Member service representative jobs in McLean, VA

AJ Madison, a leading Appliance retailer is looking for a seasoned Customer Advocate to support our existing and growing clientele. The Customer Advocate will liaise cross-departmentally to provide critical, strategic support services to our sales staff throughout the lifecycle of our customer's appliance purchasing experience. Responsibilities include, and are not limited to: Support and provide immaculate service to customers in person Provide timely and accurate information to customer inquiries in a fast-paced environment Build rapport with customers and engage with them in an inviting, friendly, and professional manner Process customer orders and changes, according to corresponding policies and procedures Complete precise data entry Escalate unresolved issues in a timely manner, following policies and procedures Research required information using all available resources to satisfy customer inquiries Maintain a dynamic knowledge of all company procedures and policies Qualifications: A minimum of 4 years' experience working in a customer service role Superb communication skills, written and verbal Must have excellent email demeanor, exuding confidence with a clear, inviting, and professional tone Excellent computer skills and comfort in navigating multiple systems, proficiency in Microsoft Office Excellent time management skills Must be able to prioritize tasks efficiently with minimum direction Detail and customer service centric

Shared Services Advisor Schedule: Hybrid (Onsite 3 days/week) Experience: 1-5 years Business Unit: HR Shared Services Center - Leave Management The Shared Services Advisor provides support, guidance, and issue resolution across multiple HR shared services functions. This role is focused on ensuring smooth leave-management operations, managing employee inquiries, and coordinating with internal stakeholders and external vendors to maintain compliance and efficiency. Key Responsibilities Employee Support & Communication Serve as the primary point of contact for employees following vendor approval of disability claims. Respond to inbound calls and conduct outbound calls to provide information, clarify processes, and offer guidance. Case Management Manage employee-submitted cases, including those requiring detailed research, complex information gathering, and comprehensive responses. Ensure timely and accurate resolution of inquiries. Reporting & Data Accuracy Generate reports to support operations and compliance activities. Conduct data validations to ensure accuracy and integrity. System & Record Management Review and update employee statuses and other HR data within Oracle HCM. Maintain accurate and compliant documentation. Vendor & Stakeholder Coordination Collaborate with vendors, contractors, and internal HR advisors involved in disability claim processing and payments. Ensure alignment across partners and timely completion of tasks. Required Skills & Qualifications Knowledge of shared services operating models and operational efficiency best practices Strong analytical and problem-solving skills, with a focus on process improvement Excellent verbal and written communication skills, with a consultative approach Understanding of compliance, regulatory requirements, and HR policy standards. About Seneca Resources: Seneca Resources is client driven provider of strategic Information Technology consulting services and Workforce Solutions to government and industry. Seneca Resources is a leading IT services provider with offices in Reston, Virginia, Alabama and Columbia, Maryland that service clients throughout the United States. The key to our success lies within our strong corporate culture which drives our business. We challenge our staff through engaging work, and we reward our staff through competitive compensation, extensive professional training, and excellent opportunities for career advancement. In turn, we look for only the best and brightest to join our team. We are an Equal Opportunity Employer and value the benefits of diversity in our workplace.

• Provides project coordination and help desk support to volunteers on operation systems. • Triage support tickets to the appropriate groups within the programs; review and process tax site data requests, and system support tickets. • Maintain assigned Tax-Aide Library sections in the Volunteer Portal ensuring that materials are properly organized and relevant. • Works closely with the Tax-Aide Operations team to coordinate and provide business support to determine business opportunities for increased efficiencies for the program. • Actively and consistently participate in Tax-Aide's Operations Team, National Operations Committee-associated meetings, and Tax-Aide All team meetings. • In collaboration with Tax-Aide team members, volunteers, and vendors, coordinate the review, development, and enhancement of e-learning courses. • Bachelor's Degree is required. • At least 2 years of proven work experience supporting the help desk, contact center, and development of training materials. • Exhibit a heightened sense of accountability to internal and external stakeholders and for outcomes created. • Preference to take responsibility, coordinate multiple projects at once, and deliver professional work-product promptly and on deadline. • Candidate must be proficient with Microsoft Office and have some knowledge of Smartsheet, Zendesk Technology, Salesforce, and JIRA software tools.

