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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
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
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
