Paralegal

Boca Radiology Group; United States; Remote; USD 45,000 - 70,000; Full time

Job summary

A leading company in the life insurance sector is seeking a paralegal to support legal records related to policy ownership and beneficiaries. This key role involves reviewing legal documents, educating team members on implications, and collaborating effectively with attorneys to ensure compliance and efficient service delivery.

Qualifications

• 3+ years of experience as a paralegal.
• Familiarity with probate matters and related legal proceedings.
• Experience with wills, trusts, powers of attorney, and guardianship documents.

Responsibilities

• Review and interpret legal documents affecting policy arrangements.
• Support operational teams with legal documentation.
• Educate teams on ownership and beneficiary implications.

Skills

Legal Document Interpretation

Knowledge of Federal Bankruptcy Laws

Understanding State Probate Laws

Communication

Education

Paralegal certificate or equivalent experience

Associate degree or Bachelor's degree

Job description

Job Description:
As a paralegal supporting one of our life insurance clients, you will be responsible for updating legal records related to policy ownership, beneficiaries and ownership assignments. This role involves reviewing legal documents, interpreting their impact on policy arrangements and accelerating service delivery as the company continues to grow.

Responsibilities:

• Review and interpret legal documents such as powers of attorney, conservatorship and guardianship orders, divorce decrees, QDROs and bankruptcy filings.
• Support operational teams by applying legal documentation appropriately to ownership and beneficiary records.
• Educate internal teams on the implications of various ownership and beneficiary arrangements.
• Provide documentation guidance to ensure clear and effective records for future reference.
• Collaborate with company attorneys and other departments as needed.

• 3+ of years of experience as a paralegal
• Paralegal certificate, associate degree, bachelor's degree or equivalent applicable experience
• Experience with probate matters and related legal proceedings, including preparation and filing of petitions for probate
• Experience assisting with wills, trusts, powers of attorney, QDROs and guardianship or conservatorship documents
• Familiarity with federal bankruptcy laws and regulations
• Understanding of state probate laws and regulations
• Knowledge of state trusts and estates laws, including basic estate tax principles
• Understanding of state laws and regulations governing divorce