Customer service associate jobs in Columbia, MD - 4,011 jobs

A leading investment bank in Baltimore is seeking an Investment Banking Associate to support the Industrial & Rental Services Group. The role involves industry research, financial modeling, pitch preparation, and mentoring Analysts. Candidates should have 2-4 years of investment banking experience and possess strong quantitative and interpersonal skills. A competitive salary between $150,000 - $170,000 along with a comprehensive benefits package is offered. #J-18808-Ljbffr

A prominent pediatric healthcare provider in Washington is looking for a Family Services Associate to assist patients and families with issues related to illness and facilitate resource access. Responsibilities include coordinating care among medical teams, conducting screening interviews, and ensuring follow-up support. Candidates must hold a Bachelor's degree and ideally have experience in crisis situations. Bilingual abilities are preferred. This position offers a full-time work schedule with a competitive salary range of approximately $44,782.40 - $74,630.40. #J-18808-Ljbffr

Levine Music - Part-Time Customer Relations Associate Levine Music is a welcoming community where children and adults find lifelong inspiration and joy through learning, performing, listening to, and participating with others in music. Levine's core values - excellence and opportunity - infuse everything we do. Our distinguished faculty offers a broad and well‑rounded curriculum that provides a strong musical foundation for students of different ages, abilities, and interests. We strive to make Levine's education available to everyone. Hundreds of students receive substantial scholarship assistance; many more receive free instruction through fully funded, in‑school programs. Position Summary Primary responsibilities include all aspects of administration, communication, and customer service with customers and employees. Duties and Responsibilities, not limited to the following: Campus Support Perform front desk responsibilities Answer phones and provide information to the public regarding Levine Maintain essential knowledge of programs and events featured on the Levine website Check voicemail and return calls Maintain room reservation schedule Provide campus faculty support: maintain phone lists, place piano tuning requests, update mailboxes, assist with event set-ups when needed Provide administrative support for technology questions Coordinate with day, weekend, and part‑time front desk staff to ensure substitute coverage for vacation, sick days, and vacancies Event Management Set up, attend, and assist at concerts, student recitals, and special events Organize site support (equipment, warm‑up rooms, etc.) for scheduled events such as studio recitals, master classes, lectures, and jams Create programs for student recitals Assist with campus events and programs on assigned evenings and weekends Part-Time Work Schedule • Mondays: 3:00 PM - 9:00 PM • Fridays: 1:00 PM - 9:00 PM • Sundays at Silver Spring: 9:00 AM - 1 PM Weekends: Extra staffing opportunities available; average of 12+ hours per month Qualifications Pleasant and professional phone manner and demeanor Excellent interpersonal and customer service skills Previous customer service experience Strong computer skills, including Microsoft Word, Excel, Outlook, and database management Understanding of office practices with the ability to multitask Willingness to work in a team environment Hourly Rate $17.95 Equal Opportunity Statement Levine Music is an Equal Opportunity Employer. Levine Music's employment policy is committed to anti-discrimination of employees or applicants based on sex, gender identity or expression, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected veteran status, age, or any other characteristic protected by law concerning any employment practices.

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Licensed Customer Service Representative - State Farm Agent Team Member. Active Property and Casualty license is required. We seek an licensed energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. Only candidates who meet the following criteria will be considered for this role: 1. Must have an active Property and Casualty insurance license. 2. Must be able to make the commute to our agency location in Mastic, NY. This is an in-office position. Responsibilities include but not limited to: Establish customer relationships and follow up with clients, as needed Develop new service opportunities with both existing and new clients Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification Use a customer-focused, needs-based review process to educate clients about insurance options Develop insurance quotes, makes sales presentations, and close sales Develop ongoing networking relationships Maintain a strong work ethic with a total commitment to success each and every day As an Agent Team Member, you will receive... Base plus Bonus and Commission Paid Time Off (vacation and personal/sick days) Retirement Plan Valuable experience Growth potential/Opportunity for advancement within my office Requirements Property & Casualty license (required) Life and Health license (required) Bilingual English/Spanish needed! Excellent interpersonal skills Excellent communication skills - written, verbal and listening People-oriented Organizational skills Self-motivated Detail oriented Proactive in problem solving Dedicated to customer service Able to learn computer functions Pride in getting work done accurately and timely Ability to work in a team environment Ability to multi-task Provide timely and thorough activity reports to agent Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. PI18bb9d193d99-30***********9

