Claims Consultant - Commercial Lines

Relation Insurance Services, Inc. - RISI; Fresno (CA); On-site; USD 78,000 - 135,000; Full time

Benefits offered by this job

401K

Paid time off

Paid holidays

Employee assistance programs

Family health and wellness programs

Job summary

Relation Insurance Services in Fresno, CA seeks a Claims Consultant to support commercial claims administration and serve as a knowledgeable contact for clients, carriers, and service partners.

You will coordinate with Producers and Account Managers, process claims documents, and advocate for client coverage interests while maintaining accurate records and leveraging technology for efficient workflows.

Qualifications

• High school diploma or equivalent is required.
• 5+ years of experience in property and casualty claims processing.
• Excellent verbal and written communication with a client-focused approach.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong organizational skills and attention to detail.

Responsibilities

• Manages incoming calls and inquiries related to commercial lines of business, providing timely, accurate, and professional responses.
• Completes and processes claims-related documentation in a timely and compliant manner.
• Works directly with Producers and Account Managers to provide necessary claim details, updates, and supporting information.
• Acts as an advocate for client coverage interests throughout the claims management process.
• Coordinates communication between clients and carriers to facilitate efficient claim handling and resolution.
• Reviews claim activity and documentation to identify issues, gaps, or follow-up needs and escalates as appropriate.
• Explores risk control or loss mitigation opportunities through coordination with external vendors or internal resources.
• Provides input and recommendations related to departmental processes, workflows, or service delivery improvements.
• Maintains accurate, organized, and up-to-date claim files and records in applicable systems.
• Effectively utilizes available technology and tools, including emerging and AI-enabled solutions, to support efficient workflows, accuracy, and a positive client service experience.
• Special projects and other duties as assigned.

Skills

Client focus

Communication skills

Multitasking

Attention to detail

Confidentiality

Education

High school diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Job description

WHAT WE'RE LOOKING FOR

The Claims Consultant supports clients through a range of internal and external resources to ensure a smooth, responsive, and effective commercial claims administration experience. The individual in this role serves as a knowledgeable point of contact for commercial claims activity, partners closely with Producers and Account Managers, and helps coordinate communication and documentation between clients, carriers, and service partners.

A GLIMPSE INTO YOUR DAY

• Manages incoming calls and inquiries related to commercial lines of business, providing timely, accurate, and professional responses.
• Completes and processes claims-related documentation in a timely and compliant manner.
• Works directly with Producers and Account Managers to provide necessary claim details, updates, and supporting information.
• Acts as an advocate for client coverage interests throughout the claims management process.
• Coordinates communication between clients and carriers to facilitate efficient claim handling and resolution.
• Reviews claim activity and documentation to identify issues, gaps, or follow-up needs and escalates as appropriate.
• Explores risk control or loss mitigation opportunities through coordination with external vendors or internal resources, as applicable.
• Provides input and recommendations related to departmental processes, workflows, or service delivery improvements.
• Maintains accurate, organized, and up-to-date claim files and records in applicable systems.
• Effectively utilizes available technology and tools, including emerging and AI-enabled solutions, to support efficient workflows, accuracy, and a positive client service experience.
• Special projects and other duties as assigned.

WHAT SUCCESS LOOKS LIKE IN THIS ROLE

• High school diploma or equivalent.
• 5 years of experience in property and casualty claims processing.
• Strong knowledge of commercial claims administration processes and terminology.
• Excellent verbal and written communication skills with a client-focused approach.
• Demonstrated ability to manage multiple priorities and work effectively in a fast-paced environment.
• Strong organizational skills and attention to detail.
• Ability to build effective working relationships with clients, carriers, Producers, and internal teams.
• Proficiency in Microsoft Word and Excel; ability to learn new systems and software applications.
• Commitment to confidentiality and professional standards.

WHY CHOOSE RELATION?

• Competitive pay.
• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
• Career advancement and development opportunities.

Note: The above is not all encompassing of the full position description.

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

$78,000.00 - $135,000.00

Relation Insurance Services is a North American insurance brokerage that offers business insurance, Employee Benefits, Personal Insurance, Retirement Services, and Risk-management through our family of brands across the United States. More importantly, we're a team of experienced professionals who genuinely care. Whether it's for you, your family, or your business/organization, we want to be the relationship you trust for answers to your questions, solutions for your insurance needs, and peace of mind for your future.