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Employee Benefits Executive Location: Hybrid (East Anglia region)
Salary: £40,000 – £50,000 FTE, depending on experience
Working Hours: Full time (35 hours) preferred; part time considered (minimum hours negotiable)
The Company A respected commercial insurance brokerage with a strong reputation for professionalism and client care is seeking an Employee Benefits Executive to join its growing team. This organisation supports a broad mix of SME, commercial and corporate clients, providing tailored non-investment employee benefits solutions and expert advice.
The Role In this client-facing role, you will manage and grow your own portfolio of SME/commercial and corporate clients, specialising in non-investment employee benefits products. You will build strong relationships, deliver expert advice, and identify opportunities to enhance client programmes and develop the account.
You will be based at an East Anglia office (two locations available), with occasional travel between sites and hybrid working available after probation.
Key Responsibilities
Managing, developing and retaining a portfolio of SME, commercial and corporate clients
Advising on non-investment products including DIS, PMI, Key Person cover and Shareholder Protection
Strengthening relationships with clients, insurers and affinity partners
Building visibility and a strong profile within the sector to support business development
Spotting opportunities to up-sell and cross-sell relevant products to existing clients
Converting inbound new business leads
Attending client meetings as required, in person or virtually
Conducting detailed reviews of client needs and offering tailored recommendations
Managing new business and renewals to build a profitable portfolio
Negotiating terms with insurers and conducting market exercises
Producing business reports for clients and senior stakeholders
Ensuring accurate, organised and compliant file management within Acturis
Acting as a technical referral point for non-investment products
Maintaining up-to-date market knowledge and attending networking/supplier events
Experience & Qualifications Essential:
Experience in commercial insurance with exposure to non-investment employee benefits products
Experience arranging DIS, PMI, Key Person cover and Shareholder Protection
Strong ability to identify and convert up-sell and cross-sell opportunities
Cert CII qualified
GCSEs including Maths & English (Grade C/4+)
Excellent communication skills, both written and verbal
Strong organisational, prioritisation and problem-solving ability
High attention to detail
Confident user of MS Office
Desirable:
Broader commercial lines experience
Experience using Acturis
Dip CII or equivalent knowledge/experience
You will be proactive, commercial, and client-focused, with the ability to build trusted relationships and deliver fair customer outcomes. You combine technical knowledge with professional integrity, and you take pride in continuous improvement and supporting those around you.
Remuneration & Benefits
£40,000 – £50,000 FTE depending on experience
34 days holiday (including bank holidays)
Financial support for professional qualifications
Wellbeing workshops
Company events
Shopping discounts platform
Online training and development tools
Free on-site parking
Company pension scheme
Subject to probation/eligibility:
Hybrid working
Group life insurance
Private medical insurance
Company sick pay
Enhanced maternity pay
Why This Role? This role offers an excellent opportunity to take ownership of a varied client portfolio within a supportive, professional, and growing environment. You’ll have the autonomy to build long-term relationships, develop your expertise in employee benefits, and make a meaningful impact on client outcomes while progressing your own career.
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