SME Employee Benefits 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 a proven dual skilled EB Consultant, seeking their next move up from Associate Level or just considering a change. 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) and Group Healthcare (PMI, Dental, Health Cash Plans).
- 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
- Dual-skilled consultant experienced in both Group Risk and Group Healthcare products is a must.
- Minimum 2 years' experience in Employee Benefits; prior Consultant or Associate Consultant experience is desirable.
- 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.
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