Prepares legal drafts by assembling and organizing information for legal forms and documents, including complaints, declarations, discovery requests, responses, and other pleadings.
Researches law by studying laws, statutes, constitutions, regulations, court opinions, including precedents and reasoning, and trends using standard print texts and computers; preparing legal memoranda.
Assembles case materials by collecting, organizing, and summarizing information, documents, reports, and evidence.
Compiles, analyzes and organizes information and documentation to assist the legal department and project teams.
Reads, interprets and/or drafts documents to assist the legal department.
Provides effective, accurate and consistent communication to a wide variety of teams, management, external clients and vendors.
Develops and prepares regular reports on the status of contracts
Researches regulatory requirements related to insurance law, life insurance, annuity products, sales practices, payment of claims, and administration.
Supports the Regulatory Compliance team and/or other departments on an as needed basis.
Willingly takes on additional responsibilities as requested in order to accomplish department and Company objectives.
Actively participates and contributes to the goals and objectives of the Company by working collaboratively and fostering a positive and inclusive work environment.
Skills and Abilities:
Must have good mathematical, analytical, organizational and problem solving skills and attention to detail.
Effective communication and presentation skills, both verbal and written.
Ability to prioritize workflows, establish and meet deadlines and manage multiple concurrent tasks.
Ability to work effectively in a variety of situations and respond to change in a positive manner.
Advanced computer skills and the ability to navigate multiple systems and programs including MicroSoft Office, proprietary systems and other technology solutions.
Excellent interpersonal skills are required, including a high degree of professionalism.
Solid knowledge of legal documents, required filings, and reporting requirements.
Carries out responsibilities in a manner that is consistent with EquiTrust’s Core Values and focus on customer service; helps to create an environment of openness and trust for all employees and strives for continued professional skills development.
Training or Work Experience:
Completion of one (1) full year of Juris Doctor program at an accredited law school required.
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