Clearance: Public Trust (Candidate must currently hold-or be able to obtain-Public Trust; DOJ Public Trust preferred) Work Type: Onsite, Government Site Schedule: 24/7 Operations (Standard 40-hour workweek; no telework) Contract: 6-month assignment with extension potential Role Summary The EOC Specialist - Junior provides enterprise-level monitoring, incident management, and operational support for the Department of Transportation (DOT) Headquarters. The role supports near real-time infrastructure and network monitoring, incident response, troubleshooting, communication workflows, escalation management, and documentation activities within a 24x7 EOC environment. Daily work includes responding to events, performing early analysis, coordinating with DOT Tier III teams and external vendors, and ensuring accurate reporting and knowledge transfer. Key Responsibilities Provide proactive and scheduled console monitoring of enterprise infrastructure and systems (hardware, network, critical systems) in near real time. Respond to events, alerts, and automated tool notifications; perform early analysis and validate events with appropriate POCs. Troubleshoot affected configuration items (CIs), including performing ping tests and accessing routers/switches to review logs and interface status. Escalate issues by opening and assigning ITTSM tickets; coordinate with DOT Tier III teams and external vendors such as AT&T. Generate and deliver required communications for incident management, including notifications, cyber incident updates, service degradation/outage messages, daily operations reports, and COE morning summary reports. Initiate Critical Incident Management processes and lead the Incident Response Bridge process, including capturing notes for outage communications and coordinating participant engagement. Perform Root Cause Analysis (RCA) documentation, gather supporting data, assign RCA numbers, and identify material to be added to the knowledge management repository. Provide on-site troubleshooting and repair support for ExecHelp and Tier III teams during off-hours, including hands-on data center support and escorting unbadged personnel. Maintain POC and site information for remote locations; create and update SOPs related to IMC processes. Generate and distribute daily and weekly operational reports. Identify problem areas within systems and coordinate actions for resolution using established concepts, processes, and procedures. Required Technical Skills Experience monitoring and managing enterprise systems and networks using advanced tools and technologies. Ability to perform network troubleshooting (ping, router/switch access, log review, interface analysis). Proficiency with event and alert response workflows in an enterprise operations environment. Experience with IT ticketing systems (opening, assigning, escalating, and managing tickets with internal teams and vendors). Strong incident management communication skills, including drafting notifications and operational summaries. Ability to initiate and support Critical Incident and Incident Response Bridge processes. Hands-on technical support capability for data center environments. Knowledge management experience: SOP creation, documentation updates, RCA creation, and repository maintenance. Preferred / Nice-to-Have Skills Familiarity with ServiceNow Familiarity with BMC Remedy Qualifications & Experience Bachelor's degree in Computer Science, Information Technology, System Administration, or a related field (or equivalent experience). Minimum 2 years of experience supporting an enterprise operations center, monitoring systems, and managing networks at scale. Candidate must be a U.S. citizen or green card holder, with at least 3 years of residency in the U.S. Ability to obtain and maintain a Public Trust clearance (must be granted before assignment begins). About the Team / Company This role supports the Department of Transportation (DOT) under a Leidos contract as part of the Digital Modernization Business Unit. The Enterprise Operations Center (EOC) provides continuous (24/7) monitoring and incident response services for DOT systems. Work is performed onsite at the DOT Headquarters.

Akkodis is seeking a Cisco Contact Center Expert for a contract position that is onsite in Fairfax County, VA. Cisco Contact Center Expert will serve as the Tier 3 escalation point for complex issues in Cisco Contact Center environments (UCCX, WxCC) with experience in advanced troubleshooting, post-migration support, and help desk escalation, ensuring stability and optimal performance of enterprise contact center solutions. JOB TITLE: Cisco Contact Center Expert EMPLOYMENT TYPE: 4-5 Months Contract LOCATION DETAILS: Fairfax County, VA (Onsite) Salary Range: $80 - $90/Hour (Salary may be negotiable based upon experience, education, geographic location, and other factors). Responsibilities: Act as the highest-level technical resource for escalated contact center issues from Tier 1 and Tier 2 teams. Diagnose and resolve complex problems involving call flows, routing scripts, SIP trunking, QoS, and integrations. Perform root cause analysis and implement long-term fixes to prevent recurrence. Provide day-2 operational support following major migrations (Avaya ? Cisco WxCC/UCCX). Validate system performance, troubleshoot advanced call routing and reporting issues. Collaborate with network and UC engineering teams to maintain system health and security. Configure and optimize Cisco Contact Center components (Queues, Skills, Agents, IVR scripts). Maintain and update call flow diagrams, escalation paths, and technical documentation. Implement best practices for performance tuning and capacity planning. Mentor Tier 1 and Tier 2 support staff on advanced troubleshooting techniques. Required Qualifications: Deep expertise in Cisco Contact Center platforms (UCCX, WxCC) and CUCM. Strong understanding of SIP, QoS, routing, and trunking. Experience with IVR scripting, call flow design, and CRM integrations. Ability to analyze logs, conduct root cause analysis, and implement permanent solutions.

