SME Consultant

PIB Group Services Ltd.; Birmingham; Hybrid; GBP 42,000 - 60,000; Full time

Job summary

PIB Group is seeking an EB Consultant within the SBU to support SMEs with Group Risk and Healthcare offerings. You will deliver proactive account management, prepare employee communications, and drive retention and new business income targets while collaborating with internal teams.

You will engage clients via phone, MS Teams and in-person meetings, shaping solutions in a FCA-regulated environment and contributing to a growing SME portfolio.

Qualifications

• Group Risk background essential
• Experience in Employee Benefits sector
• Strong consulting skills with good questioning/listening
• Comfort with MS Word/Excel/PowerPoint/Outlook
• FCA-regulated environment knowledge advantageous

Responsibilities

• Manage and grow SME portfolio across Group Risk and Healthcare
• Deliver renewal consulting and rate reviews
• Prepare and deliver employee communications and presentations
• Coordinate with admin teams to ensure service standards and timely queries
• Identify cross-sell and up-sell opportunities and support growth

Skills

Group Risk

Group Healthcare

Employee Benefits

Consulting skills

MS Office

Tools

MS Word

Excel

PowerPoint

Outlook

Job description

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 DoingManaging 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 livesDelivering 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 ForA Group Risk background is essential with knowledge and experience within Group Healthcare products a distinct advantageExperience in the Employee Benefits sectorStrong 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 ConductAdhere 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 GetOpportunity 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 & AccessibilityWe 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 [e-mail]#LP