Remote Excel Jobs in San Rafael, CA (NOW HIRING)

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 Litigation Operations Consultant, Projects & Technology – Remote!

Your Role:

Working under limited direction from Litigation leadership, the Litigation Operations Consultant, Projects & Technology oversees key areas of the legal operations function. This role owns moderately complex initiatives, supports department and division priorities, and contributes to process improvement and change management efforts.

Your Work:

Essential Functions / Principal Responsibilities

• Manage the litigation project portfolio, including triaging litigation ideas received through division intake and updating SharePoint and Jira according to company and division expectations through resolution.
• Apply project management and change management concepts to drive adoption of new processes, tools, and workflows.
• Identify operational gaps, risks, and improvement opportunities, and implement practical solutions.
• Drive and facilitate adoption of new and updated processes, workflows, tools, and vendor solutions to support consistent implementation and effective day-to-day use.
• Communicate effectively with attorneys, legal staff, litigation leadership, vendors, and business partners while safeguarding confidentiality.
• Schedule, prepare agendas for, and facilitate meetings related to projects and project portfolio management.
• Prepare reports, analyses, and presentations for leadership audiences.

Primary Responsibilities: Litigation Operations

• Partner with Claims Law and Subrogation Law leadership to facilitate discovery, document business needs, and translate operational requirements into actionable project, process, technology, and change initiatives.
• Coordinate project management activities across litigation operations, including facilitating monthly project meetings, tracking progress, helping prioritize work, and identifying and resolving roadblocks.
• Partner with internal stakeholders such as IT, strategic sourcing, facilities, finance, and other business functions to support cross-functional initiatives.
• Lead key litigation operations projects directly.

Required Experience, Education and Skills

• Bachelor’s degree in a related field, or an equivalent combination of education and relevant experience.
• Typically, a minimum of 8 years of relevant legal, legal operations, or litigation operations experience.
• Demonstrated experience managing operational functions and supporting cross-functional initiatives.
• Advanced knowledge of legal concepts, terminology, and procedures relevant to legal or litigation support functions.
• Strong understanding of law office and litigation office administration, facilities management, budgeting, purchasing, and legal technology.
• Working knowledge of legal operations, litigation operations, project management, financial management, and process improvement concepts.
• Demonstrated ability to manage people, prioritize competing demands, and operate with limited direction.
• Proven ability to analyze issues, develop solutions, and support implementation.
• Strong interpersonal, written, and verbal communication skills.
• Proficiency with Microsoft Word, Excel, and matter or case management systems; ability to prepare reports and analyses.
• Ability to lead meetings and collaborate across functions

What would make us excited about you?

• Litigation operations experience within a law firm, staff counsel organization, or insurance company.
• Experience supporting attorneys, paralegals, and legal support staff in a litigation environment.
• Paralegal certification or other relevant professional certifications.
• People leadership or supervisory experience preferred.
• Change management, project management and/or process improvement certification.
• Experience preparing presentations and documenting workflows using PowerPoint or similar tools.
• Knowledge of change management or project management methodologies.
• Experience supporting multiple law offices or geographically dispersed teams.
• Experience leading moderately complex projects involving multiple stakeholders.
• Actively shapes our company culture (e.g., supporting employee resource groups, mentoring employees, volunteering, joining cross-functional projects)
• Champions our cultural norms (e.g., willing to have cameras when it matters: helping onboard new team members, building relationships, etc.)
• Demonstrates a company ownership mindset, thinking beyond boundaries of their own area
• 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

Please note we are hiring for this role remote anywhere in the United States with the following exceptions: Hawaii and Alaska.

Why Choose a Career at CSAA IG?

At CSAA IG, we are a mission-driven organization proudly committed to empowering our members, our employees, and our communities to thrive.

Recognition: We offer a total compensation package, annual bonus eligibility for most roles, 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.csaainsurance.aaa.com/us/en/benefits.

Career Growth: We believe in growth for everyone. Here at CSAA IG, leaders and mentors partner with employees to align interests, unlock development opportunities, and support long‑term success.

Flexible Workplace: We embrace a remote-first culture through our Flexible Workplace. Most employees hold Home-Flex roles, working primarily from home, often with the flexibility to work from various locations including CSAA offices. Our flexible workplace empowers you to balance remote work with intentional in‑person moments that deepen connection and collaboration.

Inclusion and Belonging: An inclusive and welcoming workplace is the cornerstone of our success. By fostering an environment where people feel valued and heard, we deepen our ability to understand and meet the unique needs of our members. This strengthens innovation and enhances our products and services, giving us a competitive edge in the market.

Sustainability: As climate change leads to more frequent and severe weather events, we are taking bold action to build more resilient communities and reduce our environmental impact. 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.

CSAA is committed to providing reasonable accommodations to qualified applicants and employees with disabilities or other limitations. If you would like to request an accommodation to participate in the job application or interview process, please contact TalentAcquistion@csaa.com

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.

CSAA does not provide visa sponsorship for this role. Applicants must have authorization to work indefinitely in the US. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

CSAA Insurance Group is an equal opportunity employer.