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

Key technologies and capabilities for this role

Legal ResearchStatutes AnalysisCase Law InterpretationProbate ProceduresPowers of AttorneyConservatorshipsGuardianshipsEstate ProceduresLegal DraftingCompliance ServicesInsurance RegulationsAnnuity LawPension ProductsFile OrganizationCase Management

Questions & Answers

Common questions about this position

What is the location for this Senior Paralegal I position?

The role is based in the Office of the General Counsel in Newport Beach, California.

What salary or compensation is offered for this role?

This information is not specified in the job description.

What qualifications and experience are required for this position?

Candidates need a Bachelor’s degree from an accredited 4-year college, Paralegal certification from an ABA accredited program, and 5+ years of paralegal experience, preferably with knowledge of life insurance, annuity, pension products, contract disputes, and regulatory compliance in trusts, probate, estates, guardianships, conservatorships, and power of attorney.

What is the company culture like at Pacific Life?

Pacific Life emphasizes collaboration, innovation, work-life balance, support, and resources to make a positive impact, fostering a career with purpose where teams push each other to transform the industry.

What makes a strong candidate for this Senior Paralegal role?

A strong candidate will have excellent verbal and written communication skills to draft clear communications on complex legal concepts, comfort working on multiple projects, plus preferred experience in life insurance, annuities, pensions, and estate matters.

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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