We are not working with external recruiters or search firms for this position - please do not reach out. Renova One unites 11 trusted companies under one brand, delivering seamless renovation and restoration solutions for multi-family, single-family, and commercial properties nationwide. With expertise in flooring, carpet cleaning, turnkey solutions, interior and exterior renovations, restoration, and design, we simplify projects while maintaining exceptional quality. Built on integrity, innovation, and strong partnerships, Renova One is more than a vendor-we're a trusted partner committed to enriching spaces and creating lasting value. As a private equity-backed company, Renova One offers the opportunity to work closely with leadership and portfolio operations teams to drive growth and create lasting value. Position Summary: The Client Service Specialist serves as a key point of contact for clients, providing bilingual (Spanish/English) support and ensuring timely, accurate communication throughout the order and service process. This role requires a high level of empathy, professionalism, and strong communication skills to deliver exceptional customer service. The Client Service Specialist collaborates closely with internal teams to manage orders, resolve issues, and support efficient front-office operations. Responsibilities & Duties: Administrative, Customer, and Communication Management Answer and direct incoming calls related to telephonic orders, warehouse deliveries, invoice inquiries, and inspection visits. Greet, admit, and escort office visitors and clients in a professional and courteous manner. Enter and manage orders received via email from property managers. Accurately document order details, status updates, and customer notes within internal systems. Follow up on “On Hold” and canceled jobs to confirm next steps or finalize closures. Installer and Project Coordination Manage daily communication with installers, providing job information, updates, and logistical support. Maintain clear and consistent communication with project managers regarding order progress and site updates. Facilitate coordination between project managers and property representatives to ensure accurate project execution. Data Management Scan, rename, and upload cut sheets, vinyl, and carpet work order packets to Global and Pilot systems. Ensure all project-related documentation is accurately filed and maintained for easy retrieval. Maintain organized records of orders, communications, and project notes. Responsible for managing order entry and fulfillment processes during the company's transition to the RFMS system. Qualifications: At least 2 years of professional experience in a customer service or client support role Excellent verbal and written communication skills Strong problem-solving abilities and attention to detail Ability to multitask and manage competing priorities in a fast-paced environment Proficiency in Microsoft Office and experience using CRM or customer service software Experience with RFMS is a plus High school diploma or equivalent required; associate's degree preferred Other: All offers of employment are contingent upon a background check Your information will be kept confidential according to EEO guidelines We are not working with external recruiters or search firms for this position - please do not reach out.

