Counsel, U.S. Life

Overview

This role involves providing legal counsel to U.S. Life Operations business units, focusing on life insurance and annuity products. Reporting to the Chief Legal Counsel, U.S. Life Operations, the Counsel will help protect legal rights and minimize exposure to legal liability.

Responsibilities

• Provide legal advice and counsel supporting claims, marketing, actuarial, data security, and other functions related to life insurance and annuities.
• Advise on state and federal laws and regulations applicable to life insurance and annuities; make recommendations to meet company objectives.
• Oversee and manage litigation, arbitration, and regulatory enforcement actions; collaborate with outside counsel on litigation strategy, regulatory investigations, and contract disputes.
• Assist with regulatory filings, market conduct examinations, and compliance audits from state insurance departments and federal agencies.
• Review, negotiate, and draft contracts and agreements, including policy contracts, property management or lease agreements, service agreements, marketing agreements, third-party administration agreements, and agreements related to acquisitions or dispositions.
• Work with compliance teams to ensure adherence to anti-money laundering (AML), Know Your Customer (KYC), Office of Foreign Assets Control (OFAC) requirements, and other compliance programs.
• Collaborate with other corporate legal advisors and serve as a strategic legal partner to business leaders on corporate initiatives, mergers and acquisitions, and product development.
• Provide support to the Chief Legal Counsel, U.S. Life Operations, as needed to support business needs.

Requirements

• Minimum of 7 years practicing law, preferably within a corporate insurance company.
• Experience in corporate and regulatory legal matters.
• Ability to perform under pressure and manage multiple projects simultaneously.
• Strong written and verbal communication skills.
• Experience managing staff in a corporate environment and managing outside legal resources cost-effectively.
• Must be authorized to work for any employer in the U.S.; sponsorship for employment visas, including H-1B and STEM OPT, is not available.

Preferred Qualifications

• Background in insurance law and regulatory compliance.
• Experience working with life insurance and annuity products.

Compensation & Benefits

• Competitive benefits including flexible health, dental, and vision insurance.
• 401(k) plan with company match.
• Paid time off (PTO) plan.
• Employee and family assistance program.
• Ergonomic furniture program.
• Performance bonus opportunities.
• Hybrid work environment with flexibility and access to innovative workspaces.
• Ability to work remotely.

Location

Headquartered in Waco, TX, with options for remote work and hybrid arrangements.

Equal Opportunity

The organization supports and celebrates diversity and inclusion, providing a workplace inclusive of all backgrounds regardless of ethnicity, nationality, language, religion, gender, sexual orientation, age, marital status, family situation, or disability. Assistance is available to make the recruitment process accessible upon request.