SME Consultant

Posted 16 Days Ago
Be an Early Applicant
3 Locations
In-Office
Entry level
Insurance
The Role
Manage and grow an SME employee benefits portfolio covering Group Risk and Group Healthcare. Provide renewal consulting, rate reviews, proactive account management, client communications, presentations, and advice. Build client and provider relationships, identify retention and cross-selling opportunities, coordinate administrative support, and ensure timely query resolution. Maintain regulatory compliance, accurate documentation, competency, and quality through peer reviews and continuing professional development.
Summary Generated by Built In

PIB (Employee Benefits) consultants adopt an approach of supporting organisations across all areas of financial and non-financial rewards that meet the needs of a business and its employees. This includes healthcare, corporate pensions, risk, employee benefit communications and employee benefits technology.

We are now looking for an EB Consultant within the SBU unit . This role will help SMEs get the most from their people strategies by delivering exceptional advice across Group Risk and Healthcare. You will provide a desk-based service with occasional face-to-face client meetings, supporting and growing an established SME portfolio.

What You’ll Be Doing

  • Managing and growing an SME portfolio across Group Risk (Life, IP, CI) up to 30 lives and Group Healthcare (PMI, Dental, Health Cash Plans) up to 10 lives

  • Delivering excellent customer outcomes through proactive account management, renewal consulting, and rate reviews.

  • Building strong relationships with clients and providers via telephone, MS Teams, and in-person meetings.

  • Preparing and delivering employee communications and presentations.

  • Coordinating with admin/support teams to ensure service standards, smooth workflows, and timely query resolution.

  • Driving retention and new business income targets; identifying cross-sell and up-sell opportunities.

  • Collaborating with the wider Insurance Broking and Employee Benefits teams to shape solutions aligned to client needs.

  • Supporting quality by conducting peer reviews and ensuring your own work is reviewed where needed.

What We’re Looking For

  • A Group Risk background is essential with knowledge and experience within Group Healthcare products a distinct advantage

  • Experience in the Employee Benefits sector

  • Strong consulting skills with excellent questioning, listening, and clear written/verbal communication.

  • Highly organised with solid administrative capability; confident with MS Word, Excel, PowerPoint, and Outlook.

  • Comprehensive knowledge of EB products, market trends, and FCA-regulated environments.

  • Team player who thrives in a dynamic setting, focused on client outcomes and achieving financial/service targets.

  • Qualifications: GR1 and IF7 desirable; ongoing CPD commitment expected.

Compliance, Quality and Conduct

  • Adhere to regulatory requirements and internal policies, including accurate file maintenance and documentation.

  • Maintain competency and complete CPD; support team quality via peer reviews.

  • Uphold PIB’s Code of Conduct: client-first, collaborative, skilled, transparent, and fair, with the highest standards of propriety.

What You’ll Get

  • Opportunity to shape and grow a high-potential SME portfolio.

  • Supportive team environment with strong values and clear development pathways.

  • Competitive package with performance-linked rewards.

Why PIB Group?

PIB Group is one of the UK’s fastest-growing insurance businesses, offering real career progression, professional development, and a collaborative culture where your work truly matters.

We encourage our people to be collaborative, with entrepreneurship at our core. We are a fast-paced, growing organisation and an exciting place to be.

We also value ambition and creative thinking. You don’t have to tick every box to apply, if you bring fresh ideas and a drive to grow, we’d love to hear from you!

Inclusion & Accessibility

We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation, or any other characteristic protected by law.

If you need this job advert in any other format or require any adjustments for your application or during the recruitment process, please reach out to [email protected]

#LP

Skills Required

  • Essential background in Group Risk
  • Experience in the Employee Benefits sector
  • Knowledge of Group Healthcare products
  • Strong consulting, questioning, listening, and written and verbal communication skills
  • Highly organized with solid administrative capability
  • Confidence using Microsoft Word, Excel, PowerPoint, and Outlook
  • Comprehensive knowledge of employee benefits products and market trends
  • Knowledge of FCA-regulated environments
  • GR1 qualification
  • IF7 qualification
  • Commitment to ongoing CPD
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The Company
HQ: London
2,973 Employees

What We Do

Since our formation in 2015, PIB Group has been on a mission to create a leading position in the provision of specialist insurance solutions across the UK market and beyond. It’s been an exciting journey as we’ve remained focused and committed to delivering everything that we set out to achieve. We’ve been growing rapidly through acquisition, and by employing outstanding individuals with a wealth of knowledge and experience across the insurance market. By bringing together companies and individuals recognised as leaders across a range of specialist markets, PIB can draw on their vast expertise and insights which in turn enables customers to enjoy the highest levels of service. That journey has led to PIB Group today being a highly diversified insurance distribution consolidator focusing on specialist commercial lines and non-standard personal lines products with deep expertise across both direct and B2B distribution through its broking, underwriting and network divisions. In 2021, PIB Group secured further investment from Apax partners (the ‘Apax Funds’) and re-investment from PIB’s existing investor since 2015 The Carlyle Group. The investments enable PIB to continue our ambitious growth plans.

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