Hybrid Personal Lines CSR — Client Service & Policy Support

Tropolis Holdings, LLC; Northville (MI); Hybrid; USD 50,000 - 57,000; Full time

Benefits offered by this job

Health insurance

Disability insurance

401(k) with matching

Flexible time off

Employee ownership

Job summary

Tropolis Holdings, LLC is seeking a Personal Lines Customer Service Representative in Northville, MI. This hybrid role combines in-office presence four days per week with responsive client service and accurate processing to support producers and clients.

You will handle policy changes, onboarding, and documentation, ensuring timely, compliant service and contributing to high client satisfaction. Training on E&O standards and carrier requirements is provided.

Qualifications

• Current Property & Casualty license in good standing.
• 3+ years of experience in an independent insurance agency handling property & casualty accounts.
• Working knowledge of personal lines coverages and carrier processing requirements.
• Strong organization and ability to meet multiple deadlines.
• Excellent written and verbal communication with clients and colleagues.

Responsibilities

• Serve as the primary contact for client service requests on assigned accounts.
• Process policy changes and service requests including endorsements, evidence of insurance, ID cards, cancellations, reinstatements, and billing support with speed and accuracy.
• Assist with new business onboarding by collecting required information 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 in the agency management system.
• Track open items, follow up with carriers and clients, and manage multiple priorities.
• Identify cross-sell opportunities and support retention through proactive service.
• Stay up-to-date on carrier requirements and workflow expectations for property & casualty accounts.
• Answer the main office phone line and direct calls to appropriate team members.
• Handle incoming/outgoing mail and help maintain an organized office environment.

Skills

Client service

Communication

Organization

Attention to detail

Tools

Applied Epic

Job description

Tropolis Holdings, LLC is seeking a Personal Lines Customer Service Representative in Northville, MI. This hybrid role combines in-office presence four days per week with responsive client service and accurate processing to support producers and clients.

You will handle policy changes, onboarding, and documentation, ensuring timely, compliant service and contributing to high client satisfaction. Training on E&O standards and carrier requirements is provided.