Everlake, a leading life insurance company headquartered in Northbrook IL with offices in Chicago IL and Lincoln NE. At Everlake, you will find the dynamics of a small entrepreneurial organization and the strength of a big corporation rolled into one. We think big and evolve quickly, backed by a collaborative mindset and a solid financial foundation.
This multi-dimensional Paralegal position in the Legal Department encompasses responsibilities across operations, transactions, litigation, and corporate governance.
The Paralegal will support the efficient operation of the Legal Department by applying knowledge of legal concepts and processes. Under the direction of the organization’s attorneys, the Paralegal conducts and summarizes legal research, reviews legal documents, summarizes and monitors relevant issues, gathers matter related documents for the attorneys to analyze, supports corporate governance processes, and prepares regulatory filings. The Paralegal in this position will draft standard documentation, distribute for review, and obtain necessary approvals and signatures.
This role requires a legal professional with experience working in high performing settings. Experience with life insurance and annuity service issues is helpful for this position.
· Review guardianship/conservatorship orders, divorce decrees, and estate planning documents
· Conduct, summarize, and analyze basic research, including gathering facts, researching and analyzing applicable laws, regulations, and case laws, etc., as necessary
· Assist with identification and summarizing of relevant issues; continually monitor issues and update attorney as appropriate
· Review new and proposed legislation and determine applicability
· Gather matter related documents for the attorney to analyze
· Manage intake of new matters
· Consult with outside counsel, as needed
· Oversee project management, coordination, and collaboration with Legal Department, business clients and board members, as needed
· Manage data (execute, file, track, and retain) documents
· Coordinate with various functions within the company to respond to regulatory inquiries, licensing requests, Legal Department referrals, and business transactions
· Assist with management of litigation, as needed
· Research requirements for regulatory filings
· Support corporate governance processes, including general recordkeeping, preparation of board and committee meeting agendas, presentations, resolutions, consents, minutes, periodic filings and required approvals
· Prepare and file jurisdictional qualifications to do business, Certificates of Authority, and related entity and corporate governance items for all companies
· Knowledge of required software applications at an intermediate level
· Provide limited administrative support
§ Education: Bachelor’s Degree in related field; American Bar Association (ABA) approved Paralegal Certificate
§ Insurance-industry experience preferred
§ Knowledge of legal holds and discovery processes
§ Analytical skills and strong attention to detail
§ Ability to identify, prioritize and solve problems effectively regarding basic matters
§ Ability to work in multi-office, remote/hybrid environments
§ Basic project management skills and experience interacting with law firm/vendors
§ Ability to exercise discretion and maintain confidentiality of sensitive information
§ Basic researching, proofreading, and formatting skills
§ Ability to collaborate and interact with all levels of personnel and build strong relationships with business colleagues
§ High degree of ethics and integrity
§ Strong interpersonal skills, advanced written and oral communication and effective customer service skills
§ Ability to identify inconsistencies in routine work and initiate corrective action within own workflow
§ Able to deliver results with a sense of urgency
§ Adapts well to change; able to multi-task and make effective decisions in a fast-paced, deadline-driven environment
§ Is a proactive self-starter who is able to manage his/her time effectively and work independently
· Medical, dental and vision benefits
· 401K plan
· Incentive Program
· Flexible paid time off plan
· Hybrid work environment
· Paid holidays
· Tuition assistance