Overview
This role involves supporting the General Counsel and Deputy General Counsels by providing legal counsel to a group of life and annuity underwriting companies. The Associate Counsel will advise executive management and various business units, helping to advance the interests and operations of the organization.
Responsibilities
- Review, draft, and provide legal advice on third-party vendor contracts, confidentiality agreements, consulting agreements, and other legal documents as requested.
- Improve contract review processes through template development, maintaining a contractual term knowledge library, and leveraging AI and other technology tools.
- Advise on legal requirements applicable to the business, including privacy and cybersecurity matters.
- Assist with threatened or pending litigation.
- Engage proactively with business processes to anticipate legal needs and risks, collaborating with business areas to manage them.
- Support the Director of Legal Services & Operations by responding to legal questions from policyowner services, claims, licensing and commissions, and new business teams.
- Provide legal interpretations to support the Compliance team regarding regulatory requirements.
- Conduct legal research as needed.
- Prepare legal memoranda summarizing state and federal statutory and regulatory requirements and their application.
- Handle special projects and other duties as assigned.
Requirements
- Juris Doctor degree from an ABA-accredited law school.
- Minimum of 5 years practicing law.
- Direct experience in the life or annuity insurance industry.
- Licensed to practice law in the applicable state.
Qualifications
- Self-starter capable of engaging internal clients, understanding business issues, and delivering timely, quality legal advice.
- Ability to work effectively in a fast-paced, intellectually stimulating environment with professionals from multiple disciplines.
- Strong problem-solving skills and ability to collaborate proactively on legal questions and risks.
- Ability to work independently with minimal supervision.
Skills
- Excellent reading, analytical, and interpretive skills for complex documents.
- Effective communication skills, including producing clear written analyses and persuasive oral presentations on complex or sensitive topics.
- Mathematical skills to calculate figures such as discounts, interest, commissions, and percentages, and apply concepts like fractions, ratios, and proportions.
- Competency in learning new skills, using technology to increase productivity, adapting to change, and supporting team and organizational goals.
- Strong reasoning ability to apply logical thinking and interpret formulas, equations, and graphs to solve complex problems.
Physical Demands
- Regularly required to sit.
- Frequently use hands to finger, handle, or feel; reach with hands and arms; talk or hear.
- Occasionally required to stand and walk.
- Occasionally lift and/or move up to 10 pounds.
- Requires close vision.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.