MBPS
financial services
LegalCaseSpecialist
Neural analysis suggests this role is
optimal for Entry candidates.
“Legal Case Specialist at MBPS. Skills: Legal Case Management, Legal Document Review, Legal Research, Compliance, Contractual Issues. managing and coordinating a broad range of complex yet structured legal cases. handling of legal and contractual issues related to individual contracts or policies, pension plans, and structured settlements”
What You'll Achieve.
ensuring cases are handled accurately, efficiently, and in compliance with internal procedures and applicable regulations; Improve internal workflows and identify operational trends, risks, and complaints to enhance legal document handling and controls
Industry & Context.
Ability to assess issues and resolve exceptions using judgment and prior experience
What They're Looking For.
Must Have
Bachelor’s degree in any discipline, Minimum of 2 years of relevant work experience in a legal, compliance, financial services, or related environment, Familiarity with the U. S. legal system, including legal terminology related to estates, trusts, powers of attorney, and court‑issued documents
Nice to Have
Excellent communication skills, attention to detail, organization, and documentation accuracy, Ability to assess issues and resolve exceptions using judgment and prior experience, understanding of long-term care, life insurance, and annuity experience with John Hancock products preferred
What You'll Do.
managing and coordinating a broad range of complex yet structured legal cases, handling of legal and contractual issues related to individual contracts or policies, pension plans, and structured settlements, Review, assess, and handle legal documents (e.
, powers of attorney, guardianships, trusts, court orders, subpoenas) related to annuity and fixed products, Determine document draft customer and attorney communications identifying defects and remediation steps when documents cannot be accepted, Research and apply U.
state and Canadian provincial laws governing POAs, guardianships, conservatorships, and related legal matters, Prepare case files, summaries, and memoranda for legal support subpoena and legal process responses through customer data research and product restriction, Improve internal workflows and identify operational trends, risks, and complaints to enhance legal document handling and controls.
How You'll Work.
Team & Collaboration
Serve as primary point of contact for business staff on legal and contractual escalate complex matters to legal counsel and management as needed; Supervise, train, and support business staff through job aids, training materials, and ongoing guidance on legal and contractual topics
Communication Scope
customer and attorney communications; communication skills
Full Job Description
_We’re looking for a**Legal Case Specialist** to join our GRC team at MBPS. In this role, you are responsible for managing and coordinating a broad range of complex yet structured legal cases such as but not limited to the handling of legal and contractual issues related to individual contracts or policies, pension plans, and structured settlements that require legal knowledge and judgment. The role supports legal operations by ensuring cases are handled accurately, efficiently, and in compliance with internal procedures and applicable regulations._ **Position Responsibilities:** * Review, assess, and handle legal documents (e.g., powers of attorney, guardianships, trusts, court orders, subpoenas) related to annuity and fixed products. * Determine document acceptability; draft customer and attorney communications identifying defects and remediation steps when documents cannot be accepted. * Research and apply U.S. state and Canadian provincial laws governing POAs, guardianships, conservatorships, and related legal matters. * Serve as primary point of contact for business staff on legal and contractual issues; escalate complex matters to legal counsel and management as needed. * Prepare case files, summaries, and memoranda for legal counsel; support subpoena and legal process responses through customer data research and product restriction. * Supervise, train, and support business staff through job aids, training materials, and ongoing guidance on legal and contractual topics. * Improve internal workflows and identify operational trends, risks, and complaints to enhance legal document handling and controls. **Required Qualifications:** * Bachelor’s degree in any discipline. * Minimum of 2 years of relevant work experience in a legal, compliance, financial services, or related environment. * Familiarity with the U.S. legal system, including legal terminology related to estates, trusts, powers of attorney, and court‑issued documents. **Preferred Qualifications:** * Exc
Applying for this Legal Case Specialist role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about MBPS?
Real rants from real employees. Read before you apply.