We are seeking Site Access & Compliance Support Representative to provide on-site workforce support at a mission-critical data center construction project in Dulles, VA. This is a Level 1 field role focused on daily site operations, access management, compliance checks, and first-line technical troubleshooting. Technicians will assist workers and subcontractors with site entry, credentialing, and onboarding while ensuring compliance requirements are met. This role requires a strong customer service mindset, attention to detail, and the ability to follow structured procedures in a fast-paced environment. Key Responsibilities Access Control & Compliance Monitor gates, turnstiles, and access points to ensure only authorized personnel enter. Verify worker credentials, badges, and compliance documentation. Issue and manage temporary badges and visitor passes. Report irregularities or noncompliance to site supervisors. Worker Onboarding & Assistance Guide workers and subcontractors through the digital onboarding process. Assist with account setup, documentation upload, and system login. Provide clear instructions on mobile check-ins, digital badges, and QR codes. Support multilingual onboarding as needed (tools/resources provided). First-Line Technical Support Serve as the first point of contact for access or credentialing issues. Troubleshoot basic technical problems (e.g., badge not scanning, login errors). Escalate more complex issues to centralized support following standard procedures. Maintain accurate records of support requests and resolutions. Customer Service & Communication Deliver professional, courteous assistance to workers and site staff. Communicate clearly and calmly when resolving issues. Relay feedback to supervisors to support process improvements. Performance Expectations Ensure smooth and timely worker access. Minimize delays by resolving issues efficiently. Maintain accuracy in compliance and credential checks. Provide a consistently positive support experience on site. Key Qualifications High school diploma or equivalent (some college or technical training preferred). Prior experience in field support, help desk, IT support, or site operations is a plus. Basic technical troubleshooting skills (hardware/software). Strong attention to detail and ability to follow structured protocols. Excellent communication and interpersonal skills. Ability to stand/walk for extended periods and work outdoors at site access points.

About the Company A well-established restoration services company with nearly 40 years of experience is looking for a Bi-Lingual Customer Service Coordinator to support day-to-day operations. We specialize in helping homeowners and businesses recover from water damage, fire damage, mold, and other property disasters. Our mission is to provide fast, compassionate, and professional service during times of need. This job is located in the Mount Vernon area of Alexandria, VA. Preference will be given to candidates that live within a reasonable commuting distance (roughly 10 miles). Looking for Bilingual Candidates that are fluent in Spanish! About the Role As a Customer Service Coordinator, you'll serve as the first point of contact for customers, coordinate technician schedules, and ensure timely service delivery. This role is ideal for someone who thrives in a fast-paced environment, enjoys solving problems, and is passionate about helping people in challenging situations. Key Responsibilities Answer inbound calls with professionalism, urgency, and empathy Dispatch technicians and manage the daily service schedule Serve as a communication bridge between customers, field staff, and internal teams Update job records and maintain accurate documentation in company systems Follow up with customers to ensure satisfaction and gather feedback Support the team with general administrative and coordination tasks What We're Looking For ✅ 2+ years in customer service, dispatching, or administrative coordination ✅ Experience in restoration, construction, or field service industries is a plus ✅ Excellent verbal and written communication skills ✅ Strong organizational skills and attention to detail ✅ Comfortable working under pressure and juggling multiple priorities ✅ Proficient in Microsoft Office; ability to learn internal software systems quickly What We Offer Competitive salary Monday to Friday schedule - no weekends A stable and supportive work environment Opportunity to make a real impact during people's times of need Paid training and long-term growth potential Excellent Benefits

We are in search of a diligent and dedicated Customer Success Consultant to join our Customer Success team. We are Signal Vine, and we have an AI-based text messaging service that is a proven determinant in student success. If powerful results and use cases excite you AND you are a high-performer who is looking for an entrepreneurial, mission-driven team, Signal Vine is the place for you. The perfect candidate is interested in problem solving, helping people, and tackling tricky challenges that confront our customers. This is a customer-facing role, responsible for assisting the customer best utilize the Signal Vine platform. You will act as the technical lead working with customers to set-up and send important message campaigns using the Signal Vine platform. Who We Are Signal Vine is the leading Artificial Intelligence (AI)-powered messaging platform transforming how higher education leaders reach, support, and engage students. We believe in the power of conversation to build communities and to strengthen the opportunity for all to succeed. We are passionate about solving education and social challenges through technology-based innovation and building a business we can all be proud of while doing it. Job Description What You'll Do On a daily basis you will: Maintain positive customer satisfaction for a number of dedicated accounts Help drive adoption of new features and expand customer usage of existing tools Assist customers in setting up new messaging campaigns Train users on how to use the platform and answer day-to-day questions Perform other customer success or support tasks as required Qualifications Who You Are First of all, you must have a bachelor's degree (BS/BA) from an accredited, four-year institution (or relevant work experience). Specifically, you should have: Experience working with technology products and platforms Interest in technical topics or learning to code is a plus Additionally, you must have/be: Obsessive about getting all the details right Internal drive to meet deadlines and to bring others along with you Effective time management and organizational skills Excellent analytical, verbal and written communication skills Integrity, high character and ability to maintain the confidentiality of customer data Desire to work in an early stage company with "can do" start-up attitude Additional Information What Else You Should Know Part of the growing education technology presence in Alexandria, VA, we are located just down the road from Amazon HQ2. We've been recognized as one of DC's most enviable offices by DC Inno and we offer a rewarding culture that promotes teamwork, growth, and enjoying our day to day roles. Our high growth business provides employees with a great opportunity to grow in their careers. Competitive salary with individual commission structure Medical (employer paid), dental, and vision insurance plans 401(k) plan with company match Generous paid time-off and holiday schedule with additional floating holidays Casual office attire and pet-friendly office What Now? Come join us as we build an exciting company that sits at the intersection of education and cutting-edge, AI-backed technology. All your information will be kept confidential according to EEO guidelines.