About the Role The Commercial Lines Client Service Representative plays a vital role in supporting our commercial clients and ensuring their insurance needs are met with professionalism and care. As the primary point of contact for business clients, you will deliver exceptional service, provide expert guidance on commercial coverage, and maintain strong client relationships. This position is key to sustaining our reputation for excellence and driving client retention. Key Responsibilities ● Provide timely and professional assistance to commercial clients regarding their insurance policies, including coverage questions, billing inquiries, and policy changes. ● Process new business applications, renewals, endorsements, audits, and cancellations accurately and efficiently. ● Proactively identify client needs and recommend appropriate coverage options or enhancements to protect their business. ● Maintain accurate client and policy information in the agency management system. ● Assist in the claims process by guiding clients and collaborating with carriers to ensure fair and timely resolution. ● Coordinate with producers and underwriters to deliver comprehensive solutions for complex commercial accounts. About the Candidate The ideal candidate has a strong background in customer service and experience working with commercial insurance accounts. They excel at building lasting relationships with business clients and explaining complex coverage in clear, understandable terms. Highly organized and detail-oriented, they thrive in fast-paced environments and manage multiple priorities with accuracy. Their proactive communication and commitment to service excellence make them an invaluable member of the team. Qualifications Experience: 2+ years in a customer service role, preferably within commercial insurance. Active P&C license preferred but not required with the right experience Strong written and verbal communication skills Tech-savvy, detail-oriented, and organized Experience with an agency management system is a plus. Team-first mentality with a proactive and collaborative attitude Compensation & Benefits Competitive base pay range of $60,000 to $80,000 Full benefits package including health insurance and retirement contributions Free parking Work Environment In-office role (Monday to Friday schedule). Communication channels include phone, email, and team collaboration platforms Small team with supportive culture and a mix of independent and group tasks

Daybright is one of the largest independently owned insurance brokerage firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public sectors. The business was formed in 2008 and today serves over three million participants nationally in the K-12, Corporate and Government markets. For more information about Daybright, please visit our website: ***************** Daybright is hiring a Customer Care Representative for our Broker Solutions Segment located in Owings Mills, MD. JOB DESCRIPTION The Customer Care Representative's (CCR) function is to answer ongoing calls from clients, agents, and carriers to resolve issues and clarify data related to new and existing insurance policies. The CCR may also be assigned processing of New Business that involves processing insurance applications from receipt from agents through to the submission to the insurance carrier. RESPONSIBILITIES Answer phones and emails, responding to basic questions regarding new and existing policies in terms of policy status, type, terms, and coverage. Track calls, documents notes and resolution in the administration system and resolve issues as quickly and accurately as possible. Escalates issues as needed to Customer Care Supervisor. Respond to requests, sending enrollment material packets to Direct Pay accounts/clients. Review submitted applications for completeness and either forward applications to appropriate carriers or enter the enrollment in their carrier portal. Provide client payment information to SF&C Accounting department. Transmit eligibility to carriers, as needed. Periodically review union membership against existing enrollment to ensure continued enrollment eligibility. Review/”scrub” client sheets from agents, typically on Mondays and Tuesdays, noting mistakes or omissions on a correction sheet and return them to the agent for correction. Errors and corrections are checked weekly and reviewed on Carrier Pending reports. Have applications updated and accurately completed and prepared for pickup by late Tuesday. Designated Customer Care Rep will sort the client sheets by group, scan into indexing system, and share the client sheets to Account Administration, as needed. Assist with discrepancy reports, researching and correcting client and carrier data, as needed. Ongoing and as needed, cover for other team members; responsibilities are interchangeable with no specialized duties. JOB QUALIFICATIONS High School Diploma or equivalent At least one year in an office environment, insurance industry helpful RELATED COMPETENCIES: Proficient computer skills using Excel and Word at a basic to intermediate level. Ability to learn document management software, a cloud-based database system Excellent verbal communication skills using English language. This job requires heavy phone use, and the Customer Care Rep must be able to listen, interpret issues, explain concepts, and communicate facts to the members of the public, policyholders, agents, and carriers in a polite and friendly manner, including when under occasional stress. Excellent written skills using English language for writing occasional letters of coverage verification and documenting issues for files and to agents and carriers. Good sense of teamwork. Application processing must be timely and accurate for all, and all must rise to occasion under instances of heavy volume or deadline. Must convey a professional demeanor to project a positive, helpful, patient, and polite demeanor to our agents, policyholders, carriers, vendors, and co-workers. CHALLENGES FOR THIS POSITION: Both speed and accuracy of the application process depend on the quality of the received applications' data. If there are no or only minor corrections needed, things flow efficiently, however, if applications need to be returned to agents for correction, this can slow the work being done by the Customer Care Rep through no fault of their own. The Customer Care Representative cannot know everything, nor do they have ultimate responsibility to make decisions regarding policies. Once they identify and escalate issues, they have no control over the resolution. Customer Care Reps must be prepared to answer numerous calls and respond to emails every day, the nature of which is unknown until they are received. The Customer Care Reps must have a working knowledge of the company and carrier processes and products to escalate issues appropriately. Occasional procedural or software training may be needed at carrier request if they are making changes to their systems and forms.

