Paralegal/Legal Assistant

About Investors Heritage

Since 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 Summary

In 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 Management

• Maintain and manage the General Counsel’s calendar, including meetings, deadlines, court dates, renewals, and regulatory filings

• Coordinate internal and external meetings; prepare agendas and meeting materials

• Organize travel logistics, expense reporting, and related administrative tasks

• Monitor and triage email inboxes, prioritizing urgent legal communications

Correspondence & Communication

• Draft and distribute routine correspondence (letters, memos, status updates)

• Manage incoming and outgoing physical mail, including certified mail handling and scanning/indexing

• Serve as a point of contact for regulators, outside counsel, and vendors, as appropriate

Document & Contract Management

• Maintain digital and physical filing systems for contracts, corporate records, and compliance documents

• Track contracts, amendments, expiration/renewal dates, and required approvals

• Assist with preparing board packets, resolutions, and agendas

• Maintain templates, precedent forms, and checklists for the legal team

Regulatory & Compliance Support

• Calendar and track state filing deadlines (insurance department filings, annual reports, product approvals)

• Assist in compiling documents for state insurance department audits or examinations

• Maintain compliance logs and regulatory records

• Conduct first-pass legal and regulatory research as needed

Litigation & Subpoena Support

• Receive, log, and track subpoenas; calendar response deadlines

• Draft acknowledgment letters and coordinate records collection with business units

• Maintain case files, litigation hold logs, and subpoena tracking

Operational & Workflow Support

• Log and track complaints, disputes, and inquiries in tracking software

• Monitor progress of legal/compliance projects and assignments to business units

• Maintain trackers for open legal and compliance matters

Complaint & Issue Handling

• Intake, summarize, and draft preliminary responses to consumer complaints or agent disputes

• Maintain complaint resolution database and prepare reports on trends

Research & Drafting

• Prepare memos on straightforward legal/regulatory issues

• Summarize new bulletins and regulatory updates from state insurance departments

• Draft comparison charts for multi-state regulatory requirements

Cross-Departmental Coordination

• Liaise between the Legal Department and business units (claims, compliance, underwriting, operations)

• Communicate legal and compliance requirements in plain language to non-legal staff

• Track implementation of new policies, procedures, or regulatory requirements

• Assist with background checks and licensing reviews for agents

Project & Process Support

• Manage checklists and trackers for audits, exams, and compliance reviews

• Support updates to policy forms, procedures, and training materials

• Assist with special projects assigned by the General Counsel

Required Skills & Abilities:

• Bachelor’s degree or Paralegal Certificate required

• 2–5 years of experience as a paralegal or legal assistant, preferably in insurance, compliance, or financial services

• Strong knowledge of legal processes, compliance, and regulatory requirements

• Excellent organizational and time management skills with the ability to manage multiple deadlines

• Strong written and verbal communication skills; ability to draft clear, professional correspondence

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); experience with legal/compliance tracking software preferred

• Ability to work independently, handle sensitive information with discretion, and collaborate across departments

Investors 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.