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Insurance Lead HOA

Key Facts

Remote From: 
Full time
Senior (5-10 years)
English

Other Skills

  • Relationship Management
  • Communication
  • Organizational Skills
  • Time Management
  • Decision Making

Roles & Responsibilities

  • Strong client-facing and relationship management experience (B2B, property management, community association, or similar)
  • Excellent communication skills — written, verbal, and in formal presentation settings
  • Must obtain a Florida insurance agent license; Odevo will sponsor the process
  • Prior experience working within an HOA management company or community association environment — highly preferred

Requirements:

  • Build and maintain strong relationships with community managers and client board members across our Florida portfolio
  • Serve as the primary point of contact for Florida clients for all insurance needs, guidance, and questions
  • Advise clients on their insurance needs including property, liability, DO, and other HOA-relevant coverages
  • Lead, Coordinate and set up insurance sales opportunities for our partner broker network

Job description

We are on a mission to become the leading international force in residential property management. What we do matters to billions of people in their everyday lives. 

Residential real estate is the world’s largest asset class, and for most families, buying a home is the single biggest financial decision they will ever make. For too long, residential property management has fallen short of homeowners' and residents' expectations, and the industry is ready for change. Odevo was formed to make that change happen.

In just six years, Odevo has grown more than 70-fold, establishing us as the leading international player. We are more than 12,000 people across the US, the UK, the Nordics, Germany, Spain, Portugal, Mexico, and Italy building Odevo. Together, we aspire to break new ground through innovation and cultivate a workplace where we help each other succeed, where ideas matter more than titles, and where kindness is a strength.

By combining the power of people and technology, we set a new standard for how homes are managed. Our technology-enabled services simplify living for residents and create a better experience for property owners and boards.

Our ambition is to continue our fast-growing journey through new customers, service expansion, and by partnering with great companies that share our mindset and ambition, both in existing and new markets.

As we continue to grow, we stay true to who we are, challenge unnecessary bureaucracy, and keep decision-making close to our customers.

If you share our mindset and ambition, we’d love you to join us and help accelerate our mission together.

 

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Relationship Development

·         Build and maintain strong relationships with community managers and client board members across our Florida portfolio

·         Work closely with the Insurance team to define the operating model and insurance go-to-market strategy

·         Serve as the primary point of contact for Florida clients for all insurance needs, guidance, and questions

·         Proactively identify and lead new insurance opportunities within our existing client base

·         Attend client board meetings regularly to represent our insurance program and present insurance proposals

Sales Enablement

·         Lead, Coordinate and set up insurance sales opportunities for our partner broker network

·         Organize and lead proposal meetings, presenting coverage options and broker recommendations to boards

·         Manage the full client-facing sales cycle from initial outreach through proposal acceptance

·         Help clients compare and evaluate competing broker proposals with clarity and objectivity

 

Advisory & Client Education

·         Advise clients on their insurance needs including property, liability, D&O, and other HOA-relevant coverages

·         Communicate clearly about quotes, coverage offerings, exclusions, and renewal changes in plain language

·         Help boards understand the “why” behind coverage recommendations, not just the numbers

·         Serve as a knowledgeable resource clients can call on between renewal cycles

·         A natural relationship-builder who is energized by client-facing work and thrives in a consultative role

·         Comfortable presenting to groups, including formal board settings with multiple stakeholders

·         Organized and self-directed — able to manage your own time and pipeline without close oversight

·         Motivated by performance-based compensation and the opportunity to grow earnings through results

·         Comfortable navigating complexity and helping clients make confident decisions

 

This position has no direct supervisory responsibilities. The Insurance Lead will work collaboratively with community managers and coordinate with our partner broker network across the Florida market.

This is a remote position based in Florida. A professional home office setup is expected.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk, hear, sit, and use hands and fingers. The employee must be able to travel by car and air within Florida as required. The employee will occasionally be required to lift objects up to 25 lbs.

This is a full-time position. Core hours are Monday through Friday, with schedule flexibility to accommodate client board meeting times. This schedule may change to accommodate the business needs of the company.

Regular travel within Florida is required for client board meetings, broker meetings, and other client engagements. Occasional travel outside Florida may be required for company-sponsored meetings and trainings.

·         Located in Florida with the ability to travel for onsite board meetings, broker meetings, and client engagements

·         Strong client-facing and relationship management experience (B2B, property management, community association, or similar)

·         Excellent communication skills — written, verbal, and in formal presentation settings

·         Must obtain a Florida insurance agent license; Odevo will sponsor the process

Preferred

·         Prior experience working within an HOA management company or community association environment — highly preferred

·         Existing insurance knowledge or industry experience (property & casualty a plus)

·         Familiarity with HOA governance, board dynamics, and how community associations make decisions

·         Experience managing multiple client relationships or accounts simultaneously

 

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

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