Personal Lines Account Executive

Personal Lines Executive

Location: Tipperary

Salary: Competitive, based on experience

Type: Full-time, Permanent

Are you ready to take your Personal Lines career to the next level in a progressive and fast-moving environment? This is an exciting opportunity for a confident and customer-focused insurance professional to join a high-performing team where your input matters, and your growth is supported every step of the way.

About the Role

As a Personal Lines Executive, you'll work across a variety of client needs - from managing renewals and mid-term adjustments to identifying opportunities to up-sell or cross-sell. You'll be the go-to contact for a diverse client base, handling queries with accuracy, confidence, and care.

This role requires flexibility, a strong understanding of personal lines products, and the ability to deliver excellent service in a busy, fast-paced environment.

Key Responsibilities

Sales & Client Management

• Manage renewals, amendments, and retention across personal lines portfolios
• Secure cross-sell and up-sell opportunities through confident product knowledge
• Deliver against monthly activity targets while maintaining compliance standards
• Handle all policy documentation and client correspondence professionally and accurately

Customer Care

• Respond to client queries across all personal lines products with clarity and empathy
• Take full ownership of renewals, MTAs, account updates, and follow-up communications
• Ensure timely and accurate processing on internal systems (Relay knowledge an advantage)

Team Collaboration & Compliance

• Work collaboratively across teams to meet shared goals
• Contribute to a positive, proactive culture within the department
• Ensure all compliance and regulatory procedures are adhered to at every stage

What You'll Need

• APA Personal General Insurance (CIP desirable)
• Previous experience in personal lines insurance, ideally in a busy brokerage environment
• Strong knowledge of the full client servicing cycle - quotes, renewals, MTAs, claims follow-up
• Excellent communication and organisational skills
• Confident with systems (experience with Relay or similar CRM an advantage)
• Attention to detail and a problem-solving mindset
• Ability to manage time, multitask, and adapt to a fast-paced environment

Why Join?

• A team culture where your ideas are heard and valued
• Opportunities for professional development and insurance qualifications
• A forward-thinking employer embracing digital change
• A client-first culture with real impact

If you're organised, proactive, and ready to make a difference in a dynamic team, we'd love to hear from you.

Apply now and let's talk.