About the Role

JDM Insurance Services is an established independent insurance broker providing tailored insurance solutions to individuals and businesses across Ireland. We are now seeking an Insurance Apprentice to join our team as part of the national Insurance Practitioner Apprenticeship programme.

This is an excellent opportunity for a school leaver or career changer to build a long-term career in insurance while earning a salary and working towards a Level 8 Honours Degree in Insurance Practice, alongside industry-recognised professional qualifications.

Key Responsibilities

• Assisting with policy administration, renewals, and mid-term adjustments
• Supporting Account Executives and Account Handlers on client files
• Liaising with insurers and underwriters to obtain quotations and documentation
• Maintaining accurate client and policy records in line with regulatory requirements
• Providing a high standard of customer service to clients
• Completing academic and professional study requirements as part of the apprenticeship programme

The Apprenticeship

This role is offered in conjunction with the Insurance Practitioner Apprenticeship, a three-year, earn-while-you-learn programme leading to:

• BA (Hons) in Insurance Practice (QQI Level 8)
• Professional qualifications such as APA / CIP / QFA (role dependent)

Student registration fees to ATU Sligo will be funded by company

What We’re Looking For

• Leaving Certificate (or equivalent) with Maths and English (or Irish)
• Strong communication and interpersonal skills
• Good attention to detail and organisational ability
• A genuine interest in developing a career in insurance
• A positive attitude and willingness to learn
• No prior insurance experience required

What We Offer

• Competitive apprentice salary
• Full funding of degree and professional qualifications
• Structured on-the-job training and mentoring
• Paid study and exam leave
• Clear career progression within the brokerage
• Supportive and friendly team environment

Minimum Entry Level Requirements:

• Be 18 years of age or older
• Mature students – if over 23 years there are no minimum educational requirements - documented interview required
• FETAC Level 5 qualification holders
• Between 18 and under 23 years – Leaving certificate, minimum of 160 points to include two honours in higher level paper and passes in Maths and English/Irish with specific requirements on grades/levels

How to Apply

Applicants should submit a CV and short cover letter outlining their interest in the apprenticeship and a career in insurance to helen@jdminsurance.ie

Company Overview:

Walfrid Private is a Wealth Management firm based in Ballymount in Dublin 12. We assist Irish Company Directors, Business Owners and Entrepreneurs to reduce costs, reduce taxes and improve both business and personal financial performance. 

Walfrid Private implement strategic plans with their clients to ensure they achieve financial independence sooner than they ever imagined possible by structuring long term bespoke financial cashflows.  We work with clients nationwide, to ensure Wealth Development through multi-channel cashflows that are structured tax efficiently.

About the Apprentice programme:

We are looking for an ambitious and talented individual(s) who shows the potential to develop into a high performing business professional. This opportunity is a three-year fixed term contract apprentice scheme that provides exposure to all aspects of our business, allowing you to develop your technical expertise as well as professional skills.

While on the programme, in addition to gaining on the job insurance experience, you will complete the insurance industry professional qualifications APA and QFA as well as a Bachelor of Arts (Honours) in Insurance Practice (Apprenticeship) which is Level 8 on the NFQ awarded by ATU Sligo.

When you join Walfrid Private, you will receive a tailored induction and will be assigned a business supervisor and mentor to provide support throughout the scheme.

We will work with you to enable you to reach your development goals and aspirations for your career at Walfrid Private. In return, we expect you to bring the commitment and drive to add significant value to the company.

About the Role:

• Process pension, investment & protection business submitted by financial advisory team.
• Key new applications on life company portals.
• Set up new clients and policies on CRM.
• Work with the financial advisors to draw up and issue compliance documents to clients -recommendations, statement of suitability, market research reports, risk profiling etc.
• Ensure files are compliant in line with our processes and procedures.
• Establish & build strong relationships with their clients.
• Processing ad hoc requests from customers, e.g., address changes, encashments, withdrawals.
• Managing daily post and client correspondence
• Prepare and maintain client files.
• Deliver a consistently high level of service by telephone and email to all customers to contribute proactively to the retention of existing business.
• Support change within the team and cross train with other departments in the business to ensure high levels of service and knowledge.

About You:

• Able to provide excellent levels of customer service to clients
• Professional phone manner.
• Strong communication skills both written and verbal.
• High level of attention to detail and ability to work to deadlines.
• Good administration skills.

