Advise real estate buyers, sellers, owners, and investors on personal lines insurance. Assess property replacement costs and risks, prepare Home, Auto, and Umbrella proposals, audit coverage gaps, coordinate with real estate and mortgage teams, support claims and policy adjustments, and conduct annual policy reviews. The role requires timely documentation, CRM and rating-system adoption, client advocacy, and long-term retention strategies.

Originates and structures residential mortgage loans from pre-approval through settlement while providing integrated financing advice. Develops purchase models, pre-approval packages, seller net sheets, and annual mortgage health reviews. Partners with real estate and insurance advisors on client strategy sessions, educates buyers and sellers, manages CRM and lending-system workflows, and maintains accurate pipeline records to meet 24-hour service targets.