**CMTA, a Legence company** CMTA (********************** is one of the fastest growing engineering firms in the U.S., with nationally recognized expertise in sustainable, high-performance building engineering. We are a collaborative, innovative, and energetic team that leverages a data-driven, holistic approach to consulting engineering, performance contracting, and zero energy projects. We focus on finding engineers whose skills and personalities drive them to excel, fostering a workplace that provides unparalleled growth and career opportunities. **Fairfax, VA (or DMV surrounding area)** The core business of our Energy Solutions division is the delivery of Guaranteed Energy Savings Performance Contracts (ESPCs). Simply put, our ESPCs are a viable way to upgrade and renovate facilities in a budget-neutral or even budget-positive way. The process diverts money already being spent on utilities and directs it into facility upgrades, covering scope development, design, bidding, construction management, commissioning, measurement and verification, and even ongoing energy management services. We have experience in designing the nation's most energy efficient buildings, including many zero energy buildings. Our knowledge is unparalleled in the Guaranteed ESPC market, which allows us to dive deeper than our competitors. **Job Description:** CMTA is looking for a skilled Commercial HVAC Controls Service Professional with 10+ years of commercial HVAC controls experience. The Commercial HVAC Controls Service Professional is responsible for utilizing their knowledge of building automation systems, electrical schematics, wiring diagrams, pneumatic and electronic control systems, HVAC systems, HVAC controls software, etc. to maintain, repair and troubleshoot HVAC control systems to help bridge the HVAC controls needs of the client with the technical solutions that meet those needs. This position is critical to our team for several reasons including: + Increasing Complexity of Systems: Modern HVAC systems are more complex than conventional systems. This complexity requires expert guidance to ensure systems are designed, installed, and maintained correctly. + Focus on Energy Efficiency: With a global emphasis on energy efficiency and reducing carbon emissions, clients seek expert advice on sustainable HVAC solutions. Our Service Professionals play a key role in supporting systems that meet these goals. + Regulatory Changes: Changes in building codes and environmental regulations require HVAC systems to meet specific standards. Our Service Professionals are needed to help navigate these regulations and ensure compliance. + Maintenance and Optimization: Beyond start-up and commissioning, there is a continuous need for system optimization and maintenance. Our Service Professionals provide valuable advice to customers regarding maintenance, efficiency, and extending the life of HVAC systems. **Responsibilities:** + Providing technical support with excellent customer relation skills + Troubleshooting, commissioning, and servicing HVAC controls and building automation systems while ensuring customer satisfaction + Maintaining a vehicle by keeping records of service manuals, scheduling, and completing repairs and maintenance service + Documenting work by completing paperwork on each job and maintaining files + Providing technical support to customers and engineering staff + Flexibility to work overtime/weekends, as required **Requirements:** + 10+ years of commercial HVAC controls and building automation system experience + Associate's degree in related field (suitable experience can substitute) + Experience with integration to 3rd party control systems + Experience with commissioning + Knowledge of software and computer language used to operate Tridium Niagara Framework. Niagara AX and/or N4 certification is preferred + Knowledge and understanding of various communications protocols used in the industry including BACnet, Lonworks and Modbus + Valid drivers license in good standing, issued by resident state required. We are unable to provide immigration sponsorship for this position. \#LI-OS1 #LI-Onsite **About Legence** Legence (****************************** (Nasdaq: LGN) is a leading provider of engineering, consulting, installation, and maintenance services for mission-critical systems in buildings. The company specializes in designing, fabricating, and installing complex HVAC, process piping, and other mechanical, electrical, and plumbing (MEP) systems-enhancing energy efficiency, reliability, and sustainability in new and existing facilities. Legence also delivers long-term performance through strategic upgrades and holistic solutions. Serving some of the world's most technically demanding sectors, Legence counts over 60% of the Nasdaq-100 Index among its clients. **Benefits Overview** **Health & Welfare:** Company Paid medical, dental, vision, prescription drug, accident & sickness benefit, basic group life and AD&D, and Employee Assistance Program **Time Off Benefits:** Paid vacation, company-paid holidays, and paid sick leave **Financial Benefits:** 401(k) retirement savings plan **Reasonable Accommodations** If you need assistance or accommodations during the application or interview process, please contact us at ******************* or your dedicated recruiter with the job title and requisition number. **Third-Party Recruiting Disclaimer** Legence and its affiliates do not accept unsolicited resumes from agencies; any such submissions without a prior signed agreement authorized by Legence Holdings LLC's CHRO or Director of Talent Acquisition will not incur fees and are considered property of Legence. **Pay Disclosure & Considerations** Where pay ranges are indicated, please note that a successful candidate's exact pay will be determined based relevant job-related factors, including any of the following: candidate's experience, skills, and qualifications, as well as geographic and market considerations. We are committed to ensuring fair and competitive compensation for all employees and comply with all applicable salary transparency laws. **Equal Employment Opportunity Employer** Legence and its affiliate companies are proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), marital or familial status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, other non-merit-based factors, and any other characteristic protected under applicable local, state or federal laws and regulations. EEO is the Law **Job Details** **Pay Type** **Salary** **Education Level** **Equivalent Experience**

