Personal Lines Customer Service Representative

Tropolis Holdings, LLC•Northville Charter Township, MI
•$50,000 - $57,000•Hybrid

About The Position

The Personal Lines Customer Service Representative supports clients and internal producer partners with day-to-day service needs across the full policy life cycle. The role focuses on responsive client support, accurate processing, and consistent documentation to deliver a high-quality customer experience and protect E-and-O standards. Light day-to-day office support is also required as needed to help maintain an organized and welcoming office environment. The position is hybrid, with four in-office days per week, and is based in Northville, Michigan.

Requirements

  • Current Property & Casualty insurance license in good standing.
  • At least 3 years of experience in an independent insurance agency supporting 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 skills, with the ability to support clients professionally and efficiently.
  • High attention to detail and commitment to documentation, compliance, and E&O controls.

Nice To Haves

  • Experience with Applied Epic or a comparable agency management system.

Responsibilities

  • Serve as a primary point of 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, 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 in 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 affecting property and casualty accounts.
  • Answer the main office phone line, greet callers professionally, and direct calls or take messages for appropriate team members.
  • Receive, sort, distribute, and prepare incoming and outgoing mail and packages, routing items to appropriate recipients.
  • Provide light day-to-day office support as needed to help maintain an organized and welcoming office environment.

Benefits

  • Health, dental, and vision insurance for employees and their families.
  • Short-term and long-term disability insurance.
  • 401(k) with employer matching.
  • Flexible time off (FTO).
  • Employee ownership through the Tropolis Purpose Plan.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service