Specialist Insurance & Legal Support

Mountain America Credit Union; Idaho Falls (ID); Hybrid; USD 70,000 - 95,000; Full time

Job summary

Mountain America Credit Union is seeking a skilled Insurance/Compliance Associate to support governance and risk mitigation. You will administer insurance, manage records, and coordinate with brokers, carriers, and legal counsel to ensure policy compliance and timely resolutions.

This hybrid role involves collaboration across Legal, HR, and Risk teams, with a mix of in-office and remote work based on business needs.

Qualifications

• Minimum of 2 years related experience.
• Bachelor's degree or equivalent experience.
• No licenses, certifications, or registrations required at this time.

Responsibilities

• Manages intake, documentation, and tracking of insurable events and incidents.
• Coordinates claim administration activities with stakeholders and brokers.
• Monitors insurance communications and ensures timely follow-ups.
• Coordinates insurance renewal processes and maintains records repositories.
• Prepares reports on insurable incidents and insurance metrics.
• Reviews contract insurance requirements for compliance.
• Coordinates privacy and records retention activities.

Skills

Insurance claims

Contract administration

Records retention

Regulatory compliance

Analytical thinking

Verbal/written communication

Education

Bachelor's degree

Job description

Job Summary

Administers insurance, incident management, contract administration, records retention, and litigation support activities that support organizational compliance, governance, and risk mitigation efforts. Applies independent judgment within established policies and procedures to evaluate issues, coordinate resolutions, maintain accurate records, and recommend appropriate actions. Partners with internal stakeholders, brokers, carriers, and legal counsel to support the effective administration of insurance and legal risk management processes.

Job Description

Location – Mountain America Center - Hybrid 9800 S Monroe St Sandy, UT 84070. SCHEDULE – Full Time; this is a hybrid schedule with some weekly in office expectation, based on business need. To be effective, an individual must be able to perform each job duty successfully.

Responsibilities

• Manages intake, documentation, and tracking of insurable events, including property damage, employee injuries, and member incidents.
• Coordinates claim administration activities by gathering documentation, preparing summaries, and coordinating with internal stakeholders and brokers.
• Monitors incoming insurance-related communications (email, ServiceNow, reporting tools) and ensures timely follow-up.
• Tracks OSHA reporting requirements, workers’ compensation timelines, and other insurance-related compliance obligations.
• Coordinates insurance renewal processes by collecting required data from business units.
• Manages insurance records, schedules, and documentation repositories.
• Prepares monthly, quarterly, and annual reports regarding insurable operational incidents, claims, and related insurance metrics.
• Reviews and administers low-risk vendor contracts.
• Reviews contract insurance requirements for compliance with organizational standards and risk management requirements.
• Manages incident, claim, contract, and legal matter records within designated case management and tracking systems.
• Administers litigation holds, document preservation efforts, and collection of records for discovery and regulatory requests.
• Coordinates privacy and records retention activities, including records inventory, retention, and secure disposition.
• Tracks litigation-related insurance notifications and deadlines.
• Collaborates with Legal, HR, Facilities, Risk, and other business units to coordinate insurance, privacy, and legal compliance activities.
• Coordinates with brokers, carriers, and internal stakeholders to facilitate information sharing and process execution.

Knowledge, Skills, and Abilities

The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Education and Experience

Typically requires minimum of 2 years related experience. Bachelor's degree or equivalent experience. Licenses, Certifications, Registrations – None at this time.

Knowledge & Skills

• Working knowledge of insurance claims administration, contract administration, records retention, and regulatory compliance processes.
• Knowledge of the financial services industry and applicable legal and insurance requirements.
• Strong analytical, organizational, and problem-solving skills.
• Verbal/written communication skills.
• Leadership and Organization Development.
• Collaborates with direct reports and/or peers to deliver results and build organizational capacity.
• Strong contribution to team effectiveness.
• Develops multifunctional base level skills.

Scope and Strategic Impact

Administers legal, privacy, and insurance processes within assigned areas of responsibility. Performs moderately complex data analysis and reporting. Provides periodic reports and updates as required by team. Applies intermediate level of subject matter knowledge to solve a variety of common business issues. Evaluates unique circumstances and makes recommendations within established guidelines. Develops solid understanding of applications within business environment.

Analytical Thinking & Problem Solving

• Works on problems/projects of moderately complex scope.
• Exercises independent judgment within defined practices and procedures to determine appropriate action.

Other Skills and Abilities

• Strong organizational and time management skills.
• Ability to manage multiple priorities and meet deadlines.
• Attention to detail and accuracy in documentation and reporting.
• Ability to identify risks and eliminate issues appropriately.
• Strong written and verbal communication skills.
• Understanding of insurance concepts, contract requirements, and compliance standards (preferred).

Physical Abilities / Working Conditions

Physical Demands – Ability to sit for extended periods, talk and hear consistently. Vision Requirements – Close vision (clear vision at 20 inches or less), Distance vision (clear vision at 20 feet or more), Color vision (ability to identify and distinguish colors). Weight Lifted or Force Exerted – Ability to lift up to 10 pounds frequently and up to 25 pounds occasionally.

Environmental

There are no unusual environmental factors (such as a typical office). Noise Environment – Moderate noise (business office with computers and printers, light traffic).

Location Restrictions

This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.

EEO / Diversity Statement

Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.

Company Culture

Follow @MountainAmericaLife on Facebook and Instagram to see why our team members love working at Mountain America! Mountain America Credit Union is one of the foremost financial institutions in the country, with more than 95 branches located in 5 states (Utah, Idaho, Nevada, Montana, and Arizona). We believe that a healthy balance between work, home life, and play is essential to our team members and our success. We offer a friendly, comfortable and inclusive work environment, fun employee activities and exciting charity events to ensure that no day is dull at Mountain America. Our purpose is to help members enjoy a good life by providing them a positive incentive to save and manage their finances. We also give members easy access to their accounts and allow them to control their funds in a variety of ways, including ATMs, online home banking, mobile banking, direct deposit, automatic payment options and access through a large branch network. When making decisions, we always put members' needs first. It's just the way we do business and a part of the "people helping people" philosophy of credit unions.