Summary

The Paralegal will oversee claims tracking, litigation reporting, and legal spend management. This role is responsible for monitoring claims, ensuring timely reporting, managing legal invoices, and providing support to the legal and risk/litigation management teams. The ideal candidate will have experience in claims administration, litigation support, legal billing and superior communication skills to ensure timely internal reporting to internal stakeholders (including the legal, investment, development, and asset management teams). The ideal candidate should be able to navigate complex organizational structures and have experience with professional liability, construction and/or corporate claims/litigation. This position offers an excellent opportunity for a proactive paralegal to contribute to legal operations, financial oversight, and risk management within a dynamic legal team.

Key Responsibilities

Claims Tracking & Reporting:

Track, monitor, and maintain records of pre-suit claims, litigation, disputes, and regulatory matters.

Ensure timely reporting of claims by operators, to insurers, internal stakeholders, and external counsel.

Maintain quarterly reports system.

Assist in gathering and organizing documentation to streamline the claims process.

Coordinate with operators, internal teams, insurance carriers, third-party administrators (TPAs), and external counsel regarding claim status, reporting obligations, and deadlines.

Legal Spend Management:

Review and analyze legal invoices to ensure compliance with billing guidelines and approved budgets.

Track and report on legal expenses, identifying trends and cost-saving opportunities.

Collaborate with internal stakeholders on budget forecasts and accruals.

Work with external counsel, insurers, and TPAs to ensure proper invoice submission and dispute resolution when necessary.

Litigation & Risk Support:

Maintain and update litigation case files, docketing/claims management systems, and legal databases.

Assist with document production, discovery responses, pleadings, and overall case management.

Assist internal and external counsel in preparing for depositions and mediations.

Assist with research and review of corporate entities involved in litigated matters.

Support attorneys with preparing reports, presentations, and risk assessments.

Assist in counsel selection process and related administrative tasks.

Ensure compliance with company policies, legal holds, and regulatory requirements.

Provide occasional administrative assistance to supervising attorneys.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of this employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Minimum Requirements

Associate's or Bachelor's degree in Legal Studies, Business, or related field; Paralegal Certification preferred.

Minimum 3-5 years of experience in claims management, litigation support, or legal billing.

Proficiency in legal billing platforms (e.g., Serengeti), Microsoft Office Suite, and case management systems.

Attention to Detail: Strong ability to track and manage multiple claims and legal expenses with accuracy. Ability to multi-task in a fast-paced environment.

Analytical Thinking: Ability to review and assess legal invoices, budgets, and cost trends.

Communication: Excellent verbal and written communication skills to collaborate with internal teams, business partners, external counsel, and insurance providers.

Preferred Qualifications:

Welltower Inc.

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