Government of the District of Columbia Office of the Chief Financial Officer (OCFO) Customer Service Tax Specialist $51,456.00 - $80,032.00 The Office of the Chief Financial Officer (OCFO), whose mission is to enhance the fiscal and financial stability, accountability and integrity of the Government of the District of Columbia, is in search of a Customer Service Tax Specialist. This position is located in the Office of the Chief Financial Officer (OCFO), Office of Tax and Revenue (OTR), Customer Service Administration (CSA). Duties include, but are limited to: Assisting individual, business, and real property taxpayers via face-to-face, e-mail, written correspondence, fax, chat, and telephone Analyzing, determining, and resolving tax processing problems and responding to taxpayer inquiries ranging from tax delinquency to providing general tax return preparation information. Performing other related duties as assigned Minimum Qualifications: For the DS-7 level: A bachelor's degree* or two (2) years of general work experience performing related duties and responsibilities such as: providing prompt and courteous customer service to external and internal customers in a high-volume, fast-paced environment. Qualified candidates must also possess a working knowledge of Microsoft Office suite (i.e., Outlook, Word, Excel) good listening, multi-tasking, attention to detail and documentation skills. Incumbent must possess excellent written and verbal communication skills. For the DS-9 level: In addition to the DS-7 level general work experience qualifications, an additional one (1) year of experience performing duties related to investigating and resolving tax processing discrepancies; assembling and reviewing tax transactions to make recommendations and account adjustments; and providing general information to taxpayers. *If qualifying based on education, applicants must submit an official transcript that verifies a Bachelor's degree. If applicable, your application package must include a U.S. evaluation of all foreign transcripts. Acceptable foreign credential equivalency reports must be provided by organizations that have current membership with the National Association of Credential Evaluation Services NACES) or the Association of International Credential Evaluators (AICE). Must be flexible to work an 8-hour shift, Monday - Friday, between the hours of 7:00 a.m. to 7:00 p.m. (First 6 weeks of training hours are 8:30 a.m. to 5:00 p.m.) For initial review submit your resume to the Office of the Chief Financial Officer, Office of Human Resources, located at 1101 4th Street, SW, Suite W220, Washington, DC 20024. To complete an application or for additional details related to this vacancy, please visit careers/dc and reference announcement number: 25-AD-OTR-0012. The OCFO offers a competitive salary and benefits package including medical, dental, retirement, and educational assistance. The Office of the Chief Financial Officer is an EQUAL OPPORTUNITY EMPLOYER

Carter Machinery Company, the authorized Caterpillar dealer serving Virginia, West Virginia, Maryland, Delaware and Washington D.C. is hiring a Customer Support Representative in Edgewood, Maryland. The Customer Support Representative is responsible for telephone and field product sales and support to prospect new opportunities to grow the parts, service and machine/rental business with assigned accounts; Collaborate and work with other sales team members to develop and deliver solutions to customers. Seeking candidates with a minimum two years of experience in heavy equipment industry, preferably with a service background; Demonstrated success in a sales environment, required; College degree in related field, preferred. Requirements for the Customer Support Representative position include: Excellent verbal and written communication skills. Excellent sales and customer service skills. Excellent organizational skills and attention to detail. Excellent time management skills with a proven ability to meet deadlines. Strong analytical and problem-solving skills. Ability to function well in a high-paced and at times stressful environment. Proficient with Microsoft Office Suite or related software such as Salesforce. Must have excellent driving record. Ability to travel and work hours required by job and customer demand. Promote a positive customer experience. Uphold the Core Values of Integrity, Commitment, Excellence and Teamwork by embracing The Carter Way. Physical requirements must be met for the Customer Support Representative job, including the ability sit or stand for prolonged periods of time. Able to lift, carry and maneuver items up to 20 pounds in weight. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. This job description is not intended to be all-inclusive. Additional duties may be assigned. Starting Compensation Range: $65,000 - $78,000 per year Actual base salary may vary based on experience, skills, qualifications, education, geographic location, and other relevant business considerations. In addition to base salary, the compensation package may include participation in performance-based incentive programs (e.g., discretionary or non-discretionary plans), as well as overtime eligibility depending on the role. Competitive Compensation and Benefits: Health, dental and vision insurance. Paid time off. 401(k), $0.75 to $1.25 match up to 6%. Life and disability insurance. In-house training instructors/programs. Tuition reimbursement. Employee referral bonus program. Discounts: cellular phone service, computers, tooling, cars and trucks. Opportunities for overtime. Shift differential (if applicable) Carter Machinery Co. Inc. is an EEO/AA Employer. All qualified individuals - including minorities, females, veterans, and individuals with disabilities, or any other characteristic protected by law - are encouraged to apply. Carter Machinery is a drug-free workplace. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. Qualifications Behaviors Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well Team Player: Works well as a member of a group Motivations Self-Starter: Inspired to perform without outside help

