Homeowners Insurance Expert

Abode Money

Fractional P&C insurance advisor guiding Abode Money, an AI financial home manager, through U.S. agency licensing and launch.

Posted 8/5/2026part-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expert-level knowledge in insurance agency operations, including agency management systems and comparative raters, while ensuring compliance and effective multi-state licensing. Capable of guiding the establishment and transition of an insurance agency with a focus on staffing, retention, and business planning.

Highest-signal resume keywords

Active P&C LicenseMulti-State Agency Licensure ExperienceIndependent Agency ManagementAgency Management System ImplementationComparative Rater Implementation

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Insurance Agency OperationsCarrier AppointmentsAggregator RelationshipsBusiness Plan EvaluationCompliance Establishment

Soft Skills

Advisory SkillsDecision-Making

Tools & Technologies

Agency Management SystemComparative Rater

Certifications & Qualifications

P&C License

Industry Keywords

Insurance AgencyMulti-State LicensingServicing at VolumeStaffing RatiosRetention Expectations

About the role

Key responsibilities & impact

Advise Abode Money on establishing its insurance agency
Guide entity setup, DRLP arrangements, and sequencing of multi-state licensing
Recommend aggregators and carriers, and advise on handling carrier appointment declines
Evaluate and direct decisions on the agency management system, comparative rater, and data providers
Shape the transition from affiliate economics to owning the insurance book
Design the operating model, including servicing at volume, staffing ratios, and retention expectations
Establish compliance guardrails before carrier appointments are secured
Pressure-test business plans, assumptions, and decisions
Provide quick, direct guidance on consequential agency decisions

Requirements

What you’ll need

Active or recent P&C license
Experience holding or supporting agency licensure across multiple states
Personally stood up or run an independent agency
Experience with carrier appointments and an aggregator or cluster relationship
Hands-on experience selecting and implementing an agency management system
Hands-on experience selecting and implementing a comparative rater
Recent operating experience reflecting current carrier and aggregator practices
Written disclosure of compensation received from aggregators, carriers, AMS vendors, or data providers
Availability for approximately 10 hours per week / 40 hours per month
Expert-level insurance agency operating knowledge

Benefits

Comp & perks

Fractional schedule of 10 hours per week / 40 hours per month
Autonomy and ownership of workstreams
Ability to make unencumbered decisions
Fast-moving work environment
Resourceful, inventive culture
Opportunity to challenge convention and build new solutions