Hybrid Personal Lines CSR — Client Care & Compliance

Tropolis Holdings, LLC; Northville Charter Township (MI); Híbrido; USD 50.000 - 57.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health, dental, and vision insurance

401(k) with employer matching

Flexible time off

Employee ownership through Tropolis J-

Descripción de la vacante

Tropolis Holdings, LLC is seeking a Personal Lines Customer Service Representative in Northville, MI. This hybrid role requires in-office presence four days a week to support clients and producers across the policy life cycle, with emphasis on accurate processing, documentation, and excellent service.

You will handle endorsements, policy changes, onboarding, and client communications while maintaining system integrity and compliance. Strong organization and clear communication are essential.

Formación

• Current Property & Casualty license in good standing.
• At least 3 years of experience in an independent insurance agency.
• Working knowledge of personal lines coverages, servicing workflows, and carrier processing.
• Strong organization and follow through across multiple deadlines.
• Excellent written and verbal communication.
• High attention to detail and documentation & E&O controls.

Responsabilidades

• Serve as a primary contact for client service requests on assigned accounts.
• Process policy changes and service requests including endorsements, IDs, cancellations, reinstatements, and billing support with speed and accuracy.
• Assist with new business onboarding by collecting information, confirming coverage details, and coordinating policy issuance and delivery.
• Prepare client-ready correspondence and basic coverage summaries, and explain policy documents clearly.
• Maintain thorough documentation and file hygiene within the agency management system.
• Track open items, follow up with carriers and clients, and manage multiple priorities.
• Partner with producers and account managers to identify cross-sell opportunities and improve retention.
• Stay current on carrier requirements and workflow expectations for property and casualty accounts.
• Answer the main office phone line and direct calls or take messages for the team.
• Receive, sort, distribute, and prepare mail and packages for routing.
• Provide light day-to-day office support to maintain an organized environment.

Conocimientos

Excellent communication

Strong organization

Attention to detail

Documentation & E&O

Herramientas

Applied Epic

Descripción del empleo

Tropolis Holdings, LLC is seeking a Personal Lines Customer Service Representative in Northville, MI. This hybrid role requires in-office presence four days a week to support clients and producers across the policy life cycle, with emphasis on accurate processing, documentation, and excellent service.

You will handle endorsements, policy changes, onboarding, and client communications while maintaining system integrity and compliance. Strong organization and clear communication are essential.