Specialist Insurance & Legal Support

Mountain America Credit Union; Sandy (UT); Hybrid; USD 65,000 - 85,000; Full time

Job summary

Mountain America Credit Union in Sandy, UT, is seeking a professional to administer insurance, incident management, contract administration, records retention, and litigation support. You will coordinate with brokers, carriers, and internal teams to ensure compliant processes and timely reporting.

The role requires at least 2 years of related experience and a Bachelor's degree or equivalent. This is a hybrid, full-time position at Mountain America Center with some in-office expectations.

Qualifications

• 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.

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 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.

Skills

insurance claims

contract administration

records retention

regulatory compliance

analytical skills

organization

problem solving

communication skills

Education

Bachelor's degree or equivalent experience

Job description

Please reference the schedule and minimum qualifications listed below before applying.

If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at 801-366-6947 option 1 or email [e-mail] and every reasonable effort will be made to accommodate your needs in a timely manner.

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.

• 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 reportingAbility to identify risks and elevate 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)

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

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