Legal Operations Clerk - Hybrid

Thank you for considering opportunities with us!

R7947 Legal Operations Clerk
- Hybrid (Open)

Walnut Creek, California

CSAA Insurance Group (CSAA IG), a AAA insurer, is one of the leading personal lines property and casualty insurance groups in the United States. Here, every employee shapes our mission. We build innovative, human-centered solutions that help AAA members prevent, prepare for, and recover from life's uncertainties. You will join a collaborative, inclusive culture where your strengths have room to grow and your ideas can drive real impact.

Step into a role where you can contribute to our shared success through meaningful work.

We are actively hiring for a Legal Operations Clerk
- Hybrid!

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

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

• High school diploma or GED.
• 0-3 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, One Drive, Word, Excel, and PowerPoint.
• Ability to work onsite in the Walnut Creek, CA office a minimum of 2 days 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.

• 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 Team Connect, eDOCS, iManage, and/or Guidewire a…