Resident Service Associate Reports to: Property Manager, The Pearl Position Type: Full Time Objective: The Tower Companies seeks a dynamic, driven individual to serve as the Resident Service Associate of The Pearl, a premier Class A luxury apartment community in downtown Silver Spring, Maryland. At the edge of Rock Creek Park, the Pearl is a short walk to the Metro's Red Line. The building is beautifully designed by Baltimore-based architects, Design Collective, and is filled with light and natural materials. Living at The Pearl provides residents with innovative ways to revitalize their minds and bodies by offering a peaceful retreat from the hustle and bustle of everyday life. A place to find balance, be happy and Live Wisely! The Pearl offers a luxurious experience, while maintaining Gold LEED certification. Sustainability is a hallmark of this Tower asset. The Pearl is a part of the larger Blairs District, which consists of 4 high-rise buildings, 80 townhouse units, retail and an office building on a 27-acre campus. As a Residential Service Associate, you serve as the front-line Tower ambassador to our new and current residents at The Pearl. You are helping to build a community, one resident at a time! You take a genuine interest in those around you and representing Tower to the best of your abilities. You enjoy providing top tier customer service to all. You build trust the residents need to feel taken care of. You take pride in your residents, your community, your sales office, your coworkers, and most importantly, yourself and your work! Key Responsibilities: As a Residential Service Associate, you are empowered to make things happen every day at The Pearl! Prepare to give your guests an incredible client experience they will not forget! Be the difference! The Residential Service Associate responsibilities include but are not limited to: Know the residents and building and exceed resident expectations by anticipating their needs. Monitor resident (and building) service requests to ensure timely completion and do daily follow up calls upon completion to ensure resident satisfaction; identify and report emerging trends. Monitor common areas inside and outside the building by checking for cleanliness and functionality of all equipment (e.g., coffee machine, electronics, fitness equipment); monitor trash & compactor, garages, parking lot, and recycling programs as needed; Submit and track service requests, as needed. Manage resident communications such as preparing community messages, warning and lease violation letters and announcing these messages as well as service interruptions and scheduled maintenance. Collaborate in execution of monthly resident lifestyle events and District-wide events (evening hours required). Administer resident and visitor parking, fob activations/reservations, amenity reservations (schedule, charges, pre- and post-inspections), and schedule elevator reservations. Receive and process fair housing and accommodation requests and transfer requests; submit for approval and follow through to completion & resident satisfaction Resolve resident issues and concerns professionally and promptly. Own issues as they arise and ensure follow up for all matters. Ensure follow up needed to ensure residents are adhering to lease agreement, policies and procedures. Respond to on-site emergencies, as needed, within a reasonably short response time. Support the financial performance of the property in accordance with the established budget. Maximize additional income by selling services and accurately charging fees (e.g., amenities, hospitality suites, parking, pets, and printers). Support, cultivate and maintain a strong high level professional relationship with the Concierges, Sales, Finance and Maintenance Teams - keep concierges well informed, monitor incident reports and follow-up as needed; Monitor vendors' actions on site and coordinate escorts for occupied apartments. Create an operating environment that assures consistent resident engagement, yields outstanding customer satisfaction ratings and community reviews. Document your calls, emails, tours, follow up and anything else in Yardi and CRM to account for your work each day. Take the initiative and make plans to attend outreach events such as community events and career fairs to interact with people about our incredible offerings. Walk available or targeted apartments to ensure they are rent-ready. Support future residents before and during the move- in process - do a final walk-through of the apartment, schedule elevator reservations, contact resident within 72 hours of move, complete and collect move-in inspection checklists, and coordinate with maintenance as necessary. Be ready on move-in day (keys, checklist, a welcoming smile). Other duties and responsibilities as assigned by the Property Manager. Perform work outside this position as assigned by the Property Manager to facilitate the efficient operation of The Blairs, not to exceed fifty percent of working time. Position Requirements & Qualifications: A minimum of 2 or 3 years of full time successful work experience in a customer service role A commitment to excellence and an elevated service experience as demonstrated through positive words and actions. Strong command of the English language; verbal and in writing Determined, persistent and consistent follow up actions until issues are resolved. Ability to diffuse difficulty situations by employing customer service strategies and maintaining a positive attitude of service. Outstanding work ethic; reliable, on time, trusted to work independently Maturity and grace in all situations; discernment to know when to escalate an issue to management. Coachable and teachable with a strong desire to learn and stay current in techniques and industry trends Team oriented; thoughtful, respectful and considerate of others. Never putting self ahead of the team. Social media and computer savvy; able to pick up on software programs easily. Microsoft Office Suite skills and experience required. Strong organizational skills and natural detail orientation; maintaining consistent documentation of work utilizing systems provided. Capable of effectively managing multiple initiatives simultaneously. Required to work at least one weekend a month in rotation, or as needed and assigned. Candidates under consideration for hire must submit to and pass a background check and drug screening according to Tower's hiring standards and be willing to work in-office. Preferred Qualifications include: College Degree preferred Multifamily residential experience highly preferred The Tower Companies is an equal opportunity employer and offers a collaborative and exciting work environment, competitive salary and excellent benefits, which include medical, dental and vision coverage, as well as a 401(k) plan. If you're interested in this position and working for The Tower Companies, please apply via our candidate portal at ******************************* No phone calls please. About The Tower Companies For three generations, the family-owned Tower Companies has maintained a commitment to responsible development and envisions a world where buildings inspire and enrich the lives of their occupants, and create positive social change. The green building leader owns, develops, and manages over 5 million square feet in the Washington, D.C. metropolitan area consisting of office buildings, office parks, lifestyle centers, regional malls, eco-progressive live-work-play communities and hotels with over 8,000,000 SF in the development pipeline. The Tower Companies built Blair Towns, the first LEED certified apartments in the country, and is an international authority in the industry. We have been recognized for our commitment to sustainability and energy independence by numerous national organizations and federal agencies, including US Green Building Council, US Department of Energy and the US Environmental Protection Agency.

