Legal Analyst

Forrest T Jones & Company

Posted 3 months ago

Full Time

Kansas City, Missouri

In Person

Smart Summary

Responsibilities

The Legal Analyst supports the Legal Department by conducting research, independent investigations, and document reviews regarding insurance products and corporate issues. They are responsible for preparing responses to regulatory authorities and assisting attorneys with discovery and compliance analysis.

Qualifications

You have a High School Diploma or equivalent and are proficient in software applications such as Word, Excel, and Outlook. You possess excellent organizational and communication skills, with the ability to work independently and manage multiple projects simultaneously.

Must Have Skills for ATS

Word

Excel

Outlook

insurance

legal research

regulatory matters

document review

database management

Job Description

  

Fidelity Security Life Insurance Company, and its affiliates (“FSL”), provide insurance and insurance related services to clients, corporations, employers and individuals. These services include providing benefits through innovative life and health insurance plans, financial services, and customized insurance products for niche markets.

Position Summary

The Legal Analyst is responsible for supporting the Legal Department, under the direction of licensed attorneys, to address various sensitive legal and regulatory matters involving insurance products, corporate issues and agent and agency issues. This includes research, independent investigations, file and document reviews, and preparation of responses to various regulatory authorities.

Expectations

  • Collects documents and records and maintains in legal files, databases for attorneys’ use
  • Assists attorneys in researching legal questions referred to the legal department by the claims and administrative departments and outside administrators
  • Assists in the review and preparation of responses to Department of Insurance Complaints and other inquiries
  • Assists with agency and marketing issues when there is a complaint or potential legal matter, which involves some legal and compliance analysis
  • Assists in review of documents and records involving policy assignments, naming or changing beneficiaries, inter vivos and testamentary trust agreements, and assists attorney in providing direction to various departments on such matters.
  • Assists in resolving questions regarding the effect of statutory and regulatory enactments upon the provisions of policy forms and certificates relative to potential legal referrals
  • Assists attorney in handling discovery associate with any lawsuit or potential legal matter;
  • Assists in any legal research, including statutory or regulatory directives–
  • Performs other related duties as required and assigned

Competencies

  • Excellent organizational skills and interpersonal communication skills
  • Proficiency in software applications, such as Word, Excel, Outlook, Desktop Publishing – managing databases
  • Superior communication skills (both oral and written)
  • Must be detail oriented and a self-starter with the ability to work independently
  • Ability to handle a variety of projects simultaneously
  • Work well under pressure of time deadlines

Requisites

  • High School Diploma or equivalent
  • Experience in insurance, legal department, or law firm preferred but not required

We offer comprehensive benefits to full-time employees including company-paid medical, STD, LTD and life insurance; plus voluntary dental, vision, life/AD&D insurance, 401(k) with company matching, generous paid time off and much more. 

We encourage applicants of all ages and experience, as we do not discriminate on the basis of an applicant’s age. 

ALL OFFERS OF EMPLOYMENT ARE CONTINGENT UPON PASSAGE OF A DRUG SCREEN AND BACKGROUND CHECK.

Forrest T Jones & Company

Forrest T. Jones & Company (FTJ) is an insurance agency and administrator that was established in 1953 to provide insurance products and other financial services to members of associations and other affinity groups. FTJ currently provides insurance programs to more than 80 national associations and employer groups with more than 1.5 million members. We work with more than 30 of the nation’s leading insurance companies to provide members / employees with access to high quality insurance plans—many with special features and benefits not readily available elsewhere—at favorable group rates. As the flagship of an enterprise that includes two life insurance companies, a reinsurance company, and a FINRA broker/dealer, FTJ offers an exceptional level of strength and flexibility for our association and affinity group clients. Throughout the years, FTJ has worked hand-in-hand with its clients in adding value to member and customer programs through quality insurance products. FTJ has been family owned and managed since its inception, and we pride ourselves on maintaining close, personal relationships with our clients. We strive to meet their needs in a dynamic environment by applying the latest technology, marketing expertise, and our relationships in the insurance industry to attain the best possible insurance plans for their members and support those plans with old-fashioned, high-touch personal service. The company is headquartered in Kansas City, Missouri.
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