2020 Companies
Property & Casualty Insurance Producer
Atlanta, GA
Sponsorship not specifiedDetected 2 days ago
EpicLeadershipCommunicationProperty & Casualty
About the role
- This remote role focuses on providing consultative insurance solutions by helping clients assess their coverage needs, identify potential gaps, and select policies that best protect their investments.
- Through our partnership with Hospitable, a leading platform for short-term rental operators, this position works with an established inbound client base rather than traditional cold prospecting.
Responsibilities
- Opportunity to build long-term client relationships through consultative advising
- Manage the full insurance sales process from initial client engagement through policy binding and ongoing account support
- Build and maintain strong client relationships through timely communication, knowledgeable guidance, and proactive service
- Maintain accurate client records and documentation within agency management systems
- Collaborate with internal teams and preferred partners to deliver a comprehensive client experience
Requirements
- Must be U.S.-based and available during standard U.S. business hours across multiple time zones
- Ability to successfully complete required background check
- Experience working with real estate investors, property owners, or investment-focused clients
- Experience using agency management systems such as Applied Epic, HawkSoft, EZLynx, or similar platforms
- Comfort working with technology-driven workflows and AI-enabled tools
- Required: Active P&C Insurance license
Nice to have
- Quote, analyze, and present insurance options across multiple carrier platforms to identify the best solutions for each client
- Educate clients on how property ownership structures, liability exposure, and investment strategies impact their insurance needs
- Short-term rentals
- Mid-term rentals
- Long-term rentals
- Property renovations
- Complete onboarding and training to learn Align's carrier relationships, workflows, systems, and specialized real estate investor insurance approach
- Must have an active Property & Casualty insurance license in good standing
Benefits
- Monthly sales bonus opportunities
- Health/Dental/Vision benefits
- Mobile Reimbursement
- Conduct consultative conversations with real estate investors to understand their portfolio, investment strategy, entity structure, risk exposure, and coverage needs
- Review existing policies to identify coverage gaps and provide clear, well-informed recommendations
- Advise clients on layered protection strategies, including traditional Property & Casualty coverage and additional protection solutions available through Align's preferred partnerships
- Support clients with coverage for various real estate investment strategies, including:
- Drive renewal opportunities by reviewing client needs as portfolios expand and coverage requirements evolve
Company info
- We are seeking a licensed Property & Casualty Insurance Producer to partner with Align Insurance Services, a specialized brokerage serving real estate investors nationwide.
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