Schedule: 1,800 - 2,000 hours per year Salary Band: $140,000 - $160,000 (non-licensed) $160,00-$190,000 (licensed broker) $200,000+ (licensed attorneys) This law firm is home to highly motivated professionals distinguished by intellectual rigor, technical excellence, and a shared commitment to superior client service. The Customs Specialist plays a critical role in advising clients on complex import and trade compliance matters while contributing to a collaborative, high-performance environment focused on continuous improvement. Highly preferred to have a Licensed U.S. Customs Broker or licensed practitioners of Law. Key Responsibilities The Customs Specialist will provide substantive analysis and practical guidance across a broad range of customs and trade matters, including: Tariff classification, customs valuation, country-of-origin determinations, and entry requirements Identification of duty drawback opportunities and duty/fee savings strategies Advising on CBP automated systems, including ACE, post-entry audits, and focused assessment audits Supporting the design and implementation of compliance solutions, with an emphasis on automation and process optimization Assisting with due diligence reviews, privilege reviews, and audits of client records and files Conducting legal and factual research related to customs laws, regulations, markets, and industry standards Coordinating filings and communications with U.S. Customs and Border Protection and other government agencies Collaborating with attorneys, specialists, and clients to deliver accurate, timely, and strategic outcomes Qualifications Bachelor's degree or higher from an accredited college or university Customs Broker License strongly preferred. Trade Compliance Specialists or Import Specialists will be considered. Substantial experience in customs and international trade compliance, including roles such as: Licensed Customs Broke U.S. Customs Auditor Hands-on experience with CBP's ACE Portal Exceptional written and oral communication skills, with the ability to convey complex technical information clearly and precisely Strong research capabilities, including regulatory and factual analysis Proficiency with Microsoft Office applications, including Word, Excel, and Access Willingness to travel as required, internationally. This role rewards precision, judgment, and intellectual stamina. It suits someone who enjoys living at the intersection of law, logistics, and systems where a single classification decision can ripple across global supply chains.

