Insurance Agency Integration Lead

Tropolis Holdings, LLC • Ann Arbor, MI

58d • $100,000 - $150,000 • Hybrid

About The Position

The Insurance Agency Integration Lead oversees the integration of newly acquired partner agencies into the Tropolis Operating Model and core platform workflows. This role drives the end-to-end integration plan across all functional workstreams, translating diligence findings into structured execution from close through stabilization.

Requirements

• 4-6 years insurance agency experience, including familiarity with independent agency operations and commercial brokerage workflows
• Proven project or program management experience leading multi workstream initiatives with cross-functional stakeholders
• Strong communication and facilitation skills, including executive level status updates and risk escalation
• Comfortable operating in a fast paced, acquisition driven environment with multiple concurrent timelines

Nice To Haves

• Applied Epic experience
• Experience with agency management system migrations, platform transitions, or post-acquisition integrations
• BA/BS

Responsibilities

• Develop the integration project plan leveraging findings from operational diligence of new partner agency acquisitions
• Ensure seamless transition from diligence to post-close execution
• Own the integration project plan for each new agency from close through stabilization, including milestones, owners, dependencies, risks, and decision logs
• Stand-up and run the integration governance rhythm, including weekly workstream check-ins, status reporting, and executive updates
• Drive clarity on scope, sequencing, and resource needs across workstreams, escalating tradeoffs and risks to Agency Success leadership and cross-functional teams
• Define and track integration success metrics, including timeline adherence, operational stability, system adoption, and client impact indicators
• Own the ongoing optimization of integration playbooks, templates, and governance processes to increase speed, consistency, and scalability across acquisitions
• Lead cross-functional execution with marketing and sales leadership to coordinate the agency transition to the Tropolis CRM platform
• Ensure CRM transition readiness, including data preparation, training coordination, cutover sequencing, adoption milestones, and issue resolution
• Ensure dependencies between the CRM transition and other workstreams are identified and managed, including customer communications and reporting
• Drive cross-functional alignment with finance and accounting leadership to coordinate financial integration activities and timelines
• Oversee banking transition readiness, including access, approvals, signatory updates, and operational controls
• Track month end readiness milestones, reporting requirements, and control related dependencies, escalating risks as needed
• Ensure workforce transition readiness in collaboration with HR and agency leadership to coordinate onboarding and workforce transitions into Tropolis processes
• Ensure structured onboarding execution, including technology access, training schedules, policy rollout, and change management communications
• Coordinate across functions to ensure role readiness and minimal disruption to service delivery
• Partner with IT, data, and operations leaders to manage agency technology and data integration milestones
• Coordinate data and reporting readiness, including definitions, data quality checkpoints, and dashboard or reporting cutovers
• Manage AMS migration project plans, including requirements, data readiness, training coordination, cutover planning, and go live support
• Identify and manage integration risks that could impact client experience, retention, or operational stability
• Partner with marketing leadership and agency leadership to coordinate brand transition plans and customer communication sequencing
• Manage timelines for external communications that may be triggered by operational, carrier, system, or brand changes
• Ensure communications plans align with integration sequencing to reduce client disruption
• Partner with carrier and operations stakeholders to coordinate carrier code alignment and related operational changes
• Track dependencies and timelines that impact servicing, renewals, billing, and reporting
• Ensure changes are sequenced to protect client retention and service levels
• Partner with the Agency Success team and agency leadership to translate the go forward growth plan into integration enablers and timelines
• Track delivery of integration commitments that unlock growth, including readiness of systems, processes, reporting, and enablement

Benefits

• Medical, dental, and vision insurance with plan options, 90% employer paid
• Company paid life insurance, short-term, long-term disability
• 401(k) with immediate eligibility, 100% match on the first 4%, immediate vesting
• Flexible time-off and 11 paid holidays
• Equity incentive Tropolis Purpose Plan eligibility after six months

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1-10 employees