Farm Credit of the Virginias is seeking to hire a Business Service Specialist II. This position will be based in Leesburg, VA. The Business Service Specialist II plays a key role in supporting lending operations by ensuring accuracy, compliance, and exceptional customer service. This position requires strong attention to detail, sound judgment, and the ability to work collaboratively with internal and external stakeholders. Required Qualifications: High school diploma or equivalent. Three or more years of work experience in lending, finance, or a related field. Exceptional customer service skills. Strong interpersonal skills. Skilled in applying sound judgment and decision-making. Knowledge of credit and accounting policies and procedures. Excellent oral and written communication skills. Superior attention to detail. Ability to approach work with high standards and a positive attitude. Ability to travel to other offices to cover for others in the BSS role who are out of the office and minimal travel for training. (FCV is an EEO/AA employer, including veterans and individuals with disabilities.) If you need a reasonable accommodation for any part of the employment process, please contact us by email at ********************** and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address.

Job Description Primary Function Promotes the credit union's loan products and services to potential and existing members. Receives and initiates calls to assist members regarding borrowing needs and options. Ensures conditions for pre and post loan closings are cleared. Perfects liens on collateral, insurance placement and documentation. Performs VISA credit card file maintenance. Provides the highest level of quality member service. Major Duties and Responsibilities Communicates promotional information about loan products to members and answers inquiries from members concerning loan services. Assists members in completion of consumer, credit card and mortgage loan applications. Performs loan disbursals, in-person or electronically, complying with all approval criteria. When disbursing funds, makes sure the member is familiar with all the terms, conditions, and collateral held on the note and disclosure. Performs all administrative duties associated with the VISA credit card program, establishing accounts, and performing account maintenance. Gathers, compiles, and prepares loan documents, liens, files, reports, and/or other legal matters relating to loans. Maintains and updates the security interest and insurance of all vehicle loans, title tracking, ensuring accurate and complete record retention. Release liens at the request and, on approval of the lending team. Maintains member loan files. Represents the credit union in a courteous and professional manner. Provides prompt, efficient, and accurate service to members. Maintains member confidentiality. Performs other duties as assigned. Skills, Knowledge, and Experience One to two years' experience in lending in a credit union or other financial institution preferred. Knowledge of lending principles and procedures, loan services, and credit union philosophy ideal. A2-year college degree or completion of specialized course study/certification in business and/or financial services. Well-developed communication and analytical skills required. Knowledge of Microsoft office products preferred: MS. Word, Excel, PowerPoint, Outlook and Teams. Proficiency in Spanish preferred. Disclaimer This position description is not a complete statement of all duties and responsibilities comprising the position. It contains only the facts necessary to evaluate the position on a fair basis. Job Posted by ApplicantPro

