Relation Insurance Services · 1 day ago
Claims Consultant, High Net Worth - Personal Lines
California, United States
Full-time
Onsite
Mid, Senior Level
$83K/yr - $100K/yr
5+ years expRelation Insurance is a leading, innovative company committed to delivering cutting-edge solutions to clients. The Personal Lines High Net Worth Claims Consultant serves as a trusted advisor, providing claims advocacy and management for high-net-worth clients, ensuring optimal claim outcomes and exceptional service.
FinanceConsultingWellnessHuman ResourcesProperty & Casualty InsuranceEmployee BenefitsFinancial ServicesInsuranceRetirement
Responsibilities
Serves as the primary claims point of contact for high‑net‑worth personal lines clients
Provides proactive guidance throughout the full claims lifecycle, from first notice of loss through resolution and recovery
Advocates on behalf of clients with carriers and adjusters to ensure fair, timely, and accurate claim handling
Reviews coverage, endorsements, and policy terms to support claim strategy and client education
Assists clients with complex or sensitive claims involving high‑value homes, scheduled property, fine art, jewelry, collectibles, watercraft, and specialty risks
Delivers a concierge‑level service experience with a high degree of professionalism, discretion, and empathy
Communicates clearly and proactively with clients regarding claim status, expectations, and next steps
Coordinates vendors, experts, and restoration services as needed to support claim resolution
Supports clients during catastrophic or emotionally charged loss events with confidence and care
Partners closely with Personal Lines Risk Advisors, Account Managers, and Risk Consultants to align claims activity with overall client strategy
Identifies trends, coverage gaps, or risk mitigation opportunities arising from claims activity and share insights with service teams
Supports renewal and stewardship efforts by providing claims summaries and insights as requested
Maintains accurate and timely documentation of all claim activity within agency management systems
Ensures compliance with carrier guidelines, internal procedures, and regulatory requirements
Supports audits and quality reviews related to claims handling and documentation
Performs other projects, duties, and tasks, as assigned
Qualification
Required
High School Diploma or equivalent
Minimum 5 years' proven experience handling high value, complex high net worth personal lines claims, including luxury homes, secondary residences, and specialty assets
A Property & Casualty License from state of domicile is required and must be maintained
Demonstrated expertise in High Net Worth or Private Client insurance programs and policy forms
Deep expertise in property insurance, liability coverage and insurance law
Working knowledge of insurance markets, products, services, insurance ratings and underwriting procedures
Strong background in end to end claims oversight, from first notice of loss through settlement and resolution
Experience serving as a client advocate, providing high touch, consultative support to affluent individuals or family offices
Ability to interpret and explain complex coverage positions clearly and confidently to clients and stakeholders
Hands on experience coordinating specialty vendors and experts (e.g., adjusters, appraisers, restoration firms, legal counsel)
History of successfully handling large loss or emotionally sensitive claims with professionalism and discretion
Proven collaboration with brokers, underwriters, and internal partners to drive alignment and outcomes
Outstanding interpersonal and communication skills are required to maintain effective relationships with clients, co-workers, carriers, claim adjusters, defense counsel and others
Strong analytical and mathematical skills
Advanced skills in Microsoft Office (primary Excel, Word and Outlook) with the ability to learn new systems
Must have the ability to maintain a high degree of accuracy and pay strict attention to detail
Detail oriented with ability to manage multiple assignments simultaneously
Excellent organizational skills in handling large volumes of work
Working knowledge of the laws and regulations associated with HIPAA and willingness to adhere to all principles of confidentiality
Benefits
Family health and wellness programs
401K
Employee assistance programs
Paid time off
Paid holidays
Career advancement and development opportunities
Company
Relation Insurance Services
Despite our size, Relation feels like a family company. Here, a handshake matters.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2019-02-21Acquired
Leadership Team
Charissa Hartmann
Chief Financial Officer
Douglas Turk
President, Specialty
Recent News
Mergers & Acquisitions
2025-11-11
2025-08-29
2025-08-26
Company data provided by crunchbase