The Ford Agency is currently seeking a Member Retention Specialist to join the team-oriented membership department of a higher education association. The successful candidate will build relationships with members, and analyze data to develop member retention and engagement strategies for the short and long term. This is a great opportunity for someone who has solid experience in membership engagement in the higher education space and is looking to take on a strategic role. Responsibilities Include: Build strong relationships with members both individual and institutional Communicate regularly with members; informing them of benefits, daily activities, and answer their inquiries Implement strategic retention and outreach Develop and distribute member newsletter alongside leadership and communications teams Create member recognition programs and other initiatives for member engagement Analyze data and other metrics to improve member retention Collaborate with leadership on annual reports, and board materials related to membership trends Qualifications Include: Bachelor's Degree 3+ years professional experience in membership engagement, customer relations, or similar field Experience in higher education and associations required Experience with Salesforce or other CRM required Superb written and verbal communication skills Excellent time-management Candidates for this position must be based in DC, MD, or VA area or have independent plans for relocation. The Ford Agency is a recruiting firm based in Washington, DC. We represent a broad range of organizations including: non-profits, associations, legal, consulting, and government relations firms. This position is an opening with one of our clients. To see more positions available through The Ford Agency, please check out our website at ********************

Harrison Gray Search has partnered with a premier insurance and financial services firm to find a dedicated Client Service Specialist. This is a client-focused agency that prides itself on providing a superior customer experience and maintaining the highest standards of integrity. Role Overview As a Client Service Specialist, you will provide exceptional support to the account management team by handling daily client requests related to claims, billing, and eligibility. This role is essential for maintaining smooth agency operations and ensuring clients receive timely, high-quality service. Key Responsibilities Customer Advocacy: Communicate and follow up with clients and insurance carriers to resolve inquiries quickly. Claims Management: Manage the full claims process, including reporting, documentation, and tracking status with carriers. Account Support: Assist account managers with client activities, including enrollment and eligibility requests. Billing & Data Entry: Resolve billing errors and maintain accurate client policy information within the Epic management system. Records Management: Organize and update client files to ensure all documentation is current. Requirements Licensing: Must hold an active Life & Health Insurance license. Experience: At least 2 years of customer service experience in an office setting. Specialized Knowledge: Prior experience with claims resolution and eligibility is required. Technical Skills: Proficiency in Microsoft Office (Word, Excel, PowerPoint) and experience with agency management systems (Epic preferred). Soft Skills: Strong communication skills and the ability to prioritize tasks in a fast-paced environment. Languages: Proficiency in additional languages is a plus. Why Join the Team? You will work in a supportive, collaborative environment that values innovation and excellence. This position offers opportunities for professional growth and the flexibility of a hybrid work environment.

🚀 We're Hiring! Client Onboarding Specialist (Onsite - Fairfax, VA) 🕘 Schedule: Monday-Friday, 9:00 AM - 5:00 PM 💰 Pay: $18-$20/hour 🌱 Level: Entry-level / early career Looking to start or grow your career in a hands-on, people-focused role? This might be for you 👀 We're looking for a Client Onboarding Specialist to join a growing, well-established company in Fairfax, VA. You'll play a key role in making sure every new customer project gets off to a smooth start - working closely with Sales, Operations, and customers every day. This is a great opportunity if you're organized, reliable, enjoy helping people, and want to learn how a business runs from start to finish. ✨ What you'll be doing Coordinate new projects from contract to kickoff Communicate with customers during the onboarding process Support the Sales team with paperwork and follow-ups Keep CRM and internal systems accurate and up to date Partner with internal teams to keep everything moving smoothly Help ensure a great customer experience from day one 🎯 What we're looking for 1+ year of customer service, admin, or coordination experience Strong communication and organization skills Detail-oriented and dependable Comfortable using multiple systems and learning new tools Open to feedback and eager to grow 🌱 Able to work onsite in Fairfax, VA 👉 Important: This role is fully onsite. We're looking for candidates who live within ~30 minutes of Fairfax to ensure a comfortable daily commute. 💙 Why join? Stable, long-standing company Paid training and support from day one Growth opportunities Friendly, team-oriented environment A role where your work truly matters