Job DescriptionAbout the Role: We are seeking a customer-focused Call Center Representative with experience in the banking, credit union, or healthcare industry. The ideal candidate is skilled in handling high-volume inbound and outbound calls, resolving customer inquiries, and delivering exceptional service while maintaining accuracy, confidentiality, and professionalism. Hours: Monday-Friday 8am-5pm (hybrid flexibility available after 6 months) Responsibilities: Respond to inbound calls and make outbound follow-up calls to assist customers with account, service, or benefits-related inquiries. Provide accurate information regarding products, services, policies, billing, claims, transactions, or account status. Navigate multiple systems to research and resolve issues in real time. Maintain a high level of confidentiality, especially when handling financial or sensitive health-related information. Document all customer interactions thoroughly and accurately in the CRM or related systems. Escalate complex issues to supervisors or specialized departments as needed. Meet or exceed call center performance metrics, including call quality, response time, and customer satisfaction. Adhere to compliance standards specific to the industry (e.g., HIPAA, banking regulations). Assist customers with troubleshooting online accounts, portals, or mobile applications. Contribute to continuous improvement by identifying opportunities to enhance customer service processes.

I am seeking dynamic insurance professionals for the office of David Munson Agency who are interested in helping my business grow through value based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast paced environment, then this is your opportunity for a rewarding career with growth potential. You will have a chance to learn how to market products and manage a business first hand while participating in my focused program to develop and enhance your skills and experiences. This could be the start of an exciting, challenging and fun career! Responsibilities Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Establish customer relationships and follow up with customers, as needed. 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. Work with the agent to establish and meet marketing goals. Use a customer-focused, needs-based review process to educate customers about insurance options. As an Agent Team Member, you will receive... Salary plus commission/bonus Health benefits Profit sharing 401K Paid time off (vacation and personal/sick days) Valuable experience Growth potential/Opportunity for advancement in my agency Signing Bonus up to $ Learning to market property/casualty, life, health, bank and mutual fund products Setting sales and growth goals Working closely with the agent to gain an understanding of the agents role and office logistics Learning how to network effectively If you are motivated to succeed and can see yourself in this role, pleasecomplete our application. We will follow up with you on the next steps inthe interview process. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agents employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies.If you choose to pursue an agency opportunity, you will need to apply and go through the regular State FarmInsurance Companies agentselection process

Job DescriptionBenefits: Life Insurance Bonus based on performance Opportunity for advancement Paid time off Parental leave Training & development ROLE DESCRIPTION: As a Financial Advisor with Isabel Nguyen State Farm Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Analytical and communication skills. Active SIE, Series 6, Series 63 and Series 65. WHAT WE OFFER: Base salary + commission An existing book of business In-person role with strong growth potential Supportive team and positive work environment If you're passionate about helping clients with their financial planning, we want to meet you!

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. 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. Part-Time hours are typically 20-25+ hours a week. (Please note, during training longer hours will be required) Location: 1821 Fountain Drive, Reston, Virginia 20190 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 **************************** . 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

