Insurance Relationship Manager HOA

About the role

The Insurance Lead — Florida Market is a client-facing, relationship-driven role within Odevo’s Insurance Group. Reporting to Insurance leadership, this full-time Florida-based position serves as the primary insurance point of contact for community managers and HOA board clients across our Florida portfolio — connecting them with the right coverage, brokers, and guidance from initial conversation through to proposal acceptance.

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

Sales Enablement

• Cook up 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

Who You Are

• 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

Experience

• 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

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