Menkiti Group Insurance Advisor - Town and Country Insurance Group

Menkiti Group • Washington, DC

9d

About The Position

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, calculate accurate home replacement costs, and structure comprehensive personal lines portfolios that protect client equity across every life milestone.

Requirements

• 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

• Perform comprehensive property replacement cost assessments and deliver customized Home, Auto, and Umbrella policy proposals within 48 hours.
• Work in lockstep with MG Home Advisors and Mission Mortgage Loan Officers to clear insurance contingencies quickly and protect client contract timelines.
• Conduct thorough reviews of existing coverage for home buyers and sellers, identifying gaps in liability, flood, or property protection.
• Perform annual insurance health checks tied to home renovations, equity gains, property acquisitions, and major life changes.
• Assist clients through policy adjustments, claims navigation, and ongoing risk mitigation strategies.
• Strong willingness to adopt current internal automation tools, CRM intake setups, and multi-carrier rating systems.
• Proficiency in agency management systems, comparative rating engines, automated intake form workflows, and unified advisory presentation platforms.
• Execute risk assessments and policy documentation in accordance with strict 48-hour turnarounds.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed