About ERM Financial Services
At ERM Financial Services, we are a client-focused insurance brokerage regulated by the Central Bank of Ireland. With a strong reputation built over 20 years, we provide tailored insurance solutions across personal, commercial, and life & pensions. As we continue to grow, we’re now recruiting a Personal Lines Account Executive to join our Malahide-based team.
The Role
As a Personal Lines Account Executive, you will manage and grow a portfolio of personal insurance clients, ensuring high levels of service, compliance, and client satisfaction. This is a dynamic role that involves client interaction, policy administration, renewals, and new business generation.
Key Responsibilities
* Manage a portfolio of Personal Lines clients (motor, home, travel, etc.)
* Handle policy renewals, mid-term adjustments, cancellations, and queries
* Quote and place new business with a focus on compliance and quality advice
* Maintain up-to-date client files and documentation in line with CPC requirements
* Deliver a high standard of customer care across all touchpoints
* Liaise with insurers and underwriters to ensure competitive terms
* Identify cross-selling opportunities where appropriate
Skills & Experience Required
* Minimum 2 years’ experience in a similar Personal Lines role
* APA (Personal General Insurance) required; CIP an advantage
* Knowledge of Applied Relay preferable
* Strong communication and interpersonal skills
* Ability to manage workload and meet deadlines in a regulated environment
* A client-first mindset with a proactive, team-based approach
What We Offer
* Competitive salary
* Company pension scheme
* Educational support for insurance qualifications
* Professional, friendly, and collaborative office culture
* Flexible working arrangements – role requires a minimum of 30 hours/week, with options for full-time
* Hybrid working options after initial training/onboarding
To apply, please send your CV and cover letter to roy@ermfinancialservices.ie or upload below.
Applications will be treated in the strictest confidence.
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