Senior Paralegal I at Pacific Life

Newport Beach, California, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

InsuranceIndustries

Requirements

Bachelor’s degree from an accredited 4-year college and Paralegal certification from an ABA accredited program
5+ years of paralegal experience, with a preference for knowledge of life insurance, annuity, and pension products, contract disputes, and/or state and federal regulatory compliance regarding trusts, probate, estates, guardianships, conservatorships, and power of attorney
Excellent verbal and written communication skills; ability to draft clear, concise, and well-structured communications that present complex legal concepts in an understandable manner, showing understanding of legal terminology, procedures, and documentation
Comfortable working on multiple projects and prioritizing work streams as needed
Ability to build and support effective relationships through strong interpersonal skills
Strong attention to detail with well-developed organizational skills
Motivated to develop professionally and learn new skills
Ability to work independently with minimal guidance, while acting as a knowledge resource for colleagues with less experience
Strong legal research skills using online applications such as Westlaw Edge and Practical Law
Technical knowledge, including Office 365 applications, Outlook, SharePoint, OpenText Core Share and Teams for email, calendar, and task management with experience in using these tools for efficient communication, document management, and collaboration -- as well as the ability to streamline existing processes and improve efficiency using these tools

Responsibilities

Provide legal assistance as requested by divisional business clients and attorneys by conducting in-depth legal research to analyze, interpret, and draw conclusions regarding state & federal statutes, regulations, and case law related to the life insurance, annuity, and pension business and products, estate and trust matters, including probate, powers of attorney, conservatorships, guardianships, and small estate procedures
Prepare legal memoranda, reports and correspondence for attorney and divisional clients
Provide legal and compliance services to divisional clients and attorneys, helping with the compliance/implementation of changes in state and federal laws governing insurance, annuity, and pension products
Participate in ongoing and special projects as needed; working with divisional clients and attorneys
Maintain comprehensive and organized matter files while adhering to Pacific Life’s confidentiality and ethical standards
Consult with divisional clients, attorneys, and other third parties to gather information, exchange documents, and provide updates on tasks and projects
Collaborate closely with attorneys, paralegals, and other members of the Office of the General Counsel (OGC) to support Pacific Life’s Consumer Markets Division, Institutional Division, and Workforce Benefits Division

Skills

Legal Research

Statutes Analysis

Case Law Interpretation

Probate Procedures

Powers of Attorney

Conservatorships

Guardianships

Estate Procedures

Legal Drafting

Compliance Services

Insurance Regulations

Annuity Law

Pension Products

File Organization

Case Management

Pacific Life

About Pacific Life

Newport Beach, CaliforniaHeadquarters

1868Year Founded

$189.4MTotal Funding

N/ACompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Health Insurance

Paid Vacation

Paid Parental Leave

Adoption Assistance

401(k) Retirement Plan

401(k) Company Match

Risks

Increased competition in annuities market from companies like Prudential and MetLife.

Potential financial exposure from significant real estate investments.

Integration challenges with Selerix could affect customer satisfaction.

Differentiation

Pacific Life partners with T. Rowe Price for innovative Lifetime Income solutions.

Recognized as a top community-minded company, enhancing brand reputation and trust.

Real-time integration with Selerix improves benefits administration accuracy and efficiency.

Upsides

Lifetime Income solution attracts clients seeking secure retirement options.

Enhanced annuity products offer flexibility and growth, increasing product attractiveness.

Strong real estate financing position opens more sector opportunities.

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