Client Services Advisor

Apply now Job no: 502627ChermCSDJan
Work type: 38 HOUR WK - ROSTERED
Location: CHERMSIDE
Categories: Sales, Customer Support

 

You’ll love this role if you’re confident in your sales capability and want more variety across the customer journey. 

You already know how we work. You know the standards. You know what good looks like in a customer conversation. This role builds on that, but gives you a broader mix of calls across the day. In CSD, it’s not one call type on repeat. You might kick off with a simple policy update, then move into a quote, then help someone work through their cover before they make a decision. Some calls are quick wins. Some need a bit more patience and clear thinking. 

There are still service and sales targets. That doesn’t change. You’ll still know where you stand. The difference is the variety. You’ll be switching gears more often and building stronger end to end judgement as you go. It’s steady. It’s structured. It just stretches you in different ways. 

 

What you’ll be doing

  • A full-time role in-office at Chermside
  • Take inbound calls about policy updates and amendments, quotes, and general enquiries
  • Follow a clear call structure so customers understand their cover, pricing, and next steps
  • 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
  • Completed Youi's 6-month probation period

 

If you can see yourself growing into this, you’ll likely love this role.

Apply now and we'll circle back, or for more information about Client Services reach out to Anton Meijler or Tuvao Pomare Salu.

 

Advertised: E. Australia Standard Time
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