Personal Lines CSR
Tropolis Insurance, Northville, MI, United States
Full Title:
Customer Service Representative, Personal Property and Casualty
Tropolis is a leading national insurance brokerage focused on combining technology and data to drive growth, improve employee experience, and deliver exceptional customer service. Our mission, Insuring Tomorrow Together, reflects our commitment to being a trusted brokerage, embracing innovation, and building a collaborative culture with our agency partners, customers, carriers, and communities.
Position Overview The Personal Lines Customer Service Representative supports personal lines clients and internal producer partners with day-to-day service needs across the full policy life cycle. This role focuses on responsive client support, accurate processing, and consistent documentation to deliver high-quality customer experience and protect E-and-O standards.
Full Title:
Customer Service Representative, Personal Property and Casualty
Employment Type:
Full-time
Compensation range : $23 - $30 per hour
Work model:
In office 5 days per week. Hybrid 3 days may be available for the right candidate. Remote-only option is not available.
What you will do
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 in a clear, practical way
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 strong 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
Success looks like
Consistently timely, accurate service delivery with minimal rework
On-time renewals supported by complete information gathering and strong follow through
Clean documentation and compliance discipline that supports E-and-O best practices
Strong client satisfaction and dependable internal partnerships with producers and account managers
Qualifications Required
Current Property and Casualty insurance license in good standing At least 3 years of experience in an independent insurance agency supporting personal lines property and casualty accounts
Working knowledge of personal lines coverages, servicing workflows, and carrier processing requirements Strong organization and follow through across multiple concurrent deadlines
Excellent written and verbal communication, with the ability to support clients professionally and efficiently
High attention to detail and commitment to documentation, compliance, and E&O controls
Nice to have
Applied Epic experience
Benefits:
Tropolis offers a competitive and comprehensive benefits package, including flexible time off, 11 paid holidays, a 401(k) with 100% match on the first 4% with immediate vesting, and medical, dental, and vision plan options with 90% employer paid.
Purpose Plan:
All eligible team members participate in Tropolis’ Purpose Plan, an equity incentive program that lets you share in Tropolis’ long-term success through an equity pool that can grow over time.
Compensation:
Compensation range: $23 - $30 per hour
Employment is contingent upon successful completion of any pre-employment testing required for the role and a satisfactory background check. This may include verification of licensing and credentials, employment history, and other checks consistent with applicable laws and business needs.
Apply Now! Tropolis is an Equal Opportunity Employer and celebrates diversity in all forms. We are committed to creating an inclusive environment for all employees.
Working for Tropolis means being part of creating a dynamic, passionate, and fast-growing work environment that puts you first.
#J-18808-Ljbffr
Customer Service Representative, Personal Property and Casualty
Tropolis is a leading national insurance brokerage focused on combining technology and data to drive growth, improve employee experience, and deliver exceptional customer service. Our mission, Insuring Tomorrow Together, reflects our commitment to being a trusted brokerage, embracing innovation, and building a collaborative culture with our agency partners, customers, carriers, and communities.
Position Overview The Personal Lines Customer Service Representative supports personal lines clients and internal producer partners with day-to-day service needs across the full policy life cycle. This role focuses on responsive client support, accurate processing, and consistent documentation to deliver high-quality customer experience and protect E-and-O standards.
Full Title:
Customer Service Representative, Personal Property and Casualty
Employment Type:
Full-time
Compensation range : $23 - $30 per hour
Work model:
In office 5 days per week. Hybrid 3 days may be available for the right candidate. Remote-only option is not available.
What you will do
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 in a clear, practical way
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 strong 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
Success looks like
Consistently timely, accurate service delivery with minimal rework
On-time renewals supported by complete information gathering and strong follow through
Clean documentation and compliance discipline that supports E-and-O best practices
Strong client satisfaction and dependable internal partnerships with producers and account managers
Qualifications Required
Current Property and Casualty insurance license in good standing At least 3 years of experience in an independent insurance agency supporting personal lines property and casualty accounts
Working knowledge of personal lines coverages, servicing workflows, and carrier processing requirements Strong organization and follow through across multiple concurrent deadlines
Excellent written and verbal communication, with the ability to support clients professionally and efficiently
High attention to detail and commitment to documentation, compliance, and E&O controls
Nice to have
Applied Epic experience
Benefits:
Tropolis offers a competitive and comprehensive benefits package, including flexible time off, 11 paid holidays, a 401(k) with 100% match on the first 4% with immediate vesting, and medical, dental, and vision plan options with 90% employer paid.
Purpose Plan:
All eligible team members participate in Tropolis’ Purpose Plan, an equity incentive program that lets you share in Tropolis’ long-term success through an equity pool that can grow over time.
Compensation:
Compensation range: $23 - $30 per hour
Employment is contingent upon successful completion of any pre-employment testing required for the role and a satisfactory background check. This may include verification of licensing and credentials, employment history, and other checks consistent with applicable laws and business needs.
Apply Now! Tropolis is an Equal Opportunity Employer and celebrates diversity in all forms. We are committed to creating an inclusive environment for all employees.
Working for Tropolis means being part of creating a dynamic, passionate, and fast-growing work environment that puts you first.
#J-18808-Ljbffr