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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.

Job Reference 2298