SME Consultant
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Job Location:
Monthly Salary:
Posted on:
14 hours ago
Vacancies:
1 Vacancy
Job Summary
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 Youll 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 Were 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 PIBs Code of Conduct: client-first collaborative skilled transparent and fair with the highest standards of propriety.
What Youll 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 UKs 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 dont 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.
Required Experience:
Contract
Key Skills
- Sales Experience
- Direct Sales
- Hyperion
- Financial Services
- Financial Concepts
- Banking
- Oracle EBS
- Securities Law
- Peoplesoft
- Oracle
- Financial Management
- Workday
About Company
PIB is a growing group of insurance advisory businesses. Launched in 2015, we have grown rapidly through acquisitions and by employing outstanding individuals with a wealth of knowledge and experience across the insurance market.
