Position: Account Handler
Location: Cupar, Fife
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 which cover castles, stately homes and specialist heritage properties across the UK.
This market is a fascinating area of the property space which includes some of the Uks most recognisable, 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 you to develop professionally and financially.
About the Role:
We are seeking a proactive Account Handler to provide support to the broking team with administrative and operational tasks.
This role will involve managing day-to-day administrative tasks such as scheduling, document preparation, and communication support to ensure the smooth running of the business.
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 required.
* 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.
* Work collaboratively with other administrative staff to provide consistent support across the company.
* Undertake additional administrative tasks as needed to support the smooth functioning of the business.
Qualifications & Skills:
* Minimum 2 years’ experience in an administrative role, preferably in the insurance or financial services sector.
* Strong organisational and multitasking skills, with excellent attention to detail.
* Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and other relevant business software.
* Excellent written and verbal communication skills.
* Ability to work independently and as part of a team, demonstrating flexibility and a proactive mindset.
* High level of 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 is £30,000 to £40,000 depending on your level of experience. Benefits include private medical cover, 25 days holiday (plus bank holidays), bonus and life cover.
Interview Process:
The interview process includes an initial application or enquiry to Stuart McKenna of IDEX Consulting, followed by two interviews onsite in the regional offices.
IDEX can assist you with your CV and will offer detailed guidance and preparation for your interviews. Hit the apply button or email to register your interest to Stuart McKenna, Business Director (IDEX Consulting), stuart.mckenna@idexconsulting.co.