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PIB Group

SME Consultant

PIB Group

Employee Benefits Consultant growing PIB Group’s UK SME insurance portfolios. Advising clients on Group Risk and Healthcare while driving retention, new business, and service outcomes.

Posted 8/25/2026full-timeLondon • 🇬🇧 United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing Group Risk and Group Healthcare portfolios, with a strong focus on client outcomes, proactive account management, and compliance with regulatory standards. Possesses solid consulting skills and the ability to identify cross-sell and up-sell opportunities while maintaining high service standards.

Highest-signal resume keywords
Group Risk ManagementGroup Healthcare Products KnowledgeEmployee Benefits ExperienceStrong Consulting SkillsFCA-Regulated Environment Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Account ManagementRate ReviewsEmployee CommunicationsFile MaintenanceDocumentation Accuracy
Soft Skills
Excellent CommunicationHighly OrganisedTeam PlayerProactive Problem Solving
Tools & Technologies
MS WordMS ExcelMS PowerPointMS OutlookMS Teams
Certifications & Qualifications
GR1IF7Ongoing CPD Commitment
Industry Keywords
SME Portfolio ManagementCustomer OutcomesCross-Sell OpportunitiesUp-Sell OpportunitiesRegulatory Compliance

About the role

Key responsibilities & impact
  • Manage and grow 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
  • Deliver excellent customer outcomes through proactive account management, renewal consulting, and rate reviews
  • Build relationships with clients and providers via telephone, MS Teams, and in-person meetings
  • Prepare and deliver employee communications and presentations
  • Coordinate with admin/support teams to ensure service standards, smooth workflows, and timely query resolution
  • Drive retention and new business income targets
  • Identify cross-sell and up-sell opportunities
  • Collaborate with Insurance Broking and Employee Benefits teams to shape client solutions
  • Conduct peer reviews and ensure work is reviewed where needed
  • Adhere to PIB’s Code of Conduct and uphold high standards of propriety

Requirements

What you’ll need
  • A Group Risk background is essential
  • Knowledge and experience within Group Healthcare products is a distinct advantage
  • Experience in the Employee Benefits sector
  • Strong consulting skills
  • Excellent questioning, listening, and clear written/verbal communication
  • Highly organised with solid administrative capability
  • Confidence with MS Word, Excel, PowerPoint, and Outlook
  • Comprehensive knowledge of EB products and market trends
  • Knowledge of FCA-regulated environments
  • Ability to work as a team player in a dynamic setting
  • Focus on client outcomes and achieving financial/service targets
  • GR1 and IF7 desirable
  • Ongoing CPD commitment expected
  • Adherence to regulatory requirements and internal policies
  • Accurate file maintenance and documentation
  • Maintain competency and complete CPD

Benefits

Comp & perks
  • Performance-linked rewards
  • Professional development
  • Clear development pathways
  • Career progression
  • Collaborative culture
  • Supportive team environment
  • Equal opportunities and inclusive workforce
  • Application and recruitment-process adjustments available