ROLE DESCRIPTION:Bulsara Insurance & Financial Services is a leading insurance agency dedicated to providing exceptional service to our clients. We are currently seeking a dynamic individual to join our team.Our ideal candidate is highly organized, detail-oriented, and committed to contributing to a positive and productive workplace. If you thrive in a supportive role and are eager to learn and grow within the insurance industry, we invite you to apply and become a valued member of our team.Responsibilities:
- Greet clients warmly in person and over the phone, directing them to the appropriate team members.
- Manage appointment scheduling and office communications.
- Assist in handling incoming inquiries and maintaining customer records.
- Engage in sales conversations with prospective and existing clients, identifying opportunities to offer insurance solutions.
- Provide excellent customer service and follow up on client needs.
- Support the team with various administrative tasks and projects.
Qualifications:
- Previous experience in a receptionist or customer service role.
- Excellent communication and interpersonal skills.
- Strong organizational and multitasking abilities.
- Comfortable with engaging in sales conversations.
- Basic computer skills, including Microsoft Office and CRM systems.