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Legal Operations Specialist (hybrid in office)


NY - Valhalla

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Why USI?
With over $2 billion in revenue and more than 9,000 associates located in approximately 200 offices across the country, USI is one of the largest insurance brokerage and consulting firms in the world.

At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. We invite you to learn more about what makes USI an exceptional place to work!

Unrivaled Resources and Support
The USI ONE Advantage® allows USI to deliver unique solutions to our clients. This value proposition provides unmatched growth and opportunity for our associates and, at its core, represents a significant investment in our people.

Unique Employee Programs and Deep Community Engagement
We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. Our annual community service initiative engages associates in hands-on regional service projects helping hundreds of thousands of people each year.

Industry-Leading Associate Rewards and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day.

Committed to a Diverse and Inclusive Work Environment  
USI values diversity and is committed to ensuring a fair, diverse, and inclusive work environment for all. Our diversity, equity and inclusion program, "I'm With U," advances these initiatives to champion our team members and the communities we serve.

Nationally Recognized as a Top Insurance Workplace

  • Recognized as one of Insurance Business America’s Top Insurance Employers for five consecutive years (2018-2022).
  • Named to Business Insurance’s annual list of the Best Places to Work in Insurance three years in a row (2020-2022).
  • Gold recipient, American Heart Association’s Workplace Health Achievement Index, three years in a row (2018-2021).
General Description: Provide oversight and implement the legal department’s operational initiatives. Support essential day-to-day needs of the corporate legal department. 

Identify and implement methods to improve department efficiency and productivity. Includes standardized reporting templates and KPI.  
Assess key department functions and recommend enhancements utilizing available technologies, including the department's matter management platform, Counsel Link and it's contract management system, Agiloft.
Responsible for Agiloft administration and maintenance. Includes user access updates, group permissions, clause library, print templates, metadata fields, covenant restriction periods, import data, and executed agreements.
Act as the liaison with IT, PMO, and project managers. Coordinate technology enhancements and resolve system related issues.
Partner with leadership team to develop and implement strategies/programs. Includes managing expenses, billing policies, and performance of outside counsel and other vendors.  
Oversee department playbooks, guidelines, and training. Includes facilitating annual compliance training for all employees.
Develop and implement the department’s communications architecture. Includes newsletters, announcements, and messages from leadership team. Develop cadence for regular intranet enhancements.
Finalize offer approvals for producers and executives in the recruitment/talent management system. 
Maintain employment agreements and closing documents in the contract management system
Create and maintain reports on the inventory of professional claims and litigation matters.   
Manage transfer to new data system for legal expenses and claim reporting. Includes interfacing with new vendor and other internal departments.   
Assist corporate attorney with M&A transaction closings, credit facility/indenture, and equity related transactions.
Respond to RFP and Market Management requests.
Complete initial review of carrier, intermediary and other commercial agreements. Verify acceptable contract conditions.
Manage annual conflict of interest disclosure process.
Coordinate with Risk Management on USI corporate annual insurance renewals. 

Knowledge, Skills and Abilities:
3-5 years of experience in a financial or professional services firm or legal department. Includes demonstrated growth and progression of responsibilities.
Bachelor’s degree in Finance, Operations Management, Business, or IT preferred.
Working knowledge of Microsoft Office suite, including Outlook, Word, PowerPoint, and Excel. 
Familiarity with legal technology solutions preferred. Includes contract management, e-Billing, and matter management (Counsel Link).  
Strong organizational, project management, and analytical thinking skills.
Ability to set priorities and multi-task in a fast-paced, team environment.
Ability to communicate effectively and promptly with internal clients.


Compensation & Benefits Information:

Salary Range: $90,000  - $110,000 

This is a bonus-eligible position with a target incentive of 5%

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.

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Notice to 3rd Party Recruiters

Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
Resumes submitted or candidates referred to USI Insurance Services by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of USI Insurance Services. The Company will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

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