Paralegal
About The Position
The Paralegal supports the Insurance Transactional & Regulatory group and is assigned to specific matters, clients, projects, and/or attorneys. The role uses specialized knowledge to perform legal research, draft documents, complete technical procedures, and provide direct assistance with insurance regulatory, compliance, and corporate maintenance matters. The position has an annual billing requirement of 1,500 hours and reports to the Paralegal Support Manager, the Paralegal Support Administrator, and the firm’s Director of Paralegal Services. The role supports insurance regulatory and corporate matters, including compliance filings, producer and insurance company licensing, rates and forms filings, and research and analysis of insurance regulations and legislation. Substantial time and effort will be spent on surplus lines insurance matters. The Paralegal prepares and follows through on regulatory filings, assists with regulatory inquiries and business transactions, communicates with state insurance regulators, and monitors issues and deadlines. The position requires accurate time tracking, organization of competing assignments, professional client service, and compliance with legal ethics guidelines. The position requires a bachelor’s degree or an equivalent combination of training, education, and experience, as well as at least five years of related experience specifically in Insurance Transactional & Regulatory. A Paralegal Certificate and experience with excess and surplus lines insurance are preferred.
Requirements
- Bachelor’s degree, or a combination of training, education, and experience that demonstrates the ability to perform the duties.
- Minimum of five years of related work experience, specifically in Insurance Transactional & Regulatory.
- Detail-oriented, with strong initiative, solid organizational skills, and exceptional communication and client-interfacing skills.
- Ability to work independently and prioritize multiple competing tasks and demands in a fast-paced team environment.
- Strong writing and proofreading skills.
- Good teamwork skills within and among practice groups, offices, and the firm.
- Consistently exhibit a high degree of professionalism.
- Ability to use sound judgment and good discretion.
- Ability to provide quality client service to internal and external clients effectively and professionally.
- Willingness to learn and develop skills and to accept changing assignments and priorities.
- Ability to use initiative in accomplishing routine assignments with minimum supervision.
- Availability to work overtime when needed and requested.
- Solid working knowledge of Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint.
Nice To Haves
- Paralegal Certificate.
- Specific experience in excess and surplus lines insurance.
- Experience with computer processing and research tools such as Westlaw, LexisNexis, and/or NILS.
- Experience with database file management systems such as iManage and a records management system.
Responsibilities
- Assist with insurance regulatory and corporate matters, including compliance filings, producer and insurance company licensing, rates and forms filings, and research and analysis of insurance regulations and legislation.
- Spend substantial time and effort on surplus lines insurance matters.
- Identify and summarize relevant issues, monitor them, and update attorneys as appropriate.
- Prepare and follow through on filings with regulatory agencies, including addressing follow-up issues and requests.
- Assist with responses to regulatory inquiries, licensing requests, and business transactions.
- Research application and regulatory filing requirements for insurance companies, producers, and intermediaries.
- Communicate directly with state insurance regulators.
- Perform assignments in strict compliance with ethical guidelines governing the practice of law.
- Receive and follow complex instructions, monitor deadlines, and take appropriate action to meet them.
- Establish priorities and work concurrently on a variety of projects.
- Track and record client-billable time and non-billable hours and meet minimum billable-hour requirements.
- Maintain and prioritize daily work, communicating when unable to meet daily responsibilities.
- Meet the annual billing requirement of 1,500 hours.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
