Skip to content

Legal Case Specialist (2 ftes)

Job Category:

BPO / KPO / Shared Services

Job Level:


Open Date:




Close date:


Client Industry:


Job Description and Qualification:

Job Posting Description
Job Posting Description

Knowledge and Skills

o    Strong understanding of life insurance, annuity products or long term care John Hancock products preferred.

o    Familiarity with U.S. legal systems including legal terminology (e.g. estates), preferred.

o    Precise writing skills, excellent oral communicator.

o    Ability to analyze fact patterns and exercise good judgment.

o    Intellectually curious and the ability to “issue spot.”

Job Profile Description
Job Profile Description

Key Responsibilities

o    Review and appropriately handle legal documents, including powers-of-attorney; guardianships and conservatorships; trust instruments; probate appointments; third-party requests for information; and court orders.

o    Determine whether legal documents can be safely accepted by John Hancock in administering annuity contracts and fixed products.  In the event of non-acceptability, draft communications to customers and their legal representatives citing the defects and how they may be cured.

o    Research U.S. state and Canadian provincial laws governing powers-of-attorney, guardianships, and conservatorships.

o    Supervise and train business staff on legal and contractual issues on an as-needed basis.

o    Correspond and speak with stakeholders, including contract owners and participants, attorneys, beneficiaries, and financial advisors.

o    Revise and improve internal workflows in the handling of legal documents.

o    Identify and resolve latent, obscure and indistinct legal issues embedded within work queues; and escalate to legal counsel and management when appropriate.

o    Serve as point-of-contact for business staff on legal and contractual issues.

o    Prepares document files for review by legal counsel; draft email memoranda summarizing underlying facts.

o    Produce training materials and job aids for business staff.  Maintain document and template library.

o    Search customer data bases for responsive products upon receipt of subpoenas, restraining orders and other escalated legal process.  Restrict responsive products and escalate to legal counsel when appropriate.

o    Identify and provide feedback to management on operational trends, including complaints.