T

Tropolis

Insurance brokerage platform via local agencies

Customer Service Representative - Personal Property and Casualty

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeNorthville, MI, USA$23 - $30 /hr

About the Job

Requirements

  • Hold a current Property and Casualty insurance license in good standing.
  • Have at least 3 years of experience in an independent insurance agency supporting personal lines property and casualty accounts.
  • Have working knowledge of personal lines coverages, servicing workflows, and carrier processing requirements.
  • Be organized and able to follow through across multiple concurrent deadlines.
  • Have written and verbal communication skills to support clients professionally and efficiently.
  • Demonstrate attention to detail and commitment to documentation, compliance, and E&O controls.
  • Complete any required pre-employment testing and receive a satisfactory background check, which may include verification of licensing and credentials and employment history.

Responsibilities

  • Serve as a primary point of contact for client service requests on assigned personal lines accounts.
  • Process policy changes and service requests, including endorsements, evidence of insurance, ID cards, cancellations, reinstatements, and billing support, with speed and accuracy.
  • Support the renewal process by confirming updated household and risk information, reviewing renewal documents for changes, and coordinating client communications to keep renewals on track.
  • Assist with new business onboarding by collecting required information, confirming coverage details, and coordinating policy issuance and delivery.
  • Prepare client-ready correspondence and basic coverage summaries, and help explain policy documents clearly and practically.
  • Maintain thorough, timely documentation and file hygiene within the agency management system, including notes, activities, attachments, and required fields.
  • Track open items, follow up with carriers and clients, and manage multiple priorities with organization and follow through.
  • Partner with producers and account managers to identify rounding and cross-sell opportunities and improve retention through proactive service.
  • Stay current on carrier requirements and workflow expectations impacting personal property and casualty accounts.

Desired Qualifications

  • Applied Epic experience.

About the Company

Tropolis

Insurance brokerage platform via local agencies

Tropolis builds a national insurance brokerage platform by forming partnerships with high-quality agencies and investing in their people. The platform grows mainly through acquisitions but succeeds by empowering local teams, adopting modern technology, and delivering excellent client service. It emphasizes long-term relationships, shared ownership, and honoring the legacy of each agency it joins. Overall, its goal is to insure tomorrow together by creating a scalable, people-focused network that serves clients across the country.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
Ann Arbor, MI
Founded
2023

Recently Posted Jobs

Explore more opportunities at Tropolis

See more jobs