The Head of Member Experience serves as the strategic leader responsible for operational excellence, technology enablement, and a seamless, high-quality member experience. This role ensures team efficiency and continuous improvement across all service channels, acting as the bridge between Member Services, agentic agents, and leadership to translate on-the-ground insights into strategic action. Results Expected Leadership Execute our vision for seamless members experience that delivers Four Seasons like service across member communications, scheduling and onboarding Partner with other department leaders to ensure member issues are handled thoughtfully, on-time, in-full, including Sales & Marketing, Finance, and Market Leaders Hire and train team members that fit with our culture and deliver to our expected service levels Member Communications Continuous improvement of agentic responses for accuracy and next step decision from member tickets in Gorgias, building on prompting and structure created by the technology team Assist dev team in improving automated AI responses by contributing scenarios for the prompting and fine tuning responses. Work with dev team on defining rule sets for ticket assignments in Gorgias Audit customer communications (email, phone, chat, etc.) to ensure tone, accuracy, and consistency with brand standards Includes the monitoring of an “urgent” folder we're creating w/ AI Process Identify process issues and recommend improvements to streamline scheduling, onboarding, QA, and communication workflows. Technology Enhance Quiq messaging logic and communication flows to deliver accurate, relevant, and human-like responses to customer inquiries. Identify and lead integration opportunities between Quiq and Airtable (i.e. turning Quiq messages into Airtable repairs, merging Quiq conversations into the Member Comms section in Airtable, etc.) Evaluate and improve the customer portal (Softr) to improve usability, design, and overall member experience. Develop and maintain internal tech documentation and “how-to” guides for team tools (Quiq, Airtable, Gorgias, Softr). Customer Support Run point on high touch customer situations (escalations) that require triage and careful problem solving to maintain customer satisfaction. Define clear triggers and pathways (escalation protocols) for when issues should move from frontline reps to leadership. Metrics/Reporting KPI Development: Define and analyze KPIs for Member Services operations to measure onboarding efficiency, communication turnaround, and customer satisfaction, translating data into actionable insights. Create dashboards/reporting for leadership visibility on the above performance metrics. #J-18808-Ljbffr

About Us Capital Bank N.A. is headquartered in Maryland and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients primarily in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey. Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker. Position Purpose Responsible for performing tasks directly related to servicing deposit accounts which include but are not limited to processing financial transactions, opening new accounts, processing changes to existing accounts, and conducting research to resolve problem situations. Ensure a high level of customer satisfaction through the delivery of superior service. Conduct all tasks following established bank policies and procedures. Identify opportunities to cross-sell additional products and services to existing customers. Working in partnership with Relationship Managers, Commercial Lenders, and Treasury Management Specialists, assist customers with the establishment of new deposit accounts and ancillary deposit services. Actively support all marketing campaigns. Participate in outbound calling activities. Position Responsibilities Responsible for performing tasks directly related to servicing deposit accounts which include but are not limited to processing financial transactions, opening new accounts, processing changes to existing accounts, and conducting research to resolve problem situations. Ensure a high level of customer satisfaction through the delivery of superior service. Conduct all tasks following established bank policies and procedures. Identify opportunities to cross-sell additional products and services to existing customers. Working in partnership with Relationship Managers, Commercial Lenders, and Treasury Management Specialists, assist customers with the establishment of new deposit accounts and ancillary deposit services. Actively support all marketing campaigns. Participate in outbound calling activities. Minimum Education and Experience One year of college education or equivalent work experience One year of experience in a cash handling position; preferably as a Teller in a Bank or Credit Union Detail oriented Commitment to the delivery of superior customer service Ability to work successfully with a wide variety of people in a team environment Ability to solve problems and use sound judgement Strong interest in building a career in the Financial Services Industry Willingness to work at other locations when necessary Technical Knowledge and Skills Microsoft office software suite (Word and Excel) Excellent oral and written communication skills. Compensation Base Salary Range: $18.39 - $24.03 hourly. Final determination of where you are at in the salary range is based on numerous factors such as relevant experience, skill set, education, geographic location, and ability to meet qualifications within the job description. Additional Compensation: This role will include a yearly annual target bonus based on individual performance Working Arrangements This role is expected to work in office Monday through Friday at assigned work location. Why Join Us? Join a growing company with a culture that fosters an entrepreneurial spirit Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more! Company Contributions to your 401k - Regardless of your contribution Employee Perks: Employee Recognition Program, Commuter Benefits, Employee Banking Discounts and much more! Generous Paid Time Off and Paid Holidays. Supporting Businesses. Helping People. Strengthening Communities. Capital Bank, N.A. is an Affirmative Action, E-Verify, and Equal Opportunity Employer. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Responsibilities Provide basic counseling on available products and services to meet member needs Assist members with opening and maintaining deposit accounts, loans, and other financial products Research and resolve basic account discrepancies and service requests Identify opportunities to cross-service products and enhance member relationships through education Understand and comply with all relevant federal and institutional regulations related to financial products and services Support team members by sharing knowledge and best practices as experience grows Ensure cash and other negotiable instruments are handled properly and securely Process routine transactions, including deposits, withdrawals, loan payments, and check cashing Perform other duties as assigned Qualifications Experience in building effective relationships through rapport, trust, diplomacy, and tact Effective research, analytical, and problem-solving skills Experience working independently and in a team environment Experience maintaining composure in a high-production and changing environment Experience navigating multiple systems efficiently and adapt to evolving technologies Effective skill exercising sound judgment and make informed decisions Ability to embrace and support change initiatives in a dynamic and continuously evolving environment Effective verbal and written communication skills to engage with members and colleagues Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Desired Qualifications Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Location: 1335 10th Street SE Bldg. 184, Washington, District of Columbia 20374 | 4251 Suitland Road Rm 2N100, Suitland, Maryland 20395 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at . About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

