Insurance Advisor: Risk & Asset Protection Specialist

The Menkiti Group; Baltimore (MD); On-site; USD 55,000 - 85,000; Full time

Job summary

Town & Country Insurance Group seeks an Insurance Advisor who goes beyond selling policies. You will assess property risk, calculate replacement costs, and design comprehensive personal lines portfolios to protect client equity across life milestones.

Responsibilities include risk assessments, policy documentation, client advocacy, and collaboration with real estate and mortgage partners to ensure smooth closings and proactive coverage management.

Qualifications

• Active Property & Casualty (P&C) Insurance License (Life & Health licensing is a plus).
• Minimum 2+ years of experience in personal lines insurance underwriting, quoting, and client advisory.
• Proven capacity for cross-functional collaboration and long-term client retention strategies.

Responsibilities

• Risk & Replacement Analysis: Perform comprehensive property replacement cost assessments and deliver customized Home, Auto, and Umbrella policy proposals within 48 hours.

Skills

Property & Casualty Insurance

Client advisory

Cross-functional collaboration

Tools

Agency management systems

Rating engines

CRM systems

Automated intake workflows

Job description

Town & Country Insurance Group seeks an Insurance Advisor who goes beyond selling policies. You will assess property risk, calculate replacement costs, and design comprehensive personal lines portfolios to protect client equity across life milestones.

Responsibilities include risk assessments, policy documentation, client advocacy, and collaboration with real estate and mortgage partners to ensure smooth closings and proactive coverage management.