Job Description

This position currently follows a hybrid work schedule, with three in-office days. Tuesday and Thursday are Company anchor days, and the third day will be worked out with your manager.

POSITION SUMMARY:

The Legal and Business Operations Administrator plays a key role in supporting the Legal Department of a property and casualty insurance company. This position provides critical assistance with corporate governance, entity management, regulatory compliance, and investment-related transactions, ensuring the company’s operations align with legal and regulatory standards. The role supports real estate and renewable energy investments, helping maintain the company’s legal structure and compliance with state insurance regulations. This position is focused on business and regulatory operations and does not involve litigation support.

Planning and Delivery

• Organizes tasks and responsibilities to achieve objectives efficiently and meets deadlines despite obstacles.
• Conducts regular compliance audits and assessments, identifying areas for improvement and implementing corrective actions.
• Conducts agency partner audits to ensure alignment with company standards and regulatory compliance.
• Reviews all Department of Insurance (DOI) complaints and coordinates cross-departmental meetings to develop responses, identify trends, and drive opportunities for process improvement.

Business Insight and Analytics

• Partners with business leaders to develop and implement compliance policies and procedures.
• Partners with Accounting leaders to develop, monitor, update and analyze key financial performance indicators for investment assets.
• Proactively provides analyses and recommendations based on data analysis to support decision-making processes.
• Reviews agency audit results in collaboration with Underwriting and Marketing to identify operational gaps and recommend actionable improvements.
• Performs cost-benefit analyses before recommending operational or real estate changes, evaluating financial and organizational impacts to guide sound decision-making.

Communication and Relationship Building

• Facilitates clear communication channels between departments, ensuring a consistent understanding of compliance requirements for assigned programs.
• Coordinate with real estate property managers, on financial and operational matters.
• Acts as a resource for employees seeking guidance on compliance-related matters, enhancing internal and external confidence through professional interactions.
• Participates in cross-functional teams to streamline business processes and implement changes that enhance operational efficiency.

Leadership

· Supports the growth and development of colleagues by providing training and guidance on compliance policies and procedures and participating actively in strategic meetings.

· Leads by example in promoting continuous improvement, collaboration, and data-driven decision-making within the Legal Department and across the organization.

Judgement

• Exercises sound judgment by assessing risks, costs, and benefits to guide effective business and compliance decisions that thoughtfully consider the company’s strategic and operational impact.
• Applies depth and breadth of professional knowledge to exercise judgement in operational compliance and support of the Office of the General Counsel.

Support for Office of the General Counsel

· Provides general support to the Office of the General Counsel.

· Owns and improves contracts, legal records and documentation workflows, ensuring proper creation, organization, long-term maintenance, and compliance with deadlines and other requirements in partnership with department leaders.

· Supports oversight of investment portfolio projects by maintaining and updating records, key financial performance indicators, and other material correspondence.

· Provide legal and business support for the company’s real estate and renewable energy investments.

· Manages responses to regulatory complaints, subpoenas, discovery requests, complaints, and internal investigations

· Prepares regulatory filings including annual registration statements, corporate governance annual disclosures, and cybersecurity compliance certifications.

· Manages cybersecurity training and compliance program, including researching and evaluating alternative compliance solutions.

· Manages active assailant training, conducting new hire sessions, reviewing and updating content as needed.

· Review of SOC reports and data security information questionnaires.

Job Requirements

Experience

• Minimum 5 years of experience, preferably in insurance, financial services, or investment management.
• Corporate legal assistant or corporate paralegal experience preferred.
• Experience in supporting real estate or renewable energy transactions is also preferred.

Education

• Bachelor’s degree in business administration, Compliance, Law, or a related field is required.

Skills

•  Familiarity with reviewing and interpreting financial statements.
• Strong organizational and project management skills.
• Excellent written and verbal communication skills, with an emphasis on clear and effective interaction.
• Excellent attention to detail, organization, and follow-through.
• Proficient in Microsoft Office Suite, entity management databases, and document management systems.

Values

• Commitment to integrity, accuracy, and maintaining a positive, inclusive workplace environment.
• Dedication to continuous improvement and staying informed about industry trends and changes.
• Demonstrated ability to manage multiple priorities and drive process efficiencies across departments.

Salary Range: $75,000 – $85,000 per year. This range is a good faith estimate which reflects the annual salary we reasonably expect to pay for this specific full-time position at the time of posting. The actual salary offered will be based on several factors including the candidate’s experience and qualifications. qualifications.

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