Senior Legal Services Specialist II

About the role

We’re looking for a Senior Legal Services Specialist II who brings strong corporate and transactional expertise and a clear understanding of the regulatory environment within the life insurance industry. In this role, you’ll work closely with the Manager, Legal Operations and Services providing high-level legal support across business units.

Responsibilities

• Prepare, coordinate, and ensure timely filing of annual corporate, compliance, and regulatory reports, certifications, registrations, and related documentation required by state and federal agencies.
• Maintain and update schedules, calendars, and records of required corporate filings, licenses, certifications, registrations, and reporting obligations.
• Assist with monitoring legal and regulatory developments affecting the Company's products, operations, policies, and procedures.
• Support the implementation of new or amended legal and compliance requirements by conducting research, tracking changes, and assisting with internal communications and documentation updates.
• Provide assistance to business units regarding the interpretation and application of legal documents, policy provisions, contracts, and state regulatory requirements, under the direction of Legal Services leadership.
• Conduct legal and regulatory research and prepare summaries, reports, or recommendations as requested.
• Aid in drafting legal correspondence, memoranda, reports, and other legal and compliance-related documents.
• Assemble, organize, and maintain documentation for litigation matters, administrative proceedings, audits, examinations, and investigations.
• Coverage and coordination with internal departments and external counsel regarding legal matters and related information requests.
• Maintain legal files, records, and databases in accordance with departmental procedures and record retention requirements.
• Review subpoenas, legal inquiries, regulatory requests, and other requests for information received from external parties.
• Aid in gathering documentation and preparing responses to subpoenas, legal inquiries, and regulatory requests under attorney supervision.
• Participate in special projects, process improvement initiatives, and other assignments as directed by Legal Services management.
• Aid in departmental initiatives designed to improve legal operations, compliance processes, and record management practices.
• Perform other duties as assigned.

Qualifications

• 5+ years of paralegal experience, with significant exposure to corporate and transactional work.
• Experience in the life insurance, annuity, or broader financial services industry strongly preferred.
• Excellent verbal and written communication skills with the ability to influence multiple internal and multi-level stakeholders.
• Associate's degree, Paralegal Certificate, or equivalent combination of education and relevant experience required; Bachelor's degree preferred.
• Strong legal research, analytical, organizational, and problem-solving skills.
• Ability to manage multiple priorities, meet deadlines, and maintain attention to detail.
• Proficiency with Microsoft Office applications and legal document management systems.
• Ability to handle confidential and sensitive information with discretion and professionalism.