The Paralegal/Legal Support Specialist will report to an Associate General
Counsel in the Legal Department, supporting the Company’s Health & Benefits
(H&B) business. This role is responsible for: (1) the intake and processing of
all new legal matters; (2) ownership of the subpoena and garnishment process;
(3) ownership of regulatory licensing process, and (4) supporting the attorneys
in the Legal Department on a variety of other assignments under the supervision
of the attorneys.
Duties & Responsibilities:
New matter intake:
Receipt of service of process for all legal matters and customer disputes,
including new lawsuits, attorney demand letters, garnishments, and
regulatory inquiries;
Conduct first level review of all new matters and determine whether to
handle it directly or assign to another member of the legal team.
Process and respond to subpoenas and customer disputes:
Determine subpoena’s validity and scope;
Gather and review responsive information and documents;
Determine the appropriate response and draft response letters; and
Provide litigation support, as needed.
Provide regulatory licensing support:
Manage the company's TPA licensing and renewal process across all
applicable jurisdictions;
Coordinate with internal stakeholders to collect information, complete
questionnaires, and obtain supporting documentation required for licensing
filings;
Partner with external licensing consultants to prepare, review, and timely
submit renewal applications and other regulatory filings;
In collaboration with our consultants, monitor renewal deadlines and track
filing status to help ensure continuous compliance;
Organize and maintain licensing records, correspondence, and supporting
documentation; and
Prepare and file the company’s state registrations and annual reports.
Manage, process, and track all legal-related invoices.
Recommend and implement best practices for case management, document
production, and other legal department processes.
Other duties as assigned.
Qualifications
Education & Experience:
Minimum required:
Bachelor’s degree (paralegal degree or certification preferred). Non-degree
paralegal certificate with commensurate experience will be considered.
5-7 years of paralegal or legal experience in a functionally equivalent
environment. Prefer experience in financial services handling transactional,
securities and/or retirement law matters.
Skills & Abilities:
Professional interpersonal, verbal and written communication skills.
Strong organizational skills and ability to prioritize tasks and meet
deadlines.
Demonstrated ability to work on multiple projects at any given time.
Willingness to learn new areas of law.
Proficient in Microsoft Office© (Word, Excel, PowerPoint and Outlook) and
ability to learn multiple new software programs.
PREFERRED SKILLS:
Experience with contract management systems.