Insurance account representative Work, Jobs in Scotland (with Salaries)

Pension Administrator
Scottish Friendly —Glasgow
- £24,500 - £27,000 a year
- Full-time
- Hybrid work
- Customer service
- Analysis skills
- Organisational skills
- Health & wellbeing programme
- Work from home
Quick apply
Customer Service Representative
CCL Logistics Ltd —Troon
- £28,000 - £30,000 a year
- Full-time
- Bilingual
- Microsoft Word
- Microsoft Excel
- Health & wellbeing programme
Quick apply
12d
Accounts Assistant
SW Group —Kirkcaldy
- Full-time
- Hybrid work
Quick apply
10d
Graduate Programme, Audit - Edinburgh (Sept 2026)
SW Group —Edinburgh
- Full-time
- Tax experience
Quick apply
Field Representative
Ascent Performance Group Ltd —Glasgow
- Full-time
- Microsoft Word
- Microsoft Outlook
- Financial services
- Work from home
Quick apply
11d
Health & Safety Advisor
Emcor —Glasgow
- £45,000 a year
- Full-time
- Remote
- Employee assistance programme
- Referral programme
Quick apply
Inside Sales Representative
XMA —Glasgow
- £26,000 - £30,000 a year
- Full-time
- Sales
- IT
- Employee discount
- Life insurance
11d
Claims Payee Verification Specialist (Spanish Speaker)
Gallagher —Glasgow
- Spanish
- Customer service
- English
- Employee stock purchase plan
- Life insurance
12d
JUNIOR SALES ADVISOR
Verisure Services (UK) Limited —Rutherglen
- £3,800 a month
- Full-time
- Sales
Quick apply
Commercial Manager
BAM Nuttall —Inverness
- Travel
3d
Corporate Tax Assistant
SW Group —Edinburgh
- Full-time
- Hybrid work
- IT
- Tax experience
Quick apply
Junior Commercial Advisor
Verisure Services (UK) Limited —Hamilton
- £3,800 a month
- Full-time
Quick apply
Accountant
Catalent —Bathgate
- Full-time
- Microsoft Excel
- Analysis skills
- Travel
- Free parking
- Employee assistance programme
Finance Manager
GUARD Archaeology Limited —Glasgow
- £40,000 - £45,000 a year
- Overtime
- Microsoft Word
- Microsoft Excel
- Computer literacy
- Free parking
- Work from home
Quick apply
Field Sales Representative
Phoenix 2 Retail —Aberdeen
- Up to £28,500 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Store discount
- Employee assistance programme
Quick apply
13d
JUNIOR SALES CONSULTANT
Verisure Services (UK) Limited —Rutherglen
- £3,800 a month
- Full-time
- Sales
- Driving
Quick apply
SALES EXECUTIVE
Verisure Services (UK) Limited —Glasgow
- £3,800 - £6,000 a month
- Full-time
- Sales
Quick apply
Counter Sales
EECOL —Airdrie
- £23.79 - £29.74 an hour
- Full-time
- Microsoft Word
- Computer literacy
- Annual leave
- Employee discount
5d
Clinical Project Analyst
Catalent —Bathgate
- Full-time
- Microsoft Excel
- Presentation skills
- Organisational skills
- Employee assistance programme
5d
Site Reliability Engineer - 9 Month FTC
Evelyn Partners —Glasgow
- Full-time
- Hybrid work
- Oracle
- Analysis skills
- APIs
Quick apply
5d

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insurance account representative jobs near scotland

Pension Administrator

Scottish Friendly -
Glasgow

Quick apply

Job details

Permanent | Full-time
£24,500 - £27,000 a year

Benefits

Casual dress
Health & wellbeing programme
Cycle to work scheme
Company pension
Work from home
Private medical insurance
Employee discount
Life insurance
Sick pay

Qualifications

Pension
Customer service
Analysis skills
PAYE
Organisational skills
Payroll
Communication skills
Tax experience

Full job description

The Customer Services Representative will be responsible for processing and administering all Ex-FIL Section 32 policies on the Sonata Wealth platform, ensuring compliance with legislation, regulations, and Scottish Friendly processes and procedures. This role plays a key part in delivering exceptional service to customers and supporting their retirement journey.

Key responsibilities

· Process all servicing requests for Section 32 products, including: Change of details, Change of income, IFA requests, Account suspensions

· Prepare and process regulatory and ad-hoc customer wake-up packs as part of the retirement journey.

· Handle all “Money Out” transactions for accumulation accounts including: UFPLS, Partial UFPLS, Small Pots, Stand alone Lump Sum - some of which have Protected Tax Free Cash.

· Transfers to receiving schemes - both via Origo and Paper based

· Manage bereavement cases with sensitivity and accuracy.

· Administer flexible drawdown processes, including: Full, partial, and phased crystallisations

· Setting up regular or ad-hoc income requests

· Beneficiary drawdown upon death

· Provide general servicing of drawdown policies, including pre-sale illustrations and reviews.

· Ensure accurate and timely processing of all tasks.

· Collaborate within the team to deliver key development tasks and projects.

· Act as a source of product knowledge for other departments, particularly on Flexible Drawdown.

· Engage with colleagues across the business to gather requirements for new and existing projects.

· Manage multiple tasks effectively and meet deadlines.

· Maintain high attention to detail in all activities.

Qualifications and skills

· Strong knowledge of pension schemes, Section 32 products, and flexible drawdown requirements.

· Experience with PAYE tax requirements and payroll processes.

· Proven experience in administering pension and drawdown policies.

· Technical understanding of pension and drawdown rules and regulatory requirements.

· Excellent customer service and communication skills.

· Ability to adapt to a changing environment and take on new tasks.

· Strong organizational skills and ability to manage personal workload.

· Comfortable challenging and improving existing processes and developing new ones.

· Analytical skills to examine information and identify key details.

Scottish Friendly Values

We would like you to demonstrate the Scottish Friendly values in your role:

WE’RE IN THIS TOGETHER

· We collaborate and value each other’s opinion

· We’re a small team with a big impact

· We support each other to thrive and grow

WE CARE ABOUT OUR CUSTOMERS

· Our customers are at the heart of everything we do

· We’re committed to doing the right things for our customers

· We listen to and learn from our customers

WE KEEP MOVING FORWARD

We always see change as an opportunity

Our progress is based on careful management of our risks

We have the courage to test new ideas and learn from them

Job Types: Full-time, Permanent

Pay: £24,500.00-£27,000.00 per year

Benefits:

Casual dress
Cycle to work scheme
Employee discount
Health & wellbeing programme
Life insurance
Private medical insurance
Sick pay
Work from home

Work Location: Hybrid remote in Glasgow G2 4HJ

Quick apply

Refine Your Search

insurance account representative jobs in scotland

Pension Administrator

Customer Service Representative

Accounts Assistant

Graduate Programme, Audit - Edinburgh (Sept 2026)

Field Representative

Health & Safety Advisor

Inside Sales Representative

Claims Payee Verification Specialist (Spanish Speaker)

JUNIOR SALES ADVISOR

Commercial Manager

Corporate Tax Assistant

Junior Commercial Advisor

Accountant

Finance Manager

Field Sales Representative

JUNIOR SALES CONSULTANT

SALES EXECUTIVE

Counter Sales

Clinical Project Analyst

Site Reliability Engineer - 9 Month FTC

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