Senior Paralegal

At American Equity Investment Life Holding Companywe offer leading annuity products that help empower our clients to fulfill their needs and wants in retirement. Our success comes from hiring high-energy individuals who embody the beliefs that drive our unique culture. We currently fund over half a million retirements nationwide, and have been headquartered in West Des Moines, Iowa, for over twenty-five years with satellite offices in Charlotte, NC and New York, NY.

GENERAL PURPOSE OF THE JOB:

The Senior Paralegal provides substantive day-to-day paraprofessional support for the company's legal team with minimal/appropriate oversight on a wide range of general corporate legal matters including subpoenas/ and litigation, regulatory inquiries, compliance, and insurance retail.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Analyze and respond to subpoenas and litigation received by the company; identify and contact individuals who may have responsive information, support legal holds and discovery, conduct file searches, analyze information and provide related technology support.

• Perform litigation case management, including file creation, organization and management, case calendaring and logging, reporting, and case closure.

• Analyze and respond to inquiries/requests for information from regulators, risk management, compliance, resolution (complaints) and others within the legal department and company.

• Analyze and respond to requests from company representatives about company product and producer contract terms, legal representative documents, producer and policyholder matters and legal and compliance expectations.

• Draft, review and/or analyze routine legal documents and agreements.

• Conduct factual and basic legal research, including relevant case information, case law, statutes, regulatory guidelines and bulletins, legal articles and other writings.

• Monitor and provide legal updates on emerging legislation, noteworthy lawsuits and trends related to general corporate legal matters and stay current on best practices.

• Maintain legal calendar for reporting, team meetings, deadlines, and monitor compliance.

• Complete basic clerical tasks, including data entry, photocopy/scan/fax, and mail management.

• Assist with document retention activities.

• Demonstrate accuracy and thoroughness; look for meaningful ways to improve and promote quality.

• Develop systems and procedures to improve efficiency with this role and across the Legal department.

• Perform other related work as assigned.

SUPERVISORY RESPONSIBILITIES:

None.

EDUCATION AND/OR EXPERIENCE:

Associates Degree in related field of study; plus five (5) or more years of related corporate paralegal experience; or equivalent combination of education and/or experience.

Financial Services/Insurance Industry related experience preferred.

CERTIFICATES, LICENSES, PROFESSIONAL DESIGNATIONS:

None

KNOWLEDGE, SKILLS AND ABILITIES:

• Knowledge of legal terms, practices and procedures.

• Ability to read, analyze and interpret legal and other documents and to write clearly and succinctly.

• Ability to follow complex instructions and exhibit strong attention to detail.

• Proficient in the use of Microsoft Office Suite, including Word, Excel, and Outlook.

• Proficient in the use of Internet databases such as LexisNexis, Pacer and court databases, and use of Adobe Acrobat in a legal setting.

• Ability to effectively present information.

• Ability to solve practical problems and multi-task accurately and efficiently.

• Ability to work cooperatively and successfully with co-employees within the company as well as customers and other outside third parties.

• Ability to work well under pressure and to effectively deal with difficult and possibly adversarial situations.

• Self-motivated and efficient with good business judgment.

• Ability to maintain professional composure.

• Ability to work in person at company offices during normal business hours and be available by telephone and/or email to facilitate communication and work.

• Ability to work overtime as required.