Jonathan Kaplan
Folsom
Summary
Hardworking and detail-oriented legal specialist with 6 years of experience in legal research, drafting, and project management in the healthcare setting. Proficient in regulatory and statutory interpretation, with expertise in California Knox-Keene Act, Insurance Code, and Federal Code of Regulations. Proven ability to prioritize multiple projects and support a team of attorneys, as well a compliance business groups. Possess a Juris Doctor degree and a Bachelor of Arts in Psychology.
Dynamic Legal Specialist with experience in analysis and processing of legal documents and requests in alignment with operating procedures. Effective in research and collection of complex information, escalating specific requests and supporting timely responses regarding assigned cases. Adept in proper use of various administrative and legal systems, including Lexis, Westlaw, Bloomberg Law, Microsoft Teams and Microsoft Sharepoint.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Legal Specialist
Elevance Health
01.2018 - 02.2024
- Supervisor: Terry German, Executive Counsel for CA Regulatory Affairs
- Creation and implementation of written compliance policies for multiple business groups based on statutory and regulatory interpretation as well as referencing All Plan Letters (APLs) from the California regulatory bodies
- Regulatory body correspondence (California Department of Manage Health Care; California Department of Insurance)
- Drafting responses and filings for the Department of Managed Health Care and Department of Insurance
- Legal point of contact (and SME) for Elevance's California Language Assistance Program, Nationwide Emergency Member Disaster Program, specific sub-delegation agreements, Grievance and Appeals oversight, Compliance oversight, Medicare/Medicaid Advertisement compliance, and a myriad of related tasks and business groups
- Microsoft Sharepoint database management and retention for Plan filings, as relating to the Department of Managed Health Care and Department of Insurance
- Legal research, legal interpretation, and drafting to support attorneys across the 14 Elevance Blue states
- Experience with California Public Records Acts and Sunshine Act requests
- Conducting and tracking compliance efforts for my business groups, as well as bill tracking to ensure internal policies as being up-to-date
- Consulting with California executive counsel and C-suite executives to further business goals and ensure proper enacting of company policy
Law Clerk
The Sieving Law Firm, A.P.C.
10.2017 - 01.2018
- Job Type: 40 hours per week, Full-Time
- Supervisor: Rick Sieving, Esq.
- Legal research
- Trial preparation
- Drafting of legal memos, briefs, and motions
- Extensive discovery work performed
- Co-author of Appellate briefs
- Expert witness procurement
Administrative Assistant
MRK Investments
09.2016 - 09.2017
- Job Type: 40 hours per week, Full-Time
- Supervisor: Mark Kaplan
- Property management
- Contractor oversight
- Contract management
- General bookkeeping
- Contract Abstraction
- Liaison between clients and Principal
Law Clerk
Fried & Williams LLP
05.2015 - 05.2016
- Job Type: 35 hours per week, Part-Time
- Supervisor: Clifford Fried
- Legal research and writing
- Drafting of motions, pleadings, and discovery
- Filings for litigation in State court and administrative agencies
- Managing landlord-tenant buyout agreements from start to finish
- Trial support and trial attendance
- Court and Client Correspondence
Legal Extern / Law Clerk
Zacks, Freedman and Patterson PC
12.2014 - 05.2015
- Job Type: 30 hours per week, Part-Time
- Supervisor: Ryan Patterson
- Real estate, land use, zoning, appellate/complex law
- Legal research, writing, drafting
- Managing client and court correspondences
- Attending and participating in administrative hearings on behalf of clients
- Zoning review and application to properties as relevant to caseload
- Filing documents with administrative agencies
Judicial Extern
US District Court Eastern District of CA
05.2014 - 09.2014
- Job Type: 40 hours per week, Full-Time
- Supervisor: Eric Martinez
- De novo review of pending cases in the Federal Court, and drafting of judicial opinions
- Drafting judgments and correspondences for approval by Magistrate Judge Edmund F. Brennan
- Attending motion hearings and criminal proceedings as required to assess case work
- Reviewing evidence related to workers compensation, social security, and motions to the court
Crisis Counselor
Wellspace Health, Inc
02.2012 - 06.2013
- Job Type: 28 hours per week, Part-Time
- Supervisor: Liseanne Wick, lwick@wellspacehealth.org
- Suicidality/Lethality assessment for callers
- Attempt to deescalate the mental state of individuals experience crisis or suicidal thoughts
- Creation of a "safe plan" for callers to help prevent harmful activities
- Mandatory reporting for abuse
- Involving local authorities depending on the severity of the caller's crisis or mental state
- Maintenance of resource database
Associate Manager
Officemax
02.2009 - 07.2011
- Job Type: 30 hours per week, Part-Time
- Supervisor: Thomas McGrann
- Customer Service
- Ensuring freight properly unloaded and accounted for
- Cashier and front-end service
- Maintaining store image and cleanliness
Education
Juris Doctor -
University of San Francisco School of Law
San Francisco, CA05.2016
Bachelor of Arts - Psychology
California State University
Sacramento, CA05.2013
Skills
- Project coordination
- Regulatory oversight (6 years)
- Legal Drafting
- Lexis Nexis, Westlaw, Bloomberg (legal research tools)
- Document management
- Document review
- Confidential information
- Legal writing
- Legal support
- Legal analysis
- Database administration
- Managed Health Care
- Regulatory compliance
Accomplishments
Over the course of my 6 years with Elevance Health, I was able to collaborate with my compliance counterparts to completely overhaul and revamp the California Language Assistance Program into a state of compliance.
In addition to this, no program that I managed or oversaw received a fine from the California regulatory bodies during my tenure.
Certification
Driver's License
Publications
- All About Buyouts
- Https://www.sfaa.org/Public/Magazine/01_2016/All_About_Buyouts.aspx
- January 2016
- Co-Author of article for the San Francisco Apartment Association interpreting, speculating on, and providing guidance for ordinance changes pertaining to tenant buyout agreements in San Francisco.
Languages
English
Full Professional
Timeline
Legal Specialist
Elevance Health
01.2018 - 02.2024
Law Clerk
The Sieving Law Firm, A.P.C.
10.2017 - 01.2018
Administrative Assistant
MRK Investments
09.2016 - 09.2017
Law Clerk
Fried & Williams LLP
05.2015 - 05.2016
Legal Extern / Law Clerk
Zacks, Freedman and Patterson PC
12.2014 - 05.2015
Judicial Extern
US District Court Eastern District of CA
05.2014 - 09.2014
Crisis Counselor
Wellspace Health, Inc
02.2012 - 06.2013
Associate Manager
Officemax
02.2009 - 07.2011
Bachelor of Arts - Psychology
California State University
Juris Doctor -
University of San Francisco School of Law
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