Insurance Manager

Job Description

Job Description

Community Management Holdings (CMH) is building an HOA insurance program and seeking an Insurance Manager to scale it. This is a role for a self-starter with an entrepreneurial mindset, someone who thrives on building new businesses and will shape how the program is designed, launched, and grown.

As the program lead, you’ll expand CMH’s presence and strategic partnerships in HOA insurance by coordinating closely with insurance partners, CMH Community Managers, Finance, and HOA boards to ensure every renewal is proactively pitched and every board can make an informed choice. You’ll influence strategy, own the pipeline, and represent CMH in the market, all within a collaborative culture that offers broad cross-functional exposure, real ownership, and clear opportunities for impact and career growth.

RESPONSIBILITIES

• Manage renewal process: Maintain a calendar of upcoming renewals, gather required documentation, coordinate with VPs & Community Managers, and prepare submission packages for insurance partners.
• Support board decisions: Compile board-ready comparisons of proposals, explain key differences, and assist Community Managers in presenting recommendations.
• Serve as subject-matter resource: Provide guidance to client boards and internal teams on HOA insurance fundamentals, market conditions, and trends
• Coordinate with partners: Manage day-to-day communication with partners, provide service feedback, and track outcomes of proposals and renewals, lead monthly operating reviews with partners.
• Monitor performance: Track key program metrics (renewals, win rates, premium placed, client savings) and assist with reporting to leadership. Identify opportunities to improve conversion and retention.
• Lead program rollout: Develop rollout plans for acquisitions; standardize templates, timelines, and training for Community Managers.
• Reporting & planning. Maintain accurate pipeline records, assist with monthly reporting, and partner with Finance on budget and forecast inputs.

REQUIREMENTS

• Active P&C insurance brokerage license in any of the lower 48 states
• 5 to 7 years of insurance or related industry experience
• 2 to 3 years in cross functional program coordination, client service, or account management
• Strong organizational and project management skills with attention to detail
• Clear written and verbal communication skills, with ability to explain insurance concepts to non-experts
• Proficiency with Microsoft 365 (Excel, PowerPoint, Outlook, Teams)
• Experience in community association management, property management, or service-based organizations is a plus.

COMPETENCIES

• Effective Communication: Clearly conveys information in written, verbal, and presentation formats to boards, partners, and colleagues. Essential for explaining insurance concepts clearly to HOA boards that may not have expertise. Critical in building trust with partners, Community Managers, and Finance. Drives influence during renewal discussions and proposal presentations.
• Execution & Results: Delivers program growth targets. Analyzes data and apply financial lens to monitor and report on program progress. The role owns the pipeline, renewals, and program performance metrics. Requires proactive follow-through on renewals, accuracy in reporting, and measurable improvements in retention and savings. Success is defined by outcomes — policies placed, satisfied boards, and partner performance.
• Functional/Technical Skills: Deep understanding of HOA insurance markets, products, and trends is non-negotiable. Must have an active P&C license and be able to act as a subject-matter resource. Ability to translate technical knowledge into practical solutions for boards and CMH teams.

Honorable Mentions:

• Collaboration: Works effectively across internal teams and with external partners to ensure a smooth client experience.

• Problem-solving: Identifies issues, recommends solutions, and supports process improvements to enhance program outcomes.

PHYSICAL REQUIREMENTS

The physical requirements can vary, but generally, they may include:

• Lifting: Ability to occasionally lift and carry up to 15 pounds of materials (e.g., files, binders, or office equipment).
• Mobility: Ability to move within an office environment, attend meetings on-site, and travel as needed to client or partner locations.
• Working Conditions: Work performed primarily in an office or remote setting, with regular use of computers, phones, and virtual meeting platforms. Occasional in-person meetings may be required.
• Personal Protective Gear: Not typically required; it may be necessary on rare occasions when visiting specific client or property sites.
• Extended Sitting or Standing: Prolonged periods of sitting while working at a computer, with occasional standing during presentations and meetings.
• Manual Dexterity: Skills in using technology, including computers and mobile devices. Frequent use of hands and fingers for typing, handling documents, and operating office equipment.
• Driving: Occasional driving required for attendance at client board meetings, partner visits, or industry events. Must maintain a valid driver’s license when travel is necessary.

We are committed to creating an inclusive and accessible work environment. If you require reasonable accommodations during the application process or in performing the job duties as described in the posting, please email [email protected] so we can review next steps together.

If driving is, or becomes, a requirement of the role, it is required, at all times, that you hold a valid state driver’s license for the class of vehicle you are driving, maintain a clean motor vehicle report, and hold current automobile insurance at statutory limits. You must notify Human Resources immediately regarding any change to your motor vehicle standing. CCMC may periodically review motor vehicle reports to ensure compliance with these requirements.

WHAT WE OFFER:

• Comprehensive benefits package including medical, dental, vision, and life insurance
• Wellness program
• Flexible Spending Accounts
• Company-matching 401k contributions
• Paid vacation, holiday, and volunteer time
• Company-paid Short-term Disability
• Optional Long-term Disability
• Employee assistance program
• Optional Pet Insurance
• Training and Educational Assistance
• Perhaps most importantly, a service-oriented team who is dedicated to your success!