Insurance agent Work, Jobs in Edinburgh (with Salaries)

Support Agent
AccountsIQ —Edinburgh
- Hybrid work
- Salesforce
- Accounting
- Communication skills
- Annual leave
Quick apply
3h
Junior Software Engineer
Opus 2 —Edinburgh
- £35,000 - £40,000 a year
- Full-time
- Hybrid work
- Computer Science
- Java
- AWS
- Employee assistance programme
Quick apply
Incident Control and Business Continuity Manager
HM Revenue and Customs —Edinburgh
- £37,682 - £40,705 a year
- Full-time
- Hybrid work
- English
- Presentation skills
- Communication skills
- Work from home
12d
Senior Business Travel Consultant - Spanish speaking
Perk —Edinburgh
- Full-time
- Hospitality
- Bar
- Spanish
- Relocation assistance
- Life insurance
Front Desk Night Manager
Virgin Hotels —Edinburgh
- Full-time
- English
- Hotel
- Supervising experience
- Annual leave
- Employee assistance programme
Quick apply
Real Estate Agent
Betterhomes —Edinburgh
- Full-time
- English
- Communication skills
- Life insurance
Quick apply
Senior Business Travel Consultant - French Speaking
Perk —Edinburgh
- Full-time
- Hospitality
- Bar
- Customer service
- Relocation assistance
- Life insurance
Client Portfolio Manager - Private Equity
Columbia Threadneedle Investments —Edinburgh
- Full-time
- IT
- In-person
- Communication skills
- Work from home
12d
Sales Agent
Copart —Kirkcaldy
- £16,785.60 a year
- Part-time
- Sales
- Customer service
- Employee discount
- Life insurance
Quick apply
11d
Property Maintenance Technician
Landlords' Little Helper —Leith
- £30,000 - £33,000 a year
- Full-time
- Maintenance
- Programmable logic controllers
- IT
- Paid training
Quick apply
Site Agent / Senior Site Agent
AmcoGiffen —Edinburgh
- £51,000 - £70,000 a year
- Full-time
- Engineering
- Leadership
- Life insurance
Quick apply
Company Secretary & Governance Manager
Patria Investments —Edinburgh
- Hybrid work
- Presentation skills
- Leadership
- Work from home
Machine Learning Engineer
Trustpilot —Edinburgh
- Azure
- AWS
- Machine learning
- Employee assistance programme
- Employee discount
Facilities Manager
JLL —Midlothian
- Presentation skills
- Continuous improvement
- Contracts
Software Engineer
Opus 2 —Edinburgh
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Java
- AWS
- APIs
- Employee assistance programme
Quick apply
Bookkeeper
SW Group —Edinburgh
- Full-time
- Hybrid work
- Microsoft Outlook
- QuickBooks
- Communication skills
Quick apply
Staff Software Engineer
Opus 2 —Edinburgh
- £70,000 - £85,000 a year
- Full-time
- Hybrid work
- Java
- AWS
- APIs
- Employee assistance programme
Quick apply
Facilities Manager
NAB-Jones Lang LaSalle Services —Inverleith
- Full-time
- Hospitality
- Presentation skills
- Continuous improvement
Quick apply
AI Engineering Director, LATC
Lenovo —Edinburgh
- Full-time
- Hybrid work
- Doctoral degree
- Computer Science
- Master's degree
- Life insurance
5d
Senior AI Engineer
Capco —Edinburgh
- Full-time
- Hybrid work
- Azure
- Computer Science
- AWS
- Annual leave
- Life insurance
Quick apply

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Support Agent

AccountsIQ -
Edinburgh

Quick apply

Job details

3 hours ago

Benefits

Annual leave
Company pension
Private medical insurance

Qualifications

Salesforce
Accounting software
Accounting
Customer support
SaaS
Bookkeeping
Communication skills

Full job description

The Company

At AccountsIQ, part of the AIQ Group, we're on a mission to deeply understand our customers and deliver technology that enriches their lives. Alongside ExpenseIn, a leading expense management platform within the group, we provide smart, feature-rich financial management software designed for ambitious businesses that have outgrown basic starter systems or seek a simpler, more affordable alternative to complex, costly ERP solutions.

