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Odevo

Insurance Lead

Odevo

Insurance Lead overseeing community management insurance in Florida. Building client relationships while ensuring optimal coverage and support for HOA boards and community managers.

Posted 5/5/2026full-timeFlorida • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact
  • 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 new insurance opportunities within our existing client base
  • Attend client board meetings regularly to represent our insurance program and present insurance proposals
  • 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
  • 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

Requirements

What you’ll need
  • Located in Florida with the ability to travel periodically 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
  • 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

Benefits

Comp & perks
  • Flexible work arrangements

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
insurance knowledgeproperty insuranceliability insuranceD&O insurancesales cycle managementproposal presentationbroker recommendationsclient needs assessmentinsurance go-to-market strategyinsurance coverage evaluation
Soft Skills
relationship managementclient-facing experiencecommunication skillspresentation skillsorganizational skillsproactive identificationclarity in communicationobjectivityleadershipnegotiation
Certifications
Florida insurance agent license