Senior Legal Services Specialist

🔥 34 minutes ago

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Logo of Prosperity Life

Prosperity Life

201 - 500 employees

Founded 1916

🛡️ Insurance

💸 Finance

💰 $6.9M Venture Round - Prosperity Life on 2019-11

Insurance • Finance

Prosperity Life is a US-centric life insurance organization offering life and annuity insurance, reinsurance, and capital solutions. The company provides universal life insurance and annuities, focuses on capital and risk-management solutions for block and flow reinsurance, and underwrites life insurance, annuities, and supplemental health products through affiliated underwriting companies (SBLI USA, S. USA, Shenandoah Life, National Western). It has over 100 years of life insurance experience and $29. 3B in assets under management (book value AUM as of 3/31/25). Prosperity Life Group also markets careers, leadership, and newsroom updates, and emphasizes financial strength with A- ratings from AM Best, S&P Global (for some subsidiaries), and Kroll.

📋 Description

• Prepare, coordinate, and ensure timely filing of annual corporate, compliance, and regulatory reports, certifications, registrations, and related documentation required by state and federal agencies. • Maintain and update schedules, calendars, and records of required corporate filings, licenses, certifications, registrations, and reporting obligations. • Assist with monitoring legal and regulatory developments affecting the Company's products, operations, policies, and procedures. • Support the implementation of new or amended legal and compliance requirements by conducting research, tracking changes, and assisting with internal communications and documentation updates. • Provide assistance to business units regarding the interpretation and application of legal documents, policy provisions, contracts, and state regulatory requirements, under the direction of Legal Services leadership. • Conduct legal and regulatory research and prepare summaries, reports, or recommendations as requested. • Assist with drafting legal correspondence, memoranda, reports, and other legal and compliance-related documents. • Assemble, organize, and maintain documentation for litigation matters, administrative proceedings, audits, examinations, and investigations. • Coordinate with internal departments and external counsel regarding legal matters and related information requests. • Maintain legal files, records, and databases in accordance with departmental procedures and record retention requirements. • Review subpoenas, legal inquiries, regulatory requests, and other requests for information received from external parties. • Assist with gathering documentation and preparing responses to subpoenas, legal inquiries, and regulatory requests under attorney supervision. • Participate in special projects, process improvement initiatives, and other assignments as directed by Legal Services management. • Assist with departmental initiatives designed to improve legal operations, compliance processes, and record management practices. • Perform other duties as assigned.

🎯 Requirements

• 5+ years of paralegal experience, with significant exposure to corporate and transactional work. • Experience in the life insurance, annuity, or broader financial services industry strongly preferred. • Excellent verbal and written communication skills with the ability to influence multiple internal and multi-level stakeholders. • Associate's degree, Paralegal Certificate, or equivalent combination of education and relevant experience required; Bachelor's degree preferred. • Strong legal research, analytical, organizational, and problem-solving skills. • Ability to manage multiple priorities, meet deadlines, and maintain attention to detail. • Proficiency with Microsoft Office applications and legal document management systems. • Ability to handle confidential and sensitive information with discretion and professionalism.

🏖️ Benefits

• A collaborative, inclusive environment that values authenticity, accountability, and partnership • The opportunity to join the company at an exciting stage of growth, where colleagues are empowered to build what’s next • A variable compensation package with a base range of $70K-$80K • A competitive benefits package including comprehensive medical, dental, and vision coverage; an HSA and 401(k) company match; paid time off; and employer-paid life and disability insurance • Remote/hybrid work arrangement

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