Our cloud-based accounting software transforms the finance function, making it easier for multi-entity businesses to capture, process, and report their financial data with ease and efficiency.

The Role

Reporting to the Support Manager, the successful candidate will work with the team to manage Support queries via ticket requests. The Support Agent will be customer-focused, organised, a clear communicator, a keen trouble-shooter and team player.

What you'll be doing:

Answering tickets from customers, both internal and external, via Salesforce in a timely and professional manner.
Responding to customer queries who are users on our accounts software, ranging from user logins to report mismatches. Ensuring a resolution is achieved where possible in the first response.
Obtaining and evaluating all relevant data to handle queries, which may require contacting the user via phone.
Providing customers with the relevant information about the organisation's service and product information.
Identifying, escalating priority issues and reporting to the senior team members.
Following up on complicated customer contacts, if needed, such as technical fixes.
Communicating and coordinating with internal departments as needed to resolve customer issues.
Recording details of comments, inquiries, complaints, and actions taken. Completing call notes when needed, and inputting this information into Salesforce.
Required to maintain and improve quality results by adhering to standards and guidelines; recommending improved procedures when you see fit.
Required to maintain industry knowledge by studying new product updates, such as new features or improved modules, and participating in educational opportunities.

What you'll need:

2+ years' experience in SaaS customer support, ideally in a high-volume, ticket-based environment
Experience using ticketing systems (e.g. Salesforce, Zendesk) to manage and resolve customer queries efficiently
Strong troubleshooting and problem-solving skills, with the ability to investigate issues and identify root causes
Confident written and verbal communication skills, particularly when explaining financial or technical concepts to non-expert users
Experience handling customer queries across multiple channels, including phone and email
High attention to detail and accuracy when working with customer data and financial information
Ability to manage multiple queries, prioritise effectively, and meet response SLAs
Proactive, ownership-driven approach to resolving issues and improving the customer experience
Bookkeeping or accounting knowledge/experience is a strong advantage – solid understanding of reconciliations, journals, ledgers, and reporting discrepancies, with the ability to interpret and explain financial data confidently

What's the hiring process?

An initial call with our People team to discuss your application.

An interview with the hiring manager.

A final interview with the hiring manager and our Head of Support, this may also include a small task/exercise which you'll be briefed on before the call.

Why work with us?

AIQ Group is a multi-product SaaS business, bringing together ExpenseIn and AccountsIQ, and recently ranked #477 in the Financial Times FT1000 list of Europe's fastest-growing companies in 2026.

As a forward-thinking and collaborative organisation, we combine drive, energy and ambition with a supportive, down-to-earth culture that enables people to do their best work. Our TEAM values (Together, Energy, Action, and Mindset) sit at the core of how we work and grow as a business.

Following a €60M investment in 2024, it's an exciting time to join the group as we continue to scale, enhance our products, and elevate the service we provide to our customers.

Some of our perks

28 days annual leave + bank holidays + your birthday off
Hybrid working from London or Dublin offices
Working from abroad - up to 6 weeks per calendar year
Private Health Insurance
5% Pension contribution
Life Assurance - 4 x Salary
Income Benefit
Wellbeing initiatives

By submitting your application, you agree that AccountsIQ Group may collect your personal data for recruiting, global organisation planning, and related purposes. AccountsIQ Group's Privacy Notice explains what personal information we may process, where we may process your personal information, our purposes for processing your personal information, and the rights you can exercise over AccountsIQ Group's use of your personal information.

Quick apply

Refine Your Search

insurance agent jobs in edinburgh

Support Agent

Junior Software Engineer

Incident Control and Business Continuity Manager

Senior Business Travel Consultant - Spanish speaking

Front Desk Night Manager

Real Estate Agent

Senior Business Travel Consultant - French Speaking

Client Portfolio Manager - Private Equity

Sales Agent

Property Maintenance Technician

Site Agent / Senior Site Agent

Company Secretary & Governance Manager

Machine Learning Engineer

Facilities Manager

Software Engineer

Bookkeeper

Staff Software Engineer

Facilities Manager

AI Engineering Director, LATC

Senior AI Engineer

I want to receive the latest job alerts for insurance agent in edinburgh

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