Job DescriptionBenefits: Competitive salary Opportunity for advancement Training & development Job Title: Sales Representative Company: Anh Nguyen State Farm Agency About Anh: Anh Nguyen State Farm Agency is a leading provider of insurance and financial services, committed to helping individuals and families protect what matters most and achieve their financial goals. We take pride in providing exceptional customer service and building long-lasting relationships with our clients. Focused on Life Insurance & Other Risk Management Focused on Relocation of current State Farm customers Competitive Auto and Homeowners Quotes Double check Discounts Available Exotic Travel Qualifier Chairman's Circle Qualifier President's Club Qualifier Million Dollar Round Table Qualifier Member of Alexandria Rotary Club Member of Alexandria Chamber of Commerce Focus in working with local business owners Long time resident of Northern Virginia Position Overview: We are seeking a dynamic and motivated salesperson to join our team. As a Sales Representative, you will play a pivotal role in helping individuals and businesses in our community understand their insurance needs and find the best solutions to protect their assets. Responsibilities: Cultivate and maintain strong relationships with existing and prospective clients through effective communication and exceptional customer service. Identify client needs and recommend appropriate insurance and financial products tailored to their individual circumstances. Generate leads through networking, referrals, and marketing initiatives to expand the agency's client base. Conduct thorough insurance policy reviews and provide guidance on coverage options and cost-saving opportunities. Meet or exceed sales goals and performance metrics while adhering to company policies and procedures. Qualifications: Previous sales experience in insurance, financial services, or a related field is preferred but not required. Excellent communication and interpersonal skills with the ability to connect with diverse clientele. Strong work ethic and self-motivation to achieve personal and team objectives. Ability to multitask, prioritize, and work effectively in a fast-paced environment. Proficiency in basic computer skills and willingness to learn new technology platforms. Must be able to obtain the Property and Casualty Insurance License Must be bilingual Spanish or Vietnamese Benefits: Competitive base salary plus commission and bonus opportunities. Comprehensive training and ongoing support to help you succeed in your role. Career advancement opportunities within the agency and the broader State Farm network. Paid time off and holidays. How to Apply: If you are passionate about helping others and thrive in a sales-driven environment, we want to hear from you! Please submit your resume and a cover letter outlining your relevant experience and language proficiency to [insert contact information]. Anh Nguyen State Farm Agency is an equal opportunity employer committed to diversity and inclusion in the workplace. We encourage individuals from all backgrounds to apply.

Job DescriptionBenefits: Competitive salary Opportunity for advancement Training & development Job Posting: Insurance Sales Representative (Future Owner Potential) Company: Kathy Schultze State Farm Location: Frederick, PA Kathy Schultze State Farm is looking for a motivated Insurance Sales Representative who aspires to become an agency owner in the future. Join our team in Frederick, PA, and embark on a rewarding career with one of the nation's leading insurance providers. Responsibilities: Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Establish customer relationships and follow up with customers to ensure satisfaction. Provide prompt, accurate, and friendly customer service. Maintain a strong work ethic with a commitment to success each day. Participate in training and development programs to enhance sales skills and product knowledge. Requirements: Sales experience preferred; willing to train the right candidate. Excellent communication, interpersonal, and negotiation skills. Self-motivated and goal-oriented with a strong drive to succeed. Ability to work in a team environment. Desire to learn about insurance products and services. Must be eligible to obtain insurance licenses (we will assist with licensing process). Benefits: Competitive base salary plus commission and bonus potential. Comprehensive training and development programs. Health benefits package and retirement options. Paid time off and holidays. Opportunity for career advancement into agency ownership. How to Apply: If you are passionate about sales, customer service, and have a desire to grow into an agency owner role, we encourage you to apply for this exciting opportunity at Kathy Schultze State Farm. Please submit your resume and a cover letter explaining why you are interested in this position and your career goals. Join our team and start your journey towards becoming a successful insurance professional and agency owner! Kathy Shultze State Farm is an equal opportunity employer committed to diversity and inclusion in the workplace. About Kathy Schultze State Farm: Kathy Schultze State Farm has been serving the Frederick community for [XX] years, providing a range of insurance products including auto, home, life, and health insurance. We pride ourselves on delivering exceptional service and building long-lasting relationships with our customers.

Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Opportunity for advancement Signing bonus Training & development Tuition assistance ROLE DESCRIPTION: At the Scott McGrew Agency, we are more than just an insurance and financial services providerwe are a family. Our commitment to delivering customer-focused solutions drives everything we do. We pride ourselves on creating a warm, supportive atmosphere where clients and team members alike feel valued and empowered. Our goal is to be the one-stop solution for all insurance and financial needs, ensuring comprehensive and personalized service every step of the way. As a Registered Representative with my agency, you will successfully market the financial products that help manage everyday risks. Your proficient knowledge of our financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. Are you interested in owning your own business? This is a great way to become a successful Agent Aspirant. Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services preferred but not required. Analytical and communication skills are a must. FINRA Series 6 and 63 licenses preferred. Life and Health license preferred.