Menkiti Group Insurance Advisor - Town and Country Insurance Group

The Menkiti Group; Washington (District of Columbia); Vor Ort; USD 60.000 - 90.000; Vollzeit

Zusammenfassung

Town & Country Insurance Group seeks an Insurance Advisor embedded in the client’s real estate journey, performing risk assessments, estimating home replacement costs, and building comprehensive personal lines portfolios that protect client equity.

You will collaborate with MG Home Advisors and mortgage officers to clear contingencies quickly, and perform annual policy reviews tied to home renovations and life changes, while advocating for clients through claims and risk mitigation.

Qualifikationen

• Active P&C license; Life/Health license a plus.
• 2+ years in personal lines underwriting, quoting, and client advisory.
• Proven ability to collaborate cross-functionally and retain clients.

Aufgaben

• Risk & Replacement Analysis: Perform comprehensive property replacement cost assessments and deliver customized Home, Auto, and Umbrella policy proposals within 48 hours.
• Ecosystem Integration: Coordinate with MG Home Advisors and Mission Mortgage Officers to protect timelines.
• Portfolio Risk Audits: Review existing coverage for buyers/sellers and identify gaps in liability, flood, or property protection.
• Annual Policy Reviews: Conduct annual insurance health checks tied to renovations, equity gains, property acquisitions, and life changes.
• Client Advocacy: Assist clients with policy adjustments, claims navigation, and risk mitigation.

Kenntnisse

Client advisory

Cross-functional collaboration

Risk analysis

Policy knowledge

Tools

CRM systems

Rating engines

Jobbeschreibung

Menkiti Group Insurance Advisor - Town and Country Insurance Group

• Full-time

About Town & Country Insurance Group

Town & Country Insurance Group is a full-service insurance agency dedicated to safeguarding personal property, real estate assets, and long-term financial security.As the risk management arm of a unified real estate and financial advisory ecosystem, Town & Country Insurance Group delivers proactive asset protection solutions tailored to real estate owners, buyers, and investors.

The Role Vision: From Policy Vendor to Proactive Wealth & Asset Protector

The MG Insurance Advisor transcends traditional policy sales. Rather than providing isolated price quotes at contract closing, you are embedded in the client’s real estate journey from the beginning. You evaluate property risks, calculateaccuratehome replacement costs, and structure comprehensive personallinesportfolios that protect client equity across every life milestone.

Full Responsibilities

Risk & Replacement Analysis:Perform comprehensive property replacement cost assessments and deliver customized Home, Auto, and Umbrella policy proposals within48 hours.

Ecosystem Integration:Work in lockstep with MG Home Advisors and Mission Mortgage Loan Officers to clear insurance contingencies quickly and protect client contract timelines.

Portfolio Risk Audits:Conduct thorough reviews of existing coverage for home buyers and sellers,identifyinggaps in liability, flood, or property protection.

Annual Policy Reviews:Perform annual insurance health checks tied to home renovations, equity gains, property acquisitions, and major life changes.

Client Advocacy:Assistclients through policy adjustments, claims navigation, and ongoing risk mitigation strategies.

System Adoption, Adaptability & Technical Competencies

System Adaptability:Strong willingness to adopt current internal automation tools,CRM intake setups,and multi-carrier rating systems.

Tech Stack Competencies:Proficiencyin agency management systems, comparative rating engines, automated intake form workflows, and unified advisory presentation platforms.

SLA Discipline:Execute risk assessments and policy documentationin accordance withstrict 48-hour turnarounds.

Qualifications & Licensing

Active Property & Casualty (P&C) Insurance License (Life & Health licensing is a plus).

Minimum2+ years of experience in personallinesinsurance underwriting, quoting, and client advisory.

Proven capacity for cross-functional collaboration and long-term client retention strategies.

All your information will be kept confidential according to EEO guidelines.