SME Insurance Consultant

Working for a marketing leading insurance provider based in Birmingham.

SME Insurance Consultant

Permament Vacancies

Birmingham

Full Time

£60,000 per annum

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Full Job Description

The Role:

We are seeking an experienced Employee Benefits Consultant with a primary focus on delivering consultancy services to our Corporate Clients and supporting their employee benefits programs.

While experience across the entire employee benefits spectrum is desired, expertise in specific areas, particularly in Pensions, would be highly valued. In this role, you will be expected to help foster strong client relationships and develop strategies to continually identify opportunities for growing our client services and revenues. This opportunity is ideal for an ambitious individual looking to advance their career.

We understand that success isn’t measured by time spent in the office. Therefore, we are open to discussing your flexible working needs, whether that means working from home or from one of our many sites across the UK. As this role covers the London region, the ability to travel to London easily and regularly is essential.

Responsibilities:

  • Manage a portfolio of corporate clients.
  • Directly interact with clients to resolve queries, support relationship development, and ensure timely delivery of services.
  • Provide thought leadership on all aspects of employee benefits.
  • Work to review and expand the services offered to clients.
  • Deliver a range of services, including conducting market reviews.
  • Support the development of our Employee Benefits proposition.
  • Mentor and support junior consultants in building their knowledge and confidence.
  • Attend and participate in client meetings.
  • Meet key financial targets set by the Senior Leadership Team.
  • Ensure full adherence to company FCA requirements (e.g., file maintenance, terms of business, key facts documents, claim register, file checklists).
  • Conduct and undergo peer reviews of work as appropriate.
  • Adhere to Corporate Policies and Procedures (CCPs).
  • Report any suspected compliance breaches to management or the compliance department immediately upon discovery.

Experience:

  • 3+ years of experience in an Employee Benefits consultancy role, with a focus on pensions.
  • Relevant qualifications, such as Group Risk (GR1) and Healthcare Insurance Products (IF7).
  • Strong technical understanding of employee benefits design and products, particularly in workplace pensions.
  • Good commercial awareness.
  • Experience with new business pitches and tendering.
  • Highly organized with excellent attention to detail.
  • Ability to prioritize, organize, and complete tasks within deadlines.
  • Ability to follow processes and procedures accurately.
  • Good numeracy and literacy skills.
  • Proactive and a team player.

Further Information:

In addition to a competitive salary, we offer the following benefits:

  • Competitive holiday allowance with the option to buy additional days annually.
  • Death in Service benefit of 4x salary.
  • Company pension scheme.
  • Enhanced maternity and paternity leave packages.
  • Flexible benefits package allowing you to customize your overall benefits.
  • Access to discounts on technology, electronics, cinemas, restaurants, days out, mortgage advice, travel, and more via our benefits portal.
  • Referral schemes.
  • Discounted rates on company products.
  • A comprehensive employee benefits and welfare package, including financial management support, cycle to work scheme, counseling, health screening, will writing, menopause support, smoking cessation support, and more.
  • Discounts on attractions and activities through a kids pass, as well as discounts at hairdressers and beauticians.
  • Climate change projects with various options to choose from.
  • A comprehensive learning & development framework, including professional study options and apprenticeships, available to all employees to support your career development.

Our client is committed to reducing their environmental impact responsibly. From individual actions by colleagues to installing the right facilities across our premises, many measures are in place to help reduce our carbon footprint.

If you want to work for a company that truly puts people at the heart of its organization, we would love to hear from you. We operate a flexible working policy, and our management teams are ready to discuss how that can meet both your needs and those of the business and the role you are applying for.

We are an equal opportunity employer, committed to hiring a diverse and inclusive workforce. We do not discriminate based on race, color, gender, religion, disability, age, sexual orientation, or any other characteristic protected by law.

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