Insurance Agency Integration Lead

About Tropolis

Tropolis is building a best-in-class insurance agency platform from the ground up, combining the entrepreneurial strength of local agencies with modern technology, disciplined operations, and a culture of shared ownership. The company was formed to address clear industry needs: better succession options, stronger technology, unified operating models, and more predictable growth paths for independent agencies. Using a hub-and-spoke expansion strategy and a partnership-driven acquisition model, Tropolis integrates culturally aligned agencies and elevates their performance through centralized data, systems, and shared resources. Backed by Unity Partners and Crescent Capital, the organization is scaling rapidly into new markets while holding firm to its mission of Insuring Tomorrow Together and its values of Integrity, Ownership, Leadership, and Service. 

Role summary

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. 

Location and work model

• Commutable distance to Ann Arbor, Michigan 
• Hybrid, 3 days in office 
• Willingness to travel up to 25% to partner agencies during active integration periods 

Reports to 

• Agency Success leadership 

Salary range 

• Base salary range: $100,000 to $150,000 + bonus 

What you will do

Integration program management 

• 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 

CRM transition coordination 

• 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 

Finance, accounting, and banking integration coordination

• 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

HR and employee onboarding coordination

• 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

Data, reporting, technology, and AMS migration coordination

• 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

Marketing, brand, and customer communications coordination

• 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

Carrier code alignment and market coordination

• 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

Go forward growth plan enablement

• 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

Qualifications

Required

• 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

Preferred

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

Success measures

• Integration milestones delivered on time across assigned agencies, with clear ownership and minimal surprises
• Smooth transitions to Tropolis platforms and operating cadence, measured by adoption, stable operations, and issue resolution speed
• High stakeholder satisfaction across agency leaders and functional partners
• Reduced disruption to client servicing, renewals, and retention during integration windows

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