Kellie DiDia
Newport Beach
Summary
Professional Legal Counsel with 12 years of experience in advising company leaders and decision-makers on important legal matters. Accomplished in project management, leadership and team collaboration. Innovative in creatively solving problems while applying deep knowledge of laws and regulations.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Counsel, Office of General Counsel
Pacific Life Insurance Company
05.2017 - Current
- Review and facilitate international reinsurance funding transactions, longevity and pension risk transfer.
- Prepare and file Agreements for Pacific Life Reinsurance parties located in the UK, Singapore, Australia, Bermuda, Canada, and the United States (US).
- Draft and review contract and licensing agreements, rescission letters, claims and benefit forms.
- Draft and review International Data Transfer Agreements for transfers of Personally Identifiable Information from the UK to the US under General Data Protection Regulation requirements and draft US data security provisions.
- Assist Procurement in drafting, reviewing, and negotiating a variety of agreements such as vendor agreements, purchase agreements, master service agreements, non-disclosure agreements, IT agreements, consulting agreements, and professional service agreements, statements of work, and letters of intent,
- Experience in reviewing/negotiating technology contracts, including SaaS, Cloud, and on premises agreements,
- Worked alongside Treasury on Stable Value Fund contracts and product offerings, including drafting and reviewing template contracts, statements of variability, and plans of operations.
- Engage with state regulators and manage relationships with regulatory bodies, including the Nebraska Department of Insurance, file intercompany agreements, and maintain compliance of other regulatory filings.
- Work closely with government relations team to inform them of industry issues and stay abreast of legislative issues.
- Head of State Tax Withholding for all divisions (Institutional and Consumer Markets),
- Review structured settlements for acceptability.
- Led litigation matters in reinsurance including oversight of outside counsel and expert witnesses, budgeting, reviewing legal briefs, negotiations, managing discovery, and keeping the Executive Leadership Team updated.
- Routinely research legal issues that relate to the company in privacy, tax, antitrust, regulatory and compliance.
- Collaborated with cross-functional teams to ensure timely resolution of complex legal matters.
Consultant, Advanced Designs Unit
Pacific Life Insurance Company
08.2011 - 05.2017
- Provided advanced case design service to attorneys, CPAs, life insurance producers, recruiters and wholesalers
- Frequent presenter for continuing education seminars on various advanced sales designs for financial organizations
- Developed technical advanced sales materials including client brochures, producer guides, pocket guides, case studies, continuing education PowerPoint presentations, blogs, and Field News articles
- Subject Matter Expert in taxation, business continuation, executive benefits, retirement planning, ERISA, common law and public policy of insurable interest laws, and Company’s financial underwriting guidelines, products, and riders.
Legal Intern
VSP Vision Care
05.2009 - 08.2009
- Analyzed statutes and regulations relevant to specific vision benefits, processes, and structure.
Legal Intern, Corporate Finance
Charlton’s Solicitors
05.2008 - 08.2008
- Coordinated due diligence efforts and reviewed documents in connection with cross-border acquisitions.
Skills
- Insurance Law
- Reinsurance
- Estate, Retirement, and Executive Benefits
- Corporate Transactions
- Procurement
- Litigation Support
- Legal Compliance
- Estate Planning
- Contract Drafting and Negotiation
- Legal Research
- Product Tax
Accomplishments
- Company elected representative for State Tax for ACLI (American Council of Life Insurance)
- Cultural Ambassador Member
- Volunteer with Pacific Life Foundation
Certification
Admitted to practice in California:
- State Court;
- Central, Southern, and Northern District Federal Courts.
Education
- LL.M, Thomas Jefferson School of Law, San Diego, CA, March 2017
- J.D., Pepperdine University School of Law, Malibu, CA, May, 2010
- Bachelor of Science in Public Relations and Journalism, Pacific Union College, Napa, CA
- Bachelor of Arts in Spanish Language and Literature, Pacific Union College, Napa, CA
Languages
Spanish
Full Professional
Affiliations
- Volunteer with beach clean-ups, food banks, marine mammal center and animal shelters
- Taught 5th and 6th grades in Lima, Peru
- Enjoy travelling to new places
Timeline
Counsel, Office of General Counsel
Pacific Life Insurance Company
05.2017 - Current
Consultant, Advanced Designs Unit
Pacific Life Insurance Company
08.2011 - 05.2017
Legal Intern
VSP Vision Care
05.2009 - 08.2009
Legal Intern, Corporate Finance
Charlton’s Solicitors
05.2008 - 08.2008
Similar Profiles
Carrie BoubackCarrie Bouback
Senior Compliance Analyst at Pacific Life Insurance CompanySenior Compliance Analyst at Pacific Life Insurance Company
Joycelyn GoodmanJoycelyn Goodman
Customer Service Specialist I at Pacific Life Insurance CompanyCustomer Service Specialist I at Pacific Life Insurance Company
Michael WongMichael Wong
Application Developer at Pacific Life Insurance CompanyApplication Developer at Pacific Life Insurance Company
Lauren WieckhorstLauren Wieckhorst
Senior Wholesaler Support Specialist/Concierge Desk Associate II at Pacific Life Insurance CompanySenior Wholesaler Support Specialist/Concierge Desk Associate II at Pacific Life Insurance Company
Donovan RommelDonovan Rommel
Infantry Officer at United States ArmyInfantry Officer at United States Army