Description:

Job Description Summary:
The Senior Counsel will provide legal counsel on a variety of matters associated with the marketing and distribution of insurance products and operating an insurance agency.

Job Description:
Responsibilities:
  • Provide legal advice and support regarding the marketing and sale of insurance products primarily through a retail field force of independent contractor insurance agents.
  • Prepare, review, and negotiate legal contracts, documents and agreements, such as selling agreements, distribution agreements, and agent agreements.
  • Along with other legal and compliance staff, support the agency in pre-litigation, litigation, and regulatory examinations and investigations and represent the agency to its regulators.
  • Collaborate with compliance staff in the drafting of policies and procedures and reviewing sales, advertising, and marketing materials, incentive programs, sales contests, and field compensation plans.
  • Monitor, review, and interpret applicable and proposed state and federal guidance, laws, rules and regulations related to the distribution of insurance products and insurance agencies.
  • Work on complex legal issues where analysis requires identification and evaluation of multiple factors.
  • Participate in departmental and cross-functional working groups in identified areas of legal expertise.

Required Qualifications:
  • JD from an accredited law school
  • Licensed or otherwise eligible to practice in-house in the US
  • At least 5 years of experience as an attorney, including experience in the US life insurance industry
  • Ability to effectively communicate, both in writing and orally, with the intended audience
  • Ability to exercise sound judgment in a fast-paced environment
  • Ability to exercise agility and adaptability in providing legal advice
  • Comfortable in a rapidly changing corporate environment
  • Proficient using MS Office
  • Good organizational and project management skills and able to work autonomously and manage multiple priorities
  • Action oriented with ability to prioritize workload with high degree of accuracy and attention to detail

Working Conditions:
  • Hybrid or remote office environment
  • Occasional travel to other locations in the US and/or Canada