Corporate Legal Counsel

Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.

WHAT WE’RE LOOKING FOR

The Corporate Legal Counsel supports the Company’s day-to-day business operations including matters related to contracts, regulatory compliance, dispute management, and other legal matters as assigned.

A GLIMPSE INTO YOUR DAY

Provides practical, solution-oriented legal counsel on a broad range of corporate and commercial matters, balancing business objectives, regulatory compliance, and legal risk.

Drafts, reviews, and negotiates a wide range of commercial contracts and other legal documents.

Researches and advises on compliance with laws, regulations, contractual requirements, industry standards, organizational documents, company policies, and lender requirements.

Manages and resolves contract disputes, subpoena responses, regulatory inquiries, and complaints. Supports litigation and other dispute resolution matters as needed.

Conducts legal research and analysis on issues related to business operations and broader corporate matters (e.g., insurance licensing, real estate, employment, corporate governance, intellectual property, marketing, mergers and acquisitions, regulatory compliance, data privacy, AI governance).

Contributes to the development and continuous improvement of legal processes, templates, and contract playbooks.

Utilizes the Company’s contract lifecycle management (CLM) system and ensures the proper execution and storage of legal documents.

Performs other projects, duties, and tasks, as assigned.

ADDITIONAL AREAS OF FOCUS

Support s the development and management of the Company’s regulatory compliance program for its insurance brokerage and registered investment advisory (RIA) operations , ensuring adherence to applicable laws , regulations, and standards, including HIPAA, Medicare marketing and sales, TCPA, CAN-SPAM Act, federal securities laws and regulations , AI governance, and privacy and information security laws and regulations (e.g., GLBA , GDPR, CCPA, NYDFS).

Assists with oversight and facilitation of the Company’s regulatory compliance activities (e.g., risk assessments, policy and procedure development and updates, internal audit support, regulatory filings, employee training oversight , third-party vendor compliance monitoring, and incident response and remediation ) .

WHAT SUCCESS LOOKS LIKE IN THIS ROLE

Juris Doctorate degree from an ABA-accredited law school.

Active license to practice law and admission to at least one state bar maintained in good standing.

Minimum 3 years of experience as a practicing attorney with demonstrated experience aligned to the responsibilities of this role.

Previous law firm experience preferred.

Insurance industry experience preferred. Regulatory compliance advisory experience (e.g., HIPAA, Medicare) preferred.

Familiarity with privacy and information security laws, regulations, and standards (e.g., HIPAA, GLBA, GDPR, CCPA, NYDFS) preferred.

Knowledge of the Investment Advisers Act of 1940 and related regulations governing SEC-registered investment advisers a plus.

Experience utilizing a CLM system (e.g., Conga CLM) a plus.

Strong verbal and written communication skills with the ability to provide clear legal advice to diverse audiences.

Sound legal and business judgment.

Detail-oriented with a focus on accuracy.

Effective collaborator with strong interpersonal and problem-solving skills.

Adaptable and willing to engage in a wide range of legal matters.

Skilled at managing high volumes of concurrent, often competing, priorities.

Effective working independently and in a team environment.

Committed to the highest standards of ethics, integrity, professionalism, confidentiality, and data security.

WHY CHOOSE RELATION?

Competitive pay.

A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.

Career advancement and development opportunities

Note : The above is not all encompassing of the full position description.

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

$110,000.00 - $180,000.00

WHO WE ARE

Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.

WHAT WE’RE LOOKING FOR

The Corporate Legal Counsel supports the Company’s day-to-day business operations including matters related to contracts, regulatory compliance, dispute management, and other legal matters as assigned.

A GLIMPSE INTO YOUR DAY

Provides practical, solution-oriented legal counsel on a broad range of corporate and commercial matters, balancing business objectives, regulatory compliance, and legal risk.

Drafts, reviews, and negotiates a wide range of commercial contracts and other legal documents.

Researches and advises on compliance with laws, regulations, contractual requirements, industry standards, organizational documents, company policies, and lender requirements.

Manages and resolves contract disputes, subpoena responses, regulatory inquiries, and complaints. Supports litigation and other dispute resolution matters as needed.

Conducts legal research and analysis on issues related to business operations and broader corporate matters (e.g., insurance licensing, real estate, employment, corporate governance, intellectual property, marketing, mergers and acquisitions, regulatory compliance, data privacy, AI governance).

Contributes to the development and continuous improvement of legal processes, templates, and contract playbooks.

Utilizes the Company’s contract lifecycle management (CLM) system and ensures the proper execution and storage of legal documents.

Performs other projects, duties, and tasks, as assigned.

ADDITIONAL AREAS OF FOCUS

Support s the development and management of the Company’s regulatory compliance program for its insurance brokerage and registered investment advisory (RIA) operations , ensuring adherence to applicable laws , regulations, and standards, including HIPAA, Medicare marketing and sales, TCPA, CAN-SPAM Act, federal securities laws and regulations , AI governance, and privacy and information security laws and regulations (e.g., GLBA , GDPR, CCPA, NYDFS).

Assists with oversight and facilitation of the Company’s regulatory compliance activities (e.g., risk assessments, policy and procedure development and updates, internal audit support, regulatory filings, employee training oversight , third-party vendor compliance monitoring, and incident response and remediation ) .

WHAT SUCCESS LOOKS LIKE IN THIS ROLE

Juris Doctorate degree from an ABA-accredited law school.

Active license to practice law and admission to at least one state bar maintained in good standing.

Minimum 3 years of experience as a practicing attorney with demonstrated experience aligned to the responsibilities of this role.

Previous law firm experience preferred.

Insurance industry experience preferred. Regulatory compliance advisory experience (e.g., HIPAA, Medicare) preferred.

Familiarity with privacy and information security laws, regulations, and standards (e.g., HIPAA, GLBA, GDPR, CCPA, NYDFS) preferred.

Knowledge of the Investment Advisers Act of 1940 and related regulations governing SEC-registered investment advisers a plus.

Experience utilizing a CLM system (e.g., Conga CLM) a plus.

Strong verbal and written communication skills with the ability to provide clear legal advice to diverse audiences.

Sound legal and business judgment.

Detail-oriented with a focus on accuracy.

Effective collaborator with strong interpersonal and problem-solving skills.

Adaptable and willing to engage in a wide range of legal matters.

Skilled at managing high volumes of concurrent, often competing, priorities.

Effective working independently and in a team environment.

Committed to the highest standards of ethics, integrity, professionalism, confidentiality, and data security.

WHY CHOOSE RELATION?

Competitive pay.

A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.

Career advancement and development opportunities

Note : The above is not all encompassing of the full position description.

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

$110,000.00 - $180,000.00About Relation Insurance

Relation Insurance Services is a North American insurance brokerage that offers business insurance, Employee Benefits, Personal Insurance, Retirement Services, and Risk-management through our family of brands across the United States. More importantly, we’re a team of experienced professionals who genuinely care. Whether it’s for you, your family, or your business / organization, we want to be the relationship you trust for answers to your questions, solutions for your insurance needs, and peace of mind for your future.

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