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Account handler (estates)

Kirkcaldy
Idex Consulting
Account handler
Posted: 4 October
Offer description

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.


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

* Minimum 4 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.


Pay range and compensation package

The base salary is £35,000 to £45,000 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 with CV preparation and provide guidance for interviews. To register your interest, hit the apply button or email.

Stuart McKenna, Business Director (IDEX Consulting).

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