Senior Legal Services Specialist II

About Us:
We’re a fast-growing, privately held insurance company on a path to become a leading U.S. retail platform. We believe every client and customer relationship holds the potential to grow into something greater—and the same is true for our people. As we grow, we’re redefining how great talent connects with meaningful work—enabling our ambitious strategy while building a culture of high performance, creativity, and partnership. If you enjoy providing legal, regulatory, and compliance support, partnering with internal legal counsel and business partners, and having an impact on a company’s growth strategy with your expertise and energy, this role is for you.

About the Role:
We’re looking for a Senior Legal Services Specialist II who brings strong corporate and transactional expertise and a clear understanding of the regulatory environment within the life insurance industry. In this role, you’ll work closely with the Manager, Legal Operations and Services providing high level legal support across business units. This position assists with corporate governance, regulatory filings, legal research, litigation support, compliance monitoring, and responses to legal inquiries.
You’ll partner closely with attorneys, Compliance, and business partners to help ensure adherence to applicable laws, regulations, and corporate requirements. You will gain visibility and thrive in a fast paced environment, managing multiple workstreams and stakeholders with precision.

What You’ll Do:
Regulatory Compliance and Corporate Filings
• 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.
Legal Research and Business Support
• 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.
Litigation and Legal Matter Support
• 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.
Legal Inquiries and Information Requests
• 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.
Project and Administrative Support
• 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.
Core Competencies
• Legal Research and Analysis: Ability to research, interpret, and apply legal and regulatory requirements to support business and compliance objectives.
• Regulatory Awareness: Comfort working in highly regulated environments, preferably insurance or financial services.
• Cross Functional Collaboration: Ability to partner effectively with legal, compliance, finance, and business teams.
• Judgment & Discretion: Demonstrated ability to handle sensitive and confidential matters with professionalism.
• Process Improvement Orientation: Proactive in identifying efficiencies and improving legal operations.
• Customer Service Orientation: Builds productive relationships through responsiveness, reliability, and effective communication.
What You Bring:
• 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