SME Consultant

PIB Group; Greater London; On-site; GBP 42,000 - 65,000; Full time

Benefits offered by this job

Portfolio growth opportunities

Supportive development pathway

Competitive rewards

Job summary

PIB Group, a leading UK insurance intermediary, is recruiting an EB Consultant within the SBU unit to manage an SME portfolio across Group Risk and Healthcare. You will deliver renewal consulting, rate reviews, and proactive account management to drive client outcomes and retention.

You will build strong client and provider relationships, prepare communications, and coordinate with admin teams to maintain high service standards. PDPs and CPD are expected within a dynamic team.

Qualifications

• Group Risk background essential; knowledge of 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.
• Compliance and Conduct: adhere to regulatory requirements and internal policies; CPD commitment expected.
• Maintain competency and complete CPD; support team quality via peer reviews.

Responsibilities

• Managing and growing an SME portfolio across Group Risk and Group Healthcare.
• Delivering excellent customer outcomes through proactive account management, renewal consulting, and rate reviews.
• Building strong relationships with clients and providers via telephone, Teams, and in-person meetings.
• Preparing and delivering employee communications and presentations.
• Coordinating with admin/support teams to ensure service standards and timely query resolution.
• Driving retention and new business income targets; identifying cross-sell and up-sell opportunities.
• Collaborating with Insurance Broking and Employee Benefits teams to shape client solutions.
• Supporting quality by conducting peer reviews and ensuring work is reviewed where needed.

Skills

Consulting skills

Questioning & listening

Client relationship management

Communication skills

Team player

Organisational skills

Education

GR1 (Group Risk)

IF7

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.

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.

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 [e-mail]

#LP We are a dynamic and diversified insurance intermediary group providing specialist insurance solutions across the UK market and Internationally.