenue Collection:*Facilitate the collection and reconciliation of premium tax revenue and other funds collected by the Financial Examinations Bureau. *Minimum Educational and Experience Requirements* The knowledge, skills, and abilities to successfully perform this job are typically acquired through a bachelor’s degree in a business-related field and five to ten years of relevant work experience. *Preferred Education and Experience* Work experience specifically in the risk-focused financial analysis of insurance companies and knowledge of statutory accounting principles is preferred. *Professional Designations* An Accredited Financial Examiner (AFE) designation from the Society of Financial Examiners (SOFE) is required. A Certified Financial Examiner (CFE) designation from SOFE is preferred. *Ideal Candidate Profile and Competencies* We are looking for candidates who bring the following education, experience, and competencies: * *Education:* A bachelor’s degree in a relevant field of study. * *Certification:*AFE or CFE designation. * *Experience:*Five to ten years of related job experience. * *Regulatory Expertise:* Knowledge of Title 33 of the Montana Code Annotated, NAIC Model Laws, Statutory Accounting Principles, and the risk-focused analysis and examination processes. * *Leadership Skills:* Strong ability to lead a team, prioritize and assign tasks, and mentor others. * *Analytical Skills:* Keen attention to detail and the ability to assess the financial position of a company through review of financial statements and other documentation and make decisions or recommendations, accordingly. * *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. * *Organizational Skills:* Strong organizational skills and effective time management, flexibility, multi-tasking abilities, attention to detail and follow-through. * *Professional Growth:*Willingness to attend conferences and training events, including NAIC national meetings. *How to Apply* *Special Instructions:* If you have the qualifications and an interest in protecting Montana consumers, please submit the following with your application materials: 1. *Cover Letter:* Describe your knowledge and experience in insurance regulation and/or the insurance industry and how your experience and abilities qualify you for this position. 2. *Resume* 3. *AFE or CFE certificate* 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. Those selected are subject to successful reference, background, and fingerprint checks. Only electronic materials will be accepted. If you need assistance or an accommodation, please contact Human Resources. **Title:** *Deputy Chief Examiner* **Location:** *Helena* **Requisition ID:** *25141984*
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