Minimum Entry Level Requirements:

• Be 18 years of age or older.
• Mature students – if over 23 years there are no minimum educational requirements - documented interview required.
• FETAC Level 5 qualification holders
• Between 18 and under 23 years – Leaving certificate, minimum of 160 points to include two honours in higher level paper and passes in Maths and English/Irish with specific requirements on grades/levels

Interested applicants should ask themselves the following key questions before applying:

• Do I meet the minimum entry level requirements?
• Can I commit to a three-year contract of apprenticeship?
• Do I have the self-motivation and time management skills to study at a BA (Hons) level and work at the same time?
• Can I be diligent and committed to all aspects of work, training, and education?
• Do I have the ability to communicate effectively both with customers and in a team?
• Can I take ownership and accountability for my own actions and responsibilities?
• Can I contribute €600 annually for three years (reduced student registration charge)?

Application Process and Timeframes:

• Application submission with CV to: colin@walfridprivate.ie

At Mortgageline, we have been helping our customers look after their Mortgage and Life Assurance needs for over 20 years. We have thousands of Irish customers and a strong team of 18 people working for us. We are one of Ireland’s most established Mortgage Brokers and have an excellent reputation with our clients and Business Partners.  We are very customer focused and our Company motto is Good People, Sound Advice.

About the Apprentice programme:

We are looking for an ambitious and talented individual(s) who shows the potential to develop into a high performing business professional. This opportunity is a three-year fixed term contract apprentice scheme that provides exposure to all aspects of our business, allowing you to develop your technical expertise as well as professional skills.

While on the programme, in addition to gaining on the job Mortgage and Insurance experience, you will complete the insurance industry professional qualifications APA and CIP/QFA as well as a Bachelor of Arts (Honours) in Insurance Practice (Apprenticeship) which is Level 8 on the NFQ awarded by ATU Sligo.

When you join Mortgageline, you will receive a tailored induction and will be assigned a business supervisor and mentor to provide support throughout the scheme.

We will work with you to enable you to reach your development goals and aspirations for your career at Mortgageline. 

In return, we expect you to bring the commitment and drive to add significant value to the company.

Broker Role

As an apprentice, you will gain in-depth knowledge of the Mortgage and Insurance market and experience to arrange suitable products and policies for your clients. You will learn how to be an effective intermediary between our clients and The Mortgage Lenders & Insurance companies. 

• Gather information from your clients, assessing their insurance needs and risk profile.
• Research insurance companies' policies and negotiate with underwriters to find the most suitable insurance for your clients at the best price.
• Research Mortgage Options from the lenders to find the most suitable mortgage product for your clients at the best price.
• Ensure that your clients understand the terms and the extent of the cover provided in line with industry regulations.
• Foresee your clients' insurance needs, such as policy renewals or amendments.
• Arrange specialised types of insurance cover in complex cases; this may involve preparing reports for insurance underwriters and surveyors and negotiating with insurers.
• Build and maintain ongoing relationships with your clients.
• Keep detailed records and complete administrative tasks such as paperwork and correspondence.
• Develop relationships with Bank and Life Managers, Surveyors, Solicitors, structural engineers, and other professionals.
• Keep up with changes in the insurance market and in your clients' industries.

About You:

You must be:

• Focused, diligent & be committed to work and studying for a level 8 education programme at the same time.
• Able to communicate effectively (in both written and verbal form.)
• Willing to be part of a team.
• Committing to the customer.
• Take ownership & accountability for own actions and responsibilities.
• Have attention to detail and time management.
• Have the ability to manage own workload.
• Strong relationship building skills.
• Aptitude to make real time decisions based on changing information.
• Problem solving abilities.

Benefits of Working in Mortgageline

• Competitive salary
• Pension scheme
• Generous holiday allowance
• Education and Development support
• Staff Health & Wellness Programme – which covers both physical and mental health.
• Supportive working environment 

Minimum Entry Level Requirements:

• Be 18 years of age or older.
• Mature students – if over 23 years there are no minimum educational requirements - documented interview required, maybe subject to an interview with ATU Sligo
• FETAC Level 5 qualification holders
• Between 18 and under 23 years – Leaving certificate, minimum of 160 points to include two honours in higher level paper and passes in Maths and English/Irish with specific requirements on grades/levels

Application Process and Timeframes:

Application submission with CV to: admin@mortgageline.ie