Small Business Insurance Advisor

Youi Insurance; Sunshine Coast Regional; On-site; AUD 65,000 - 80,000; Full time

Benefits offered by this job

Clear pay and incentives

Generous annual leave

Wellbeing sessions

Discounted gym access

Discounted Youi Insurance

Job summary

Youi Insurance on the Sunshine Coast is seeking a friendly, customer-focused advisor to handle inbound Small Business Insurance inquiries. You’ll learn our tailored processes, take calls about quotes, policy updates, and general enquiries, and guide entrepreneurs through options with clarity.

You’ll complete paid training before going live, receive regular coaching and feedback, and work toward service and sales targets in a supportive team.

Qualifications

• Inbound calls about policy updates, quotes, cancellations, and general enquiries.
• Explain options in simple terms and guide customers through quotes.
• Complete structured paid training before taking live calls.
• Commitment to meeting service and sales targets with coaching.

Responsibilities

• Take inbound calls about policy updates, quotes, cancellations, and general enquiries.
• Update policy details across multiple systems.
• Explain options in simple terms to help confident decisions.
• Identify opportunities for additional cover and quote when it fits.
• Work toward service and sales targets with regular feedback and coaching.
• Follow scripts and compliance requirements.

Skills

Communication skills

Empathy

Active listening

Problem solving

Multi-tasking

Tools

CRM software

Policy systems

Job description

You’ll love this role ifyou’vealways been the one who can talk to anyone and now you want to turn that into something more.

Here is where you’lltake calls from our Small Business Insurance (SBI) customerswho’vereached out to us.Your calls will include discussions for quotes, policy updates,cancellationsand general enquiries, mainly related to Small Business Insurance, though can include our other products, too. When it fits,you’llguide them throughadditionalcover options confidently. There are clear targets,but youwon’tbe guessing your way through it.

You’llcomplete structured paid training before taking live calls. After that,you’llget regular coaching, callreviewsand real feedback so your confidence and capability keep growing.It’speople skills with purpose, helpingour Small Business customers safeguard what matters most.

What you’ll be doing

• A full-time role in-office at Sippy Downs
• Take inbound calls about policy updates, quotes, cancellations, and general enquiries
• Follow a clear call structure to helpentrepreneurs navigate the complexities of insurance
• Update policy details accurately across multiple systems
• Explain options in simple terms so customers can make confident decisions
• Spot opportunities for additional cover and guide customers through a quote when it fits
• Work toward service and sales targets, with regular feedback and coaching
• Follow scripts and compliance requirements to make sure everything is done properly
• Stay calm and professional when conversations are challenging

What great looks like

• Customers finish the call clear, confident, and feeling genuinely looked after
• Policy information is accurate the first time, with minimal rework
• Move confidently between systems without losing connection in the conversation
• Follow process and compliance requirements consistently
• Recognise genuine opportunities to offer additional support and act on them appropriately
• Stay steady when conversations are tough and bounce back quickly
• Take feedback seriously and improve week by week
• Care about doing things properly and hitting your targets

If you can see yourself growing into this,you’lllikely loveit here.

What you’ll get

• Clear pay and incentives - Performance-based incentives, plus annual salary reviews
• Time off you can plan around - Generous annual leave, plus volunteer leave
• A workplace you can feel - Food trucks, themed days and team celebrations that bring real energy to the day
• Leaders who back your growth - Clear direction, regular coaching and real opportunities to step into new roles
• Practical benefits that support you day to day - Free skin checks, flu jabs, wellbeing sessions, discounted gym access and discounted Youi insurance
• Work that has real purpose - Helping customers get back on track when life doesn’t go to plan

Why Youi

We’re here to make insurance better by being more human. You’re not just doing your job, you’re making sure real people get looked after, especially when life doesn’t go to plan. Every conversation, every decision, every day you’re part of raising the bar for want awesome service really means.

We set high standards and recognise people who deliver. Results are rewarded through incentives, everyday shout-outs and recognition programs, so the impact you make never goes unnoticed. You’ll know what’s expected of you, where we’re heading and how your work contributes. We grow our own people here, with clear pathways, structured development and hands‑on coaching, helping many team members step into leadership and specialist roles across the business.

And as more customers choose Youi, we keep growing, creating new roles and opportunities to build your career over time. We don’t just want insurance to be different; we’re actively making it better. And we’re doing it together.