Legal Records & E-Discovery Analyst

Jackson National Life Insurance•Lansing, MI

About The Position

The Legal Records & E-Discovery Analyst is a member of the Records Management & E-Discovery team within Legal. The Analyst works with stakeholders across the enterprise to support compliance with records management policies and procedures, perform e-discovery tasks, and carry out complex legal and operational work independently and collaboratively. The role supports the management of company records throughout their lifecycle, including retention, legal holds, records inventory and disposition, and associated requests and approvals. It also supports e-discovery matters, records management projects, reporting, training, and stakeholder engagement. The Analyst is expected to exercise sound judgment, maintain confidentiality and professionalism, build relationships across the enterprise, and take ownership of assigned work. Other Legal initiatives and duties or projects may also be assigned.

Requirements

Associate's Degree or equivalent experience required.
At least 3 years of professional work experience required.
Strong verbal and written communication skills.
Effective organizational, time management, and problem-solving skills.
Ability to track, research, analyze, and recommend action based on applicable rules and regulations.
Detail-oriented, with a focus on accuracy.
Ability to manage multiple priorities in a fast-paced, quickly changing environment.
Solid interpersonal skills and ability to establish and maintain effective working relationships with peers and senior management.
Willingness to be flexible and adaptable.
Ability to maintain a high degree of confidentiality and professionalism in a collegial environment.
Achievement-oriented and able to take on challenges.
Ability to contribute productively to a team and work remotely as needed.
Ability to be proactive and take ownership of assigned projects and tasks.
Demonstrated initiative and ability to work with little or no supervision.
Openness to constructive feedback.
Working knowledge of Microsoft Office applications and SharePoint software.

Nice To Haves

Experience in audit, compliance, legal, operations, project management, records management, or risk functions.

Responsibilities

Ensure company records are managed in accordance with state and federal requirements, internal policies and procedures, and records management best practices.
Evaluate records management policies, procedures, and systems to support effective administration of company records and information throughout the records lifecycle.
Review team mailbox inquiries, conduct research, and ensure timely responses.
Support records management projects by assisting with plans, timelines, roadmaps, action items, stakeholder communications, and completion tracking.
Review regulatory requirements and operational business needs to determine appropriate company record retention periods.
Coordinate legal hold issuance, release, and quarterly review and reminder processes using the applicable software platform in collaboration with the Matter Management team.
Perform e-discovery activities, including assisting with data preservation, collection, review coordination, production tracking, and related matter support.
Manage request, review, and approval processes handled by the Records Management & E-Discovery team.
Develop reporting, metrics, presentations, FAQs, and other materials to communicate project status, support awareness initiatives, and encourage stakeholder engagement.
Follow records management policies and procedures and escalate issues when appropriate.
Participate in training and awareness initiatives, including developing and presenting records management programs and key initiatives to departments and teams as needed.
Manage a network of departmental record coordinators who assist with efficient and compliant inventory and disposition of company records.
Draft emails, letters, memoranda, reports, meeting notes, and summaries as needed.
Track and evaluate industry trends, best practices, and improved methods or technologies related to records management.
Support other Legal initiatives as needed and foster relationships across the enterprise.
Perform other duties and projects as assigned.