SME Consultant in Croydon

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.

• 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.

• 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.

• 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.

• 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.

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 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.