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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.
