Business Operations Specialist I

Carolina Casualty is a member company of W. R. Berkley Corporation, an insurance holding company that is among the largest commercial lines insurance writers in the United States. We specialize in liability, physical damage, cargo, and other insurance solutions for the commercial auto markets, including trucking and public transportation. Our team tackles real, complex challenges for the people and businesses that keep America moving every day.

At Carolina Casualty, we live by three simple truths:

• Always do right. Integrity guides every decision we make.
• Everything counts; everyone matters. Every role, voice, and contribution shapes who we are.
• Embrace innovation and act responsibly. We challenge the status quo while remaining thoughtful and committed to our people, customers, and partners.

Responsibilities

• Provide administrative claims support, ensuring external and internal customers have an outstanding experience and de-escalating upset or frustrated customers.
• Take first notice of loss reports, accurately enter new loss information into the claim system, and route claims for assignment to the correct adjuster.
• Draft and send initial contact letters, gather policy documents, order police reports, and coordinate vendor assignments.
• Assist adjusters with SIU referrals, acknowledgment letters, and vendor payments.
• Draft correspondence such as underwriting advisories and client contact letters.
• Maintain data and update Excel worksheets.
• Process and attach mail, email, faxes, and physical evidence into the correct claim files, accurately labeling and categorizing them.
• Serve as the first level of contact for external customer service inquiries.
• Notify business partners by phone or email regarding messages, inquiries, and claims issues.
• Request W9 forms from vendors.
• Process expense and invoice payments.
• Post financial transactions such as salvage, subrogation, and deductible recoveries to the claim system.
• Prepare check attachments.
• Download claim files to CDs for attorney and suit assignments.
• Transfer data received via CD to the claim system.
• Prepare attorney assignment packets for lawsuits, including specific attachments, file copies, and mailing preparation.
• Transcribe recorded statements.
• Update and maintain on-call lists.
• Assist claim adjusters with administrative and clerical assignments.
• Perform other duties and projects as assigned.

Requirements

• Bachelor’s degree or some college preferred.
• Minimum of 2+ years of relevant experience.
• Self-motivated and results-oriented.
• Capable of working with internal and external teams and partners.
• Superior customer service skills.
• Positive attitude and professional demeanor.
• Strong computer skills, including proficiency in Excel and Outlook, with the ability to master multiple policy and claims systems.

We do not accept unsolicited resumes from external recruiting agencies or firms. Sponsorship is not offered for this role.