Claims Consultant - Commercial Lines

Relation Insurance Services; Fresno (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

Relation Insurance Services in Fresno is seeking a Claims Consultant for Commercial Lines. The role is full-time, on-site in Metropolitan Fresno, handling claims from reporting to resolution and coordinating with carriers, adjusters, and clients.

You will review policy coverage, gather documentation, monitor reserves and settlements, and advise clients on claim strategies while ensuring compliance with procedures and regulations. This role supports client retention and service excellence.

Qualifications

• Candidates should have strong written and verbal communication to explain complex claim issues to clients and stakeholders.
• Experience in investigation, documentation review, and coordination with carriers and adjusters.
• End-to-end oversight of commercial claims, tracking progress and driving timely resolution.
• Knowledge of commercial lines products, policy language, and coverage interpretation.
• Experience with liability, property, and other commercial claim types.
• Bachelor's degree or equivalent in insurance, risk management, business, or related field; professional designations (e.g., AIC, ARM, CIC) are a plus.

Responsibilities

• Manage and coordinate commercial insurance claims from initial reporting through resolution.
• Review policy coverage and gather/analyze claim documentation.
• Liaise with carriers, adjusters, and clients; provide regular status updates.
• Advise clients on claim strategies and monitor reserves and settlements.
• Identify trends and risk improvement opportunities; maintain detailed claim files and reports.
• Collaborate with account managers and producers to support client retention and satisfaction; ensure compliance with procedures and regulations.

Skills

Communication skills

Claims handling

Claims management

Insurance knowledge

Claims expertise

Analytical skills

Education

Bachelor's degree or equivalent

Tools

Claim management software

Job description

Company Description

Relation Insurance Services is a relationship-driven insurance brokerage that combines the resources of a large firm with the personal feel of a family company. The organization focuses on building trust through active listening, understanding client challenges, and providing practical, tailored insurance solutions. Relation positions itself as a partner and teammate, helping clients connect the dots to make informed insurance decisions for both personal and professional needs. The company's mission is to help individuals, families, and organizations become healthier and safer by giving them greater control and clarity over their insurance programs.

Role Description

The Claims Consultant - Commercial Lines is a full-time, on-site role based in Metropolitan Fresno. This role is responsible for managing and coordinating commercial insurance claims from initial reporting through resolution, ensuring timely, accurate, and fair outcomes. The Claims Consultant will review policy coverage, gather and analyze claim documentation, liaise with carriers, adjusters, and clients, and provide regular status updates. Day-to-day tasks include advising clients on claim strategies, monitoring reserves and settlements, identifying trends and risk improvement opportunities, and maintaining detailed claim files and reports. The role also involves collaborating with account managers and producers to support client retention and satisfaction, while ensuring compliance with company procedures and industry regulations.

Qualifications

• Candidates should possess strong communication skills, including clear written and verbal communication and the ability to explain complex claim issues to clients and stakeholders.
• Candidates should possess claims handling skills, including investigation, documentation review, and coordination with carriers, adjusters, and other parties.
• Candidates should possess claims management skills, including end-to-end oversight of commercial claims, tracking progress, and driving timely resolution.
• Candidates should possess insurance knowledge, including familiarity with commercial lines products, policy language, and coverage interpretation.
• Candidates should possess insurance claims expertise, including experience with liability, property, and other commercial claim types.
• Relevant qualifications include prior experience in commercial insurance claims or brokerage, strong analytical and problem-solving abilities, and proficiency with claim and policy management software.
• Additional beneficial qualifications include a bachelor's degree or equivalent experience in insurance, risk management, business, or a related field, professional designations (e.g., AIC, ARM, CIC) and a commitment to client service and ethical practices.