Real Estate Insurance Advisor: Protecting Client Equity

The Menkiti Group; Washington (District of Columbia); On-site; USD 60,000 - 90,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client advisory

Cross-functional collaboration

Risk analysis

Policy knowledge

Tools

CRM systems

Rating engines

Job description

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.