Transamerica
Senior Counsel Insurance Agency
Transamerica, Philadelphia, Pennsylvania, United States, 19102
Senior Counsel
The Senior Counsel will provide legal counsel on a variety of matters associated with the marketing and distribution of insurance products and operating an insurance agency. Responsibilities Provide legal advice and support regarding the marketing and sale of insurance products primarily through a retail field force of independent contractor insurance agents. Prepare, review, and negotiate legal contracts, documents and agreements, such as selling agreements, distribution agreements, and agent agreements. Along with other legal and compliance staff, support the agency in pre-litigation, litigation, and regulatory examinations and investigations and represent the agency to its regulators. Collaborate with compliance staff in the drafting of policies and procedures and reviewing sales, advertising, and marketing materials, incentive programs, sales contests, and field compensation plans. Monitor, review, and interpret applicable and proposed state and federal guidance, laws, rules and regulations related to the distribution of insurance products and insurance agencies. Work on complex legal issues where analysis requires identification and evaluation of multiple factors. Participate in departmental and cross-functional working groups in identified areas of legal expertise. Required Qualifications JD from an accredited law school Licensed or otherwise eligible to practice in-house in the US At least 5 years of experience as an attorney, including experience in the US life insurance industry Ability to effectively communicate, both in writing and orally, with the intended audience Ability to exercise sound judgment in a fast-paced environment Ability to exercise agility and adaptability in providing legal advice Comfortable in a rapidly changing corporate environment Proficient using MS Office Good organizational and project management skills and able to work autonomously and manage multiple priorities Action oriented with ability to prioritize workload with high degree of accuracy and attention to detail Working Conditions Hybrid office environment Occasional travel to other locations in the US and/or Canada What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave
fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program College Coach Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe. It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
The Senior Counsel will provide legal counsel on a variety of matters associated with the marketing and distribution of insurance products and operating an insurance agency. Responsibilities Provide legal advice and support regarding the marketing and sale of insurance products primarily through a retail field force of independent contractor insurance agents. Prepare, review, and negotiate legal contracts, documents and agreements, such as selling agreements, distribution agreements, and agent agreements. Along with other legal and compliance staff, support the agency in pre-litigation, litigation, and regulatory examinations and investigations and represent the agency to its regulators. Collaborate with compliance staff in the drafting of policies and procedures and reviewing sales, advertising, and marketing materials, incentive programs, sales contests, and field compensation plans. Monitor, review, and interpret applicable and proposed state and federal guidance, laws, rules and regulations related to the distribution of insurance products and insurance agencies. Work on complex legal issues where analysis requires identification and evaluation of multiple factors. Participate in departmental and cross-functional working groups in identified areas of legal expertise. Required Qualifications JD from an accredited law school Licensed or otherwise eligible to practice in-house in the US At least 5 years of experience as an attorney, including experience in the US life insurance industry Ability to effectively communicate, both in writing and orally, with the intended audience Ability to exercise sound judgment in a fast-paced environment Ability to exercise agility and adaptability in providing legal advice Comfortable in a rapidly changing corporate environment Proficient using MS Office Good organizational and project management skills and able to work autonomously and manage multiple priorities Action oriented with ability to prioritize workload with high degree of accuracy and attention to detail Working Conditions Hybrid office environment Occasional travel to other locations in the US and/or Canada What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave
fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program College Coach Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe. It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.