Insurance Agency Integration Lead

About TropolisTropolis 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 summaryThe 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 modelCommutable distance to Ann Arbor, MichiganHybrid, 3 days in officeWillingness to travel up to 25% to partner agencies during active integration periodsReports toAgency Success leadershipSalary rangeBase salary range: $100,000 to $150,000 + bonusWhat you will doIntegration program managementDevelop the integration project plan leveraging findings from operational diligence of new partner agency acquisitionsEnsure seamless transition from diligence to post-close executionOwn the integration project plan for each new agency from close through stabilization, including milestones, owners, dependencies, risks, and decision logsStand-up and run the integration governance rhythm, including weekly workstream check-ins, status reporting, and executive updatesDrive clarity on scope, sequencing, and resource needs across workstreams, escalating tradeoffs and risks to Agency Success leadership and cross-functional teamsDefine and track integration success metrics, including timeline adherence, operational stability, system adoption, and client impact indicatorsOwn the ongoing optimization of integration playbooks, templates, and governance processes to increase speed, consistency, and scalability across acquisitionsCRM transition coordinationLead cross-functional execution with marketing and sales leadership to coordinate the agency transition to the Tropolis CRM platformEnsure CRM transition readiness, including data preparation, training coordination, cutover sequencing, adoption milestones, and issue resolutionEnsure dependencies between the CRM transition and other workstreams are identified and managed, including customer communications and reportingFinance, accounting, and banking integration coordinationDrive cross-functional alignment with finance and accounting leadership to coordinate financial integration activities and timelinesOversee banking transition readiness, including access, approvals, signatory updates, and operational controlsTrack month end readiness milestones, reporting requirements, and control related dependencies, escalating risks as neededHR and employee onboarding coordinationEnsure workforce transition readiness in collaboration with HR and agency leadership to coordinate onboarding and workforce transitions into Tropolis processesEnsure structured onboarding execution, including technology access, training schedules, policy rollout, and change management communicationsCoordinate across functions to ensure role readiness and minimal disruption to service deliveryData, reporting, technology, and AMS migration coordinationPartner with IT, data, and operations leaders to manage agency technology and data integration milestonesCoordinate data and reporting readiness, including definitions, data quality checkpoints, and dashboard or reporting cutoversManage AMS migration project plans, including requirements, data readiness, training coordination, cutover planning, and go live supportIdentify and manage integration risks that could impact client experience, retention, or operational stabilityMarketing, brand, and customer communications coordinationPartner with marketing leadership and agency leadership to coordinate brand transition plans and customer communication sequencingManage timelines for external communications that may be triggered by operational, carrier, system, or brand changesEnsure communications plans align with integration sequencing to reduce client disruptionCarrier code alignment and market coordinationPartner with carrier and operations stakeholders to coordinate carrier code alignment and related operational changesTrack dependencies and timelines that impact servicing, renewals, billing, and reportingEnsure changes are sequenced to protect client retention and service levelsGo forward growth plan enablementPartner with the Agency Success team and agency leadership to translate the go forward growth plan into integration enablers and timelinesTrack delivery of integration commitments that unlock growth, including readiness of systems, processes, reporting, and enablementQualificationsRequired4-6 years insurance agency experience, including familiarity with independent agency operations and commercial brokerage workflowsProven project or program management experience leading multi workstream initiatives with cross-functional stakeholdersStrong communication and facilitation skills, including executive level status updates and risk escalationComfortable operating in a fast paced, acquisition driven environment with multiple concurrent timelinesPreferredApplied Epic experienceExperience with agency management system migrations, platform transitions, or post-acquisition integrationsBA/BSSuccess measuresIntegration milestones delivered on time across assigned agencies, with clear ownership and minimal surprisesSmooth transitions to Tropolis platforms and operating cadence, measured by adoption, stable operations, and issue resolution speedHigh stakeholder satisfaction across agency leaders and functional partnersReduced disruption to client servicing, renewals, and retention during integration windowsBenefitsMedical, dental, and vision insurance with plan options, 90% employer paidCompany paid life insurance, short-term, long-term disability401(k) with immediate eligibility, 100% match on the first 4%, immediate vestingFlexible time-off and 11 paid holidaysEquity incentive Tropolis Purpose Plan eligibility after six monthsPowered by JazzHR