Personal Lines Client Service Representative A well-established insurance agency in Baltimore is seeking a proactive and detail-driven professional to join their personal lines team. This position is ideal for someone with a foundation in property and casualty insurance and a passion for providing excellent support to both internal teams and policyholders. You'll work closely with internal account managers, insurance carriers, and individual clients to ensure timely and accurate service for policies related to home, auto, and personal liability protection. Key Responsibilities Deliver responsive and high-quality service to clients via phone and email Assist with the intake, processing, and follow-up for policy updates, changes, and new account setup Maintain and update service records, documentation, and internal systems accurately Support service team in reviewing incoming policy data and troubleshooting issues Prepare routine correspondence, coverage summaries, and support documents Respond to carrier and client information requests in a timely, professional manner Help with premium comparisons, policy placement options, and remarketing efforts when needed Qualifications 2+ years of insurance experience required (personal lines) Active P&C license preferred but not required with the right experience Strong written and verbal communication skills Tech-savvy, detail-oriented, and organized Team-first mentality with a proactive and collaborative attitude Compensation & Benefits Competitive base pay range of $50,000 to $70,000 Full benefits package including health, dental, vision insurance and retirement contributions

Carter Machinery Company, the authorized Caterpillar dealer serving Virginia, West Virginia, Maryland, Delaware and Washington D.C. is hiring a Customer Support Representative in Dulles, Virginia. The Customer Support Representative position is responsible for telephone product sales and support to prospect and help grow the parts, service and machine/rental business with assigned accounts. As well as, collaborate and work with other sales team members to develop and deliver solutions to customers. Seeking candidates with minimum two years of experience in heavy equipment industry, preferably with a service background; Demonstrated success in a sales environment, required; College degree in related field, preferred. Requirements for the Customer Support Representative position include: Excellent verbal and written communication skills. Excellent sales and customer service skills. Excellent organizational skills and attention to detail. Excellent time management skills with a proven ability to meet deadlines. Strong analytical and problem-solving skills. Ability to function well in a high-paced and at times stressful environment. Proficient with Microsoft Office Suite or related software such as Salesforce. Ability to travel and work hours required by job and customer demand. Promote a positive customer experience. Uphold the Core Values of Integrity, Commitment, Excellence and Teamwork by embracing The Carter Way. Physical requirements must be met for the Customer Support Representative job, including the ability sit or stand for prolonged periods of time. Able to lift, carry and maneuver items up to 20 pounds in weight. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. This job description is not intended to be all-inclusive. Additional duties may be assigned. Competitive Compensation and Benefits: Health, dental and vision insurance. Paid time off. 401(k), $0.75 to $1.25 match up to 6%. Life and disability insurance. In-house training instructors/programs. Tuition reimbursement. Employee referral bonus program. Discounts: cellular phone service, computers, tooling, cars and trucks. Carter Machinery Co. Inc. is an EEO/AA Employer. All qualified individuals - including minorities, females, veterans, and individuals with disabilities, or any other characteristic protected by law - are encouraged to apply. Carter Machinery is a drug-free workplace. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Responsibilities Provide basic counseling on available products and services to meet member needs Assist members with opening and maintaining deposit accounts, loans, and other financial products Research and resolve basic account discrepancies and service requests Identify opportunities to cross-service products and enhance member relationships through education Understand and comply with all relevant federal and institutional regulations related to financial products and services Support team members by sharing knowledge and best practices as experience grows Ensure cash and other negotiable instruments are handled properly and securely Process routine transactions, including deposits, withdrawals, loan payments, and check cashing Perform other duties as assigned Qualifications Experience in building effective relationships through rapport, trust, diplomacy, and tact Effective research, analytical, and problem-solving skills Experience working independently and in a team environment Experience maintaining composure in a high-production and changing environment Experience navigating multiple systems efficiently and adapt to evolving technologies Effective skill exercising sound judgment and make informed decisions Ability to embrace and support change initiatives in a dynamic and continuously evolving environment Effective verbal and written communication skills to engage with members and colleagues Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Desired Qualifications Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Location: 1335 10th Street SE Bldg. 184, Washington, District of Columbia 20374 | 4251 Suitland Road Rm 2N100, Suitland, Maryland 20395 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at . About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.