Legal Operations Clerk - Hybrid

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Job Information

CSAA Insurance Group (CSAA IG), a AAA insurer, is one of the top personal lines property and casualty insurance groups in the U.S. Our employees proudly live our core beliefs and fulfill our enduring purpose to help members prevent, prepare for and recover from life\'s uncertainties, and we\'re proud of the culture we create together. As we commit to progress over perfection, we recognize that every day is an opportunity to be innovative and adaptable. At CSAA IG, we hire good people for a brighter tomorrow. We are actively hiring for a Legal Operations Clerk . Join us and support CSAA IG in achieving our goals.

Your Role : Provides general administrative support to the Legal Operations function.

Your Work :

Responsible for processing certifications received from Claims in a timely and efficient manner, ensuring accurate and prompt handling of all related documentation.

Assist with the onboarding of outside counsel firms, including coordinating meetings between the firm and the Managing Attorney, and drafting engagement letters following the meeting to formalize the terms of the engagement.

Monitors and coordinates responses to incoming emails to office / department mailbox(es).

Scans and distributes hard copy incoming mail not handled by the assigned Business Services Center (BSC), including files from digital media.

Handles outgoing mail requests, including certified mail and overnight services.

Processes approved vendor and outside counsel invoices for payment in claims administration system (CAS), ensuring accurate records of payments made, including manual checks and coordinating with others to resolve issues when needed.

Request addition of new vendors in CAS as needed.

Handles disposition of closed files, including preparation for offsite storage and scanning when needed and updating file records in matter management system.

Requests files from offsite storage, ensuring eventual return to offsite storage when needed and disposition updates in system when needed.

Helps maintain digital library and any onsite print titles.

Assists with ordering, delivery and / or set up of catering needs for onsite meetings and events.

Ensures shared spaces are orderly and well-stocked.

Monitors and maintains general supply levels, ordering office supplies for office or individual use when needed.

Prepares assigned workspaces for new hires and assists with onboarding.

Routing time-sensitive documents received by agent for service of process to designated recipients throughout the company.

Logging incoming records requests from multiple sources and routing to others for handling.

Required Experience, Education and Skills :

High school diploma or GED.

3 or more years of experience at a law office, corporate legal department, or comparable experience.

Experience with administrative tasks such as data entry, handling mail, monitoring emails, phone calls, drafting letters, setting up meetings, coordinating lunches, etc.

Proficient in Microsoft applications such as Outlook, Teams, OneDrive, Word, Excel, and PowerPoint.

Ability to work onsite in the Walnut Creek, CA office a minimum of 1 day per week, while also being able to flex to more days some weeks as needs arise.

Ability to lift up to 25 lbs. of office-related equipment and supplies.

What would make us excited about you?

Familiar with legal and insurance terminology and concepts.

Demonstrates a strong work ethic and dependability.

Excellent interpersonal, organizational, and communication skills.

Strong customer service skills and ability to maintain a positive working relationship with clients, attorneys, and support staff.

Knowledge of office procedures and office practices.

Comfortable working both independently and in a fast-paced team environment.

Performs a variety of tasks in a timely manner with a high degree of accuracy and attention to detail.

Demonstrated problem-solving and troubleshooting skills.

Communicates in an effective and professional manner verbally and in writing, with strong proofreading skills and attention to detail.

Comfortable making calls to and receiving calls from clients, vendors, attorneys, and claims adjusters and providing information with courtesy, diplomacy, and tact.

Strong computer skills.

Able to operate office equipment, including printers, scanners, copiers, postage machines, fax machines, and video conference technology.

Types accurately at a speed of at least 45 words per minute.

Experience with or ability to learn legal matter management systems, document management systems, claims administration systems, and court web sites–experience with TeamConnect, eDOCS and / or Guidewire a plus.

Experience with or ability to learn other legal and office applications, including Acrobat, HotDocs, Dropbox, and Courtroom Insight and / or similar programs.

Experience working with or ability to learn how to work with legal service providers, including filing services and process servers, records retrieval services, court reporting and deposition services, and independent medical examination providers.

Actively shapes our company culture (e.g., participating in employee resource groups, volunteering, etc.).

Lives into cultural norms (e.g., willing to have cameras when it matters : helping onboard new team members, building relationships, etc.).

Travels as needed for role, including divisional / team meetings and other in-person meetings.

Fulfills business needs, which may include investing extra time, helping other teams, etc.

CSAA IG Careers

At CSAA IG, we're proudly devoted to protecting our customers, our employees, our communities, and the world at large. We are on a climate journey to continue to do better for our people, our business, and our planet. Taking bold action and leading by example. We are citizens for a changing world, and we continually change to meet it.

Join us if you…

BELIEVE in a mission focused on building a community of service, rooted in inclusion and belonging.

COMMIT to being there for our customers and employees.

CREATE a sense of purpose that serves the greater good through innovation.

Recognition : We offer a total compensation package, performance bonus, 401(k) with a company match, and so much more! Read more about what we offer and what it is like to be a part of our dynamic team at https : / / careers.csaa-insurance.aaa.com / us / en / benefits

In most cases, you will have the opportunity to choose your preferred working location from the following options when you join CSAA IG : remote, hybrid, or in-person. Submit your application to be considered. We communicate via email, so check your inbox and / or your spam folder to ensure you don't miss important updates from us.

If a reasonable accommodation is needed to participate in the job application or interview process, please contact TalentAcquisition@csaa.com.

As part of our values, we are committed to supporting inclusion and diversity at CSAA IG. We actively celebrate colleagues' different abilities, sexual orientation, ethnicity, and gender. Everyone is welcome and supported in their development at all stages in their journey with us.

We are always recruiting, retaining, and promoting a diverse mix of colleagues who are representative of the U.S. workforce. The diversity of our team fosters a broad range of ideas and enables us to design and deliver a wide array of products to meet customers' evolving needs.

CSAA Insurance Group is an equal opportunity employer.

If you apply and are selected to continue in the recruiting process, we will schedule a preliminary call with you to discuss the role and will disclose during that call the available salary / hourly rate range based on your location. Factors used to determine the actual salary offered may include location, experience, or education.

Must have authorization to work indefinitely in the US.

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