Account Handler

IDEX Consulting Ltd; Cupar; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading company in the insurance market for high-value properties is seeking a proactive Account Handler. This role involves supporting the broking team with administrative tasks, ensuring smooth operations, and requires strong organisational and communication skills. Join at the start of an exciting journey with opportunities for professional growth.

Benefits

Private Medical Cover

25 Days Holiday

Bonus

Life Cover

Qualifications

• Minimum 2 years’ experience in an administrative role, preferably in insurance or financial services.

Responsibilities

• Provide administrative support to the broking team and senior management.
• Manage calendars, schedule meetings, and coordinate travel arrangements.
• Handle incoming and outgoing client communications.

Skills

Organisational Skills

Multitasking

Communication Skills

Interpersonal Skills

Tools

Microsoft Office

Job description

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This range is provided by IDEX Consulting Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from IDEX Consulting Ltd

This is a brand-new business, launched in 2025 within the Fife region, at the cutting edge of the insurance market for high-value properties.

This team offers insurance solutions covering castles, stately homes, and specialist heritage properties across the UK.

This market is a fascinating area of the property space, including some of the UK's most recognizable, interesting, and important properties.

This is a brilliant opportunity for you to join right at the start of a journey that will open career options for your professional and financial development.

About the Role:

We are seeking a proactive Account Handler to support the broking team with administrative and operational tasks.

This role involves managing day-to-day administrative duties such as scheduling, document preparation, and communication support to ensure smooth business operations.

Key Responsibilities:

• Provide administrative support to the broking team and senior management.
• Manage calendars, schedule meetings, risk surveys, risk improvement visits, and coordinate travel arrangements, including flights, accommodations, and itineraries.
• Prepare and edit correspondence, reports, underwriting presentations, and other documents as needed.
• Handle incoming and outgoing client communications, including emails, phone calls, and mail.
• Organise and maintain departmental records, files, and databases.
• Assist in coordinating internal meetings and company events.
• Manage expense reports and process invoices for approval.
• Collaborate with other administrative staff to provide consistent support across the company.
• Undertake additional administrative tasks as needed to support business functions.

Qualifications & Skills:

• Minimum 2 years’ experience in an administrative role, preferably in insurance or financial services.
• Strong organisational and multitasking skills, with excellent attention to detail.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and other relevant software.
• Excellent written and verbal communication skills.
• Ability to work independently and as part of a team, demonstrating flexibility and a proactive approach.
• High discretion when handling sensitive information.
• Strong interpersonal skills, with the ability to build and maintain positive relationships with internal and external stakeholders.

The Package:

The base salary ranges from £30,000 to £40,000 depending on experience. Benefits include private medical cover, 25 days holiday (plus bank holidays), bonus, and life cover.

Interview Process:

The process includes an initial application or enquiry to Stuart McKenna of IDEX Consulting, followed by two onsite interviews at regional offices.

IDEX offers CV assistance, detailed guidance, and interview preparation. To apply, click the button or email Stuart McKenna, Business Director, at [e-mail].

Seniority level

• Associate

Employment type

• Full-time

Job function

• Administrative and Customer Service

Industries

• Insurance

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