Legal Operations e-Billing Specialist - Remote

CSAA Insurance Group, a AAA Insurer•Washington, DC

2d•Remote

About The Position

The Legal Operations Analyst I supports the day‑to‑day efficiency of the Claims Law Office and Corporate Law teams. This role works independently to manage and analyze litigation operations, e‑billing, records management, and legal technology initiatives. Building on the Legal Operations Specialist role, the Analyst takes on more complex analysis, drives process improvements, and partners cross‑functionally. The position may also serve as a team lead and requires strong judgment, discretion, and advanced analytical skills.

Requirements

Associate degree in Business Administration, Legal Studies, or a related field
2 years of experience in legal operations, business analysis, legal administration or comparable experience
Experience with and strong understanding of legal and insurance terminology and concepts
Familiar with the civil litigation lifecycle and principles and practices of legal document processing, filing and recordkeeping
Understanding of basic accounting principles, as well as excellent analytical skills
Demonstrates a strong work ethic and dependability
Strong customer service skills and ability to maintain a positive working relationship with clients, attorneys, and support staff
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
Sound judgment in balancing urgency, legal risk, and operational capacity
Superior problem-solving and troubleshooting skills
Skill in documenting procedures, identifying gaps, and improving workflows to increase efficiency and reduce risk
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, finance partners, claims team members, vendors and/or outside counsel firms and providing information with courtesy, diplomacy and tact
Proven experience with legal technology platforms, matter management systems, and document management tools
Intermediate or higher experience with Microsoft applications including Outlook, Teams, SharePoint, OneDrive, Word and Excel and beginner or higher experience with PowerPoint
Proven experience with other legal and office applications, including Acrobat, HotDocs, Dropbox and/or similar programs
Ability to serve as initial point of contact for escalations, resolving issues directly or elevating appropriately.
Working knowledge of electronic billing processes within a corporate legal department, including invoice submission, validation, approval workflows, and payment processing
Understanding of outside counsel billing guidelines, rate structures, alternative fee arrangements, and enforcement mechanisms within eBilling systems

Nice To Haves

experience with TeamConnect, iManage and/or Guidewire a plus
Bachelor’s degree in Business Administration, Legal Studies, or a related field.
5 or more years of experience in legal operations, business analysis, legal administration or comparable experience
eBilling role: Experience managing eBilling systems (e.g., TeamConnect, Legal Tracker, CounselLink, or similar) and outside counsel invoice processing within a corporate or insurance setting strongly preferred
Custodian of Records role: Experience responding to subpoenas or other legal requests for records within a corporate or insurance setting strongly preferred
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.

Responsibilities

Lead or assist in the implementation of new systems and tools to support evolving legal processes.
Collaborate with internal stakeholders and third parties to research and resolve operational or processing issues.
Coordinate cross-departmental projects to ensure timely completion of key initiatives.
Review, prioritize, and manage tasks and communications to ensure timely, accurate follow-up.
Apply critical thinking to analyze information and make sound recommendations for process improvements or issue resolution.
Perform other ad-hoc duties and special projects as assigned.
Oversee daily operations of the eBilling system, including invoice submission, review, validation, and approval workflows.
Manage onboarding and maintenance of outside counsel firms within the eBilling system, including handling rate submissions as required.
Serve as the primary point of contact for outside counsel and vendors regarding billing guidelines, invoice processing, and system troubleshooting.
Monitor eBilling queues, resolve exceptions, and escalate complex issues as necessary.
Partner with Legal Operations leadership to assess, enhance, and streamline billing processes and system functionality.
Maintain updated eBilling-related information on company and/or division intranet sties for others to reference as appropriate.
Ensure compliance with corporate billing guidelines and outside counsel engagement terms.
Facilitation of team and vendor meetings, including setting agendas, driving action items, and ensuring follow‑through.
Ability to manage day‑to‑day eBilling system operations, including monitoring queues, troubleshooting issues, and ensuring timely processing.
Ability to identify trends in billing inquiries or invoice adjustments and proactively recommend solutions.
Customer‑service orientation when responding to billing inquiries and resolving issues across multiple stakeholders.