LEVEL 1 (LEGAL SECRETARY) - Performs job functions with moderate supervision

• Draft and/ or edit a variety of correspondence and other documentation, at the direction of the attorneys based upon requests from the applicable business department for attorney review, and legal assistance.
• Assist in preparation of Powerpoint slides for Board Meetings, and other presentations.
• Prepare and track a variety of reports that may include government filings, travel, expenses, continuing legal education, contract databases, co-branding partner list, federal rules & regulations, legal articles etc.
• Monitor Legal Ease proxy boxes and timely submit legal ease records for paralegal and attorney review. Work with the applicable submitter to ensure timely submission and tracking of marketing and other materials requiring regulatory submission.
• . Prepare, submit and track advertisement filings within the SERFF platform with the Department of Insurance and Financial Institutions (DIFI). .
• Follow contracts in the Archer contract management system through the entire contracting process, including assigning reviews to attorneys, assisting in preparation of attorney drafts, obtaining input from requesting departments, sending duplicate originals for signature and receiving signed originals for storage in files. .
• Maintain databases or similar systems to track the status of contracts, government filings or other projects as requested.
• Schedule a variety of meetings and arrange for travel accommodations for attorneys.
• Provide back-up as needed for department telephone, mail distribution, ordering supplies, filing and other miscellaneous office tasks.
• Interface with, other attorneys, state, regional and federal government agencies, the Blue Cross Blue Shield Association and a variety of other entities on a regular basis.
• Manage documents or projects, including file preparation and management, and compilation of notebooks, as assigned by attorneys
• Ensure confidentiality and control access to sensitive information.

Required Job Skills (All Levels)

• Intermediate skill in use of office equipment including copier, fax machine, scanner, and telephones
• Intermediate PC proficiency
• Proficiency in Microsoft Word, Excel, and Powerpoint
• Current knowledge of contract forms
• Intermediate skill in use of Archer contract management system, I-Manage file system, Legal Ease filing system, and SERFF.
• Required Professional Competencies (All Levels)
• Ability to draft correspondence and other legal documents with minimum supervision
• Maintain confidentiality and privacy
• Practice interpersonal and active listening to achieve high customer satisfaction and departmental communication standards
• Interpret and translate policies, procedures, programs and guidelines
• Capable of internet research
• Navigate, gather, input and maintain data records in multiple system applications
• Follow and accept instruction and direction
• Establish and maintain working relationships in a collaborative team environment

High-School Diploma or GED in general field of study (All Levels)