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.