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SME Consultant


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 * Minimum 1/2 years’ experience in the Employee Benefits sector considered * 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. 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. REF-(Apply online only)

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