Paralegal/Legal Assistant

About Investors HeritageSince 1960, Investors Heritage has offered life insurance and annuity products that help individuals plan for retirement and preserve their legacies. Headquartered in Frankfort, Kentucky and licensed in nearly every U.S. state, we combine deep regional roots with a national presence-delivering forward-thinking, tech-enabled solutions grounded in the old-fashioned value of personal <service.In> 2018, Investors Heritage was acquired by Aquarian Holdings as its flagship insurance carrier. With the backing of Aquarian, success of our products and our solid partnerships, we've entered a period of strategic growth and innovation – earning multiple recognitions as one of the fastest growing life and annuity insurers in the country.And we're not stopping there. We continue to innovate sensibly, build relationships with our partners and deliver exceptional service to our clients. Having that kind of foundation – one built on reliability, consistency, and quality – grounds everything we do at Investors Heritage. We're looking for talented, driven individuals who want to grow with us.Position SummaryIn this role, you will help ensure smooth functioning of legal operations by managing administrative tasks, supporting compliance initiatives, and facilitating timely regulatory filings. You will also play a key role in maintaining clear and professional communication with internal teams and external partners. The ideal candidate is highly organized, proactive, and professional, with the ability to thrive in a fast-paced, deadline-driven environment.This position is in Frankfort, KY and is onsite five days a week.Job Responsibilities:Administrative & Calendar ManagementMaintain and manage the General Counsel’s calendar, including meetings, deadlines, court dates, renewals, and regulatory filingsCoordinate internal and external meetings; prepare agendas and meeting materialsOrganize travel logistics, expense reporting, and related administrative tasksMonitor and triage email inboxes, prioritizing urgent legal communicationsCorrespondence & CommunicationDraft and distribute routine correspondence (letters, memos, status updates)Manage incoming and outgoing physical mail, including certified mail handling and scanning/indexingServe as a point of contact for regulators, outside counsel, and vendors, as appropriateDocument & Contract ManagementMaintain digital and physical filing systems for contracts, corporate records, and compliance documentsTrack contracts, amendments, expiration/renewal dates, and required approvalsAssist with preparing board packets, resolutions, and agendasMaintain templates, precedent forms, and checklists for the legal teamRegulatory & Compliance SupportCalendar and track state filing deadlines (insurance department filings, annual reports, product approvals)Assist in compiling documents for state insurance department audits or examinationsMaintain compliance logs and regulatory recordsConduct first-pass legal and regulatory research as neededLitigation & Subpoena SupportReceive, log, and track subpoenas; calendar response deadlinesDraft acknowledgment letters and coordinate records collection with business unitsMaintain case files, litigation hold logs, and subpoena trackingOperational & Workflow SupportLog and track complaints, disputes, and inquiries in tracking softwareMonitor progress of legal/compliance projects and assignments to business unitsMaintain trackers for open legal and compliance mattersComplaint & Issue HandlingIntake, summarize, and draft preliminary responses to consumer complaints or agent disputesMaintain complaint resolution database and prepare reports on trendsResearch & DraftingPrepare memos on straightforward legal/regulatory issuesSummarize new bulletins and regulatory updates from state insurance departmentsDraft comparison charts for multi-state regulatory requirementsCross-Departmental CoordinationLiaise between the Legal Department and business units (claims, compliance, underwriting, operations)Communicate legal and compliance requirements in plain language to non-legal staffTrack implementation of new policies, procedures, or regulatory requirementsAssist with background checks and licensing reviews for agentsProject & Process SupportManage checklists and trackers for audits, exams, and compliance reviewsSupport updates to policy forms, procedures, and training materialsAssist with special projects assigned by the General CounselRequired Skills & Abilities:Bachelor’s degree or Paralegal Certificate required2–5 years of experience as a paralegal or legal assistant, preferably in insurance, compliance, or financial servicesStrong knowledge of legal processes, compliance, and regulatory requirementsExcellent organizational and time management skills with the ability to manage multiple deadlinesStrong written and verbal communication skills; ability to draft clear, professional correspondenceProficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); experience with legal/compliance tracking software preferredAbility to work independently, handle sensitive information with discretion, and collaborate across departmentsInvestors Heritage is an equal opportunity employer. Investors Heritage is committed to creating and maintaining a workplace in which all employees have an opportunity to participate and contribute to the success of the business and are valued for their skills, experience and unique perspectives. Investors Heritage does not discriminate on the basis of race, color, creed, religion, sex, national origin, veteran status, mental or physical handicap or disability, age, citizenship status, alienage, ancestry, marital status, sexual orientation, gender identity or expression or any other criteria prohibited under applicable federal, state or local law. Investors Heritage makes reasonable accommodations for applicants and employees with disabilities in accordance with applicable law.