Private Client Consultant (West Coast)

Olympus Insurance Company; Jacksonville (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision plans

Company-paid life insurance

Short-term and long-term disability

401(k) with company match

Paid Time Off (PTO) and holidays

Education assistance and professional

Wellness Lunch N Learns

Pet insurance and other perks

Job summary

Olympus Insurance Company in Florida seeks a Private Client Consultant to deliver concierge-level service for high-value homeowners. You will manage onboarding, policy questions, and resilience services while coordinating with agency partners, underwriting, and claims to simplify complex insurance processes.

Ideal candidates bring 5+ years in customer service or policy services, 2+ years in Property & Casualty, and a licensed or soon-to-be licensed P&C credential. Bilingual Spanish is a plus.

Qualifications

• 5+ years in customer service or policy services in insurance.
• 2+ years of Property & Casualty experience.
• Strong communication and relationship-building skills.
• Working knowledge of policy administration, underwriting, and claims.
• License required or able to obtain within timeframe.
• Bilingual Spanish a plus.

Responsibilities

• Serve as a dedicated point of contact for clients and agency partners, providing personalized support throughout the policy lifecycle.
• Answer policy and claims questions directly when appropriate, helping resolve routine needs without unnecessary handoffs.
• Coordinate a welcoming onboarding experience and provide proactive support as client needs evolve.
• Coordinate Home Resilience Assessments and explain findings and resources to clients.
• Connect clients with resilience services and communicate policy updates clearly.
• Collaborate with Underwriting and Claims, and support renewals and milestones.
• Build lasting client relationships through clear communication and responsiveness.

Skills

Customer Service

Relationship Building

Communication

Attention to Detail

Organizational Skills

Collaborative

Bilingual Spanish

Education

Active Property & Casualty license

Job description

Olympus Insurance Company is the premier insurance partner, providing the broadest coverage and superior service for Florida homeowners since 2007. We believe that insurance is a promise, and we honor our commitment to help homeowners navigate life's inevitable storms. Becoming an Olympian means joining a collaborative, people-first culture built on growth, accountability, and connection. Think Ahead. Think Olympus.

What Olympus Offers

We extend our signature White Glove Service to our employees through a comprehensive total rewards package, including:

• Employer-sponsored medical, dental, and vision plans
• Company-paid life insurance, short-term disability, and long-term disability
• 401(k) with company match
• Paid Time Off to include annual PTO, Holidays, Floating Holidays, and Volunteer Time Off
• Education Assistance Program and ongoing professional development opportunities
• Wellness Lunch N Learns
• Employee perks such as pet insurance, discount programs, and a welcoming office environment

At Olympus, we empower you to grow, contribute, and thrive both professionally and personally.

What You’ll Do

Do you enjoy building meaningful relationships, anticipating others’ needs, and creating experiences that make people feel genuinely cared for? As our Private Client Consultant, you’ll have the opportunity to deliver a personalized, concierge-level experience for clients who value exceptional service and attention to detail.

You’ll serve as a trusted point of contact throughout the policy lifecycle, helping clients navigate everything from onboarding and policy questions to home resilience services and claims support. Working closely with agency partners, Underwriting, Claims, and other teams across Olympus, you’ll help make complex insurance processes feel simple and seamless.

If you enjoy connecting with people, finding thoughtful solutions, and going the extra mile to make someone’s day easier, we’d love to hear from you!

Key Responsibilities

Create Exceptional Client Experiences

• Serve as a dedicated point of contact for clients and agency partners, providing personalized support throughout the policy lifecycle.
• Answer policy and claims questions directly when appropriate, helping resolve routine needs without unnecessary handoffs.
• Coordinate a welcoming, personalized onboarding experience and provide proactive support as client needs evolve.

Support Home Resilience & Protection

• Coordinate Home Resilience Assessments and help clients understand findings, reports, and available mitigation resources.
• Connect clients with available resilience services and communicate important property or policy updates clearly and thoughtfully.

Be a Trusted Partner

• Collaborate with Underwriting during the quoting process and coordinate with Claims professionals when a loss occurs.
• Support clients through renewals, property changes, claims, and other important milestones.
• Build lasting relationships through clear communication, responsiveness, and attention to detail.

What You’ll Bring

• 5+ years of experience in Customer Service, Policy Services, or a related client-facing role, preferably within insurance.
• 2+ years of insurance industry experience, preferably in Property & Casualty.
• Strong communication and relationship-building skills with a passion for providing personalized, high-touch service.
• Working knowledge of policy administration, underwriting, and claims processes.
• Strong organizational skills and attention to detail with the ability to manage multiple client needs and priorities.
• A collaborative, solutions-focused approach and comfort working with clients, agents, and internal partners.
• Active Property & Casualty insurance license or the ability to obtain required licensure within the established timeframe.
• Experience supporting high-value homeowners, agency partners, or property resilience services is a plus.
• Bilingual Spanish skills are a plus.

EEO Compliance

Olympus Insurance Company is an equal opportunity employer committed to fostering a diverse, inclusive, and respectful workplace. We prohibit discrimination and harassment of any kind based on race, color, religion, national origin, sex (including pregnancy, childbirth, and related medical conditions), age, disability, genetic information, marital status, sexual orientation, gender identity or expression, veteran or military status, or any other protected characteristic under federal, state, or local law.