Legal Operations Clerk; Fresno – Hybrid

Job Title

Legal Operations Clerk (Fresno) – Hybrid

California – Home Teleworkers, Additional Locations

CSAA Insurance Group (CSAA IG), a AAA insurer, is a top personal lines property and casualty insurance group in the U.S. We help members prevent, prepare for and recover from life’s uncertainties. We are hiring for a Legal Operations Clerk to support the Legal Operations function and attorneys.

• Provides general administrative support to legal secretaries, paralegals, attorneys, and the Legal Operations function.
• 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.
• Handles outgoing mail requests, including certified mail and overnight services.
• Processes approved vendor and outside counsel invoices for payment in the Claims Administration System (CAS), ensuring accurate records of payments.
• Requests addition of new vendors in CAS as needed.
• Manages disposition of closed files, including preparation for off‑site storage and scanning.
• Requests files from off‑site storage and updates file records in the matter management system.
• Maintains the digital library and onsite print titles.
• Assists with ordering, delivery and setup 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 as needed.
• Prepares assigned work spaces for new hires and assists with onboarding.

• Litigation operations duties include:
  • Answering phone calls to the main office number.
  • Coordinating conference room reservations as needed.
  • Handling service calls for office equipment as needed.
  • Adding legal contact details to litigation knowledge management system for additional updates.
  • Downloading deposition transcripts and other records from vendor portals and uploading to matter in document management system.
  • Scanning hard copy legal documents and uploading to matters in document management system.
  • Preparing hard copy documents and digital files when requested, including reordering pages, Bates stamping, and redacting.
  • Assisting with incoming and outgoing file transfers via Dropbox, including transfer of digital files to outside counsel.
  • Other related projects and duties as assigned.
• Legal operations duties include:
  • 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.
  • Preparing certifications of insurance policies and other records.
  • Assisting with routine division and/or department communication.
  • Submitting approved invoices to A/P for payment via Coupa.
  • Generating claim prints and adding to litigation matters and combined PDFs when needed.
  • Other related projects and duties as assigned.
• Allowed to work onsite 2 or more days per week; remote/hybrid otherwise.
• Must live within reasonable commuting distance to the Fresno law office.

• High school diploma or equivalent.
• 3 or more years of experience at a law office, corporate legal department, or comparable setting.
• Familiarity with legal and insurance terminology and concepts.
• Strong work ethic and dependability.
• Strong customer service skills and ability to maintain positive relationships with clients, attorneys, and support staff.
• Comfortable working both independently and in a fast‑paced team environment.
• Ability to work onsite 2 or more days per week and virtually otherwise, prioritizing workload appropriately.
• Ability to lift up to 25 lbs of office‑related equipment and supplies.
• 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 effectively and professionally, with strong proofreading skills and attention to detail.
• Comfortable making and receiving calls from clients, vendors, attorneys, and claims adjusters with courtesy, diplomacy, and tact.
• Able to operate office equipment, including printers, scanners, copiers, postage…