Property & Casualty Insurance Producer

Overview

We are seeking a licensed Property & Casualty Insurance Producer to partner with Align Insurance Services, a specialized brokerage serving real estate investors nationwide. 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.

Job Description

Manage the full insurance sales process from initial client engagement through policy binding and ongoing account support.
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.
Quote, analyze, and present insurance options across multiple carrier platforms to identify the best solutions for each client.
Advise clients on layered protection strategies, including traditional Property & Casualty coverage and additional protection solutions available through Align’s preferred partnerships.
Education clients on how property ownership structures, liability exposure, and investment strategies impact their insurance needs.
Support clients with coverage for various real estate investment strategies, including:
Short-term rentals
Mid-term rentals
Long-term rentals
Property renovations

Qualifications

• Must have an active Property & Casualty insurance license in good standing
• 1-2 years of experience selling Property & Casualty insurance, with a focus on property-related coverage preferred
• Strong understanding of insurance policies, coverage terms, exclusions, and risk assessment
• Able to clearly explain complex insurance concepts to clients in a simple, professional manner
• Excellent verbal and written communication skills with strong relationship-building abilities
• Able to work independently, manage priorities, and maintain consistent productivity in a remote environment
• Must be U.S.-based and available during standard U.S. business hours across multiple time zones

Preferred Skills & Experience

• Experience with dwelling fire, landlord, vacation rental, or short-term rental insurance coverage
• Experience working with real estate investors, property owners, or investment-focused clients
• Understanding of how business entities (LLCs, S-Corps, etc.) impact liability and insurance needs
• Experience using agency management systems such as Applied Epic, HawkSoft, EZLynx, or similar platforms
• Comfort working with technology-driven workflows and AI-enabled tools