Remote P&C Insurance Advisor for Real Estate Investors

2020companies; Phoenix (AZ); Remote; USD 48,000 - 56,000; Full time

Benefits offered by this job

Weekly pay

Next day pay

DailyPay

Health benefits

Dental benefits

Vision benefits

401K with matching

Paid time off

Paid holidays

Mobile reimbursement

Scholarship opportunities

Employee assistance program

Leadership development program

Inbound client pipeline

Specialized real estate insurance

Job summary

2020 Companies seeks a licensed Property & Casualty Insurance Producer to join Align Insurance Services in a remote US-based role. You’ll manage the full sales cycle for real estate investors, review policies for gaps, and advise on layered protection across multiple carriers.

The position emphasizes consultative guidance, inbound client flow via Hospitable, and building long-term client relationships, with a 40-hour week and base plus bonuses.

Qualifications

• Must have an active Property & Casualty license in good standing.
• 1–2 years of Property & Casualty sales experience, property-focused preferred.
• Strong understanding of insurance policies, coverage terms, exclusions, and risk assessment.
• Ability to clearly explain complex insurance concepts to clients.
• Excellent verbal and written communication with strong relationship-building abilities.
• Ability to work independently, manage priorities, and maintain productivity remotely.
• Must be U.S.-based and available during standard U.S. business hours; able to pass required background check.

Responsibilities

• 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 via Align’s partnerships.
• Educate clients on how ownership structures, liability exposure, and investment strategies impact insurance needs.
• Support coverage for STR, mid-term, long-term rentals, and property renovations.
• Build and maintain strong client relationships through timely communication and proactive service.
• Drive renewal opportunities by reviewing client needs as portfolios evolve.
• Maintain accurate client records in agency management systems.
• Collaborate with internal teams and partners to deliver a comprehensive client experience.
• Complete onboarding and training to learn Align’s carrier relationships and workflows.

Skills

Active P&C license

P&C insurance sales

Strong communication

Remote work ability

Independent worker

Tools

Applied Epic

HawkSoft

EZLynx

Job description

2020 Companies seeks a licensed Property & Casualty Insurance Producer to join Align Insurance Services in a remote US-based role. You’ll manage the full sales cycle for real estate investors, review policies for gaps, and advise on layered protection across multiple carriers.

The position emphasizes consultative guidance, inbound client flow via Hospitable, and building long-term client relationships, with a 40-hour week and base plus bonuses.