Member service representative jobs in Silver Spring, MD - 2,299 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

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

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.

A leading financial services company seeks an experienced AI/ML specialist to deliver innovative products aimed at transforming customer interactions. The role demands expertise in natural language processing, machine learning, and large language models. Candidates should possess a robust educational background in quantitative fields, significant experience with AWS, and proficiency in programming languages such as Python or R. This position emphasizes continuous learning and implementing advanced technological solutions for enhanced user experiences. #J-18808-Ljbffr

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 ********************

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.

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.

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.

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* THIS IS A PART TIME POSITION, ONLY APPLY IF INTERESTED IN WORKING PART TIME* MECU is a not-for-profit financial institution committed to helping its members and community by offering high-quality financial products and services. MECUs success in empowering our members to improve their financial well-being and live better dates back to 1936. We seek service-oriented professionals that will be champions for our members, treat everyone with respect find ways to assist our members/co-workers and help our community be a better place to live. WE NEVER COMPROMISE THE MEMBER EXPERIENCE - our goal is to provide the absolute best member experience in all interactions and is the number one factor that we use to differentiate ourselves from our competition. Work Schedule: * Mon, Tues, Wed, & Fri: 8:30 am - 2:00pm * Thurs: 8:00am - 2:00pm * One day remote (weekly) Position Summary Under general supervision, projects a professional company image through mail correspondence and website email responses. Provides administrative support to Call Center staff. Manage data in spreadsheets and reports. Enter Centrix disputes and mail 30 day letters when appropriate. Assist with maintaining and updating the department procedure manual. Establish secondary account relationships and process CD maturity instructions. Works closely with Call Center staff to assist in enhancing the members experience and meeting service expectations. Must demonstrate excellent verbal and written communication skills. Work Location This position is located at Corporate Headquarters in Downtown Baltimore. Incumbent will be required to report in office for this role. Upon completion of 90 days incumbent may work hybrid schedule. Education * High School Diploma Required * General Education Degree (GED) in lieu of H.S. Diploma Experience * One (1) Year Administrative, Required * One (1) Year Financial Services, Preferred Qualifications / Essential Functions * Ability to multi-task and operate in a fast-paced environment * Demonstrated administrative skills and ability to work with details * Must display proven PC skills * Must demonstrate excellent verbal and written communication skills * Must be results oriented and well organized Compensation Salary Range per hour, depending on experience and qualifications * $15.00 - $19.62 Benefits at MECU Credit Union At MECU, we prioritize the well-being and growth of our employees by offering a comprehensive benefits package that includes but not limited to: * Medical, Dental, and Vision Coverage: Plans are available for both employees and their families to ensure comprehensive health coverage. * 401(k) Plan with Employer Match: Secure your financial future with our competitive 401(k) plan, including an employer match to help you save more for retirement. * Company-Paid Insurance: We provide company-paid short-term disability, long-term disability, and life insurance to give you peace of mind. * Tuition Assistance: Continue your education and professional development with our tuition assistance program. * Employee Assistance Program (EAP): Access confidential support for personal and professional challenges through our EAP. * Parking Discounts: Enjoy discounted parking to make commuting easier. * Long-Term Care Insurance: Prepare for the future with long-term care coverage options. * Time Off: Take advantage of annual, sick leave, sick and safe leave to recharge and maintain a healthy work-life balance. Join MECU and enjoy benefits that truly support you and your family. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this position, the successful candidate is regularly required to sit; use hands and fingers to handle objects, tools, keyboards or controls; talk and hear. The employee is occasionally required to stand, walk, reach with hands and arms and stoop or kneel. Must regularly lift and/or move files and equipment up to 15 pounds and occasionally lift/move up to 25 pound objects. Specific vision characteristics required by this position include close vision, adjust focus, and view a computer screen for extended periods of time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. MECU of Baltimore, Inc. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. MECU conducts credit, bond and background checks.

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. * 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 * 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 ****************************.

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!

Job DescriptionBenefits: Competitive salary Opportunity for advancement Training & development Are you a dynamic and results-oriented individual with a passion for sales and customer service? Do you want to be part of a supportive team that values your contributions and offers excellent growth opportunities? Look no further! Chris Aguirre State Farm is seeking a Sales Representative to join our growing team. About Us: At Chris Aguirre State Farm, we take pride in being a trusted insurance agency that has been serving our community for over a decade. Our commitment to exceptional customer service and providing the best insurance solutions has earned us a reputation as a leader in the industry. As a State Farm agency, we have the backing of a renowned brand known for its integrity and reliability. Role and Responsibilities: As a Sales Representative at Chris Aguirre State Farm, you will play a pivotal role in helping individuals and families protect what matters most to them. Your key responsibilities will include: Sales and Consultation: Engaging with potential customers to assess their insurance needs and provide them with personalized insurance solutions that align with their requirements. Lead Generation: Proactively seeking new business opportunities through various channels, such as referrals, networking, and community involvement. Customer Relationship Management: Building strong and lasting relationships with clients, providing ongoing support, and addressing any inquiries or concerns they may have. Cross-Selling and Upselling: Identifying opportunities to offer additional State Farm products and financial services that benefit our customers. Team Collaboration: Collaborating with our dedicated team to create a seamless customer experience and achieve collective sales targets. Qualifications: To excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Previous experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed. Communication Skills: Excellent verbal and written communication skills to effectively interact with customers and explain insurance concepts clearly. Customer-Centric: A strong desire to help customers and provide exceptional service that exceeds their expectations. Goal-Driven: A self-motivated individual with a proven track record of meeting and exceeding sales targets. Insurance Knowledge: While not mandatory, familiarity with insurance products and industry practices will be advantageous. Bilingual Spanish Benefits Ongoing training and development opportunities to enhance your skills and knowledge. A supportive and collaborative team that feels like family. Opportunities for career growth and advancement within the agency. Salary plus commission/bonus Paid time off (vacation and personal/sick days) Growth potential/Opportunity for advancement within my office HOURS Weekdays 9AM - 5PM

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: 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.

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.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family, or planning for retirement. If you are interested in growing a long-term career and passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you. The Financial Services Representative I is a foundational role designed to prepare you for your long-term career growth with Bank of America and Merrill. Preparation for the role starts with best-in-class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a FSR I, you will work in a phone-based environment from a Merrill Contact Center. Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals. This role will be a part of the Life Services team, which focuses on guiding beneficiaries through the transition of deceased account assets. Your responsibilities will include taking initial notification calls, assisting with required documentation, and helping guide beneficiaries through the logistics of the transition process. This will include both inbound and outbound phone calls with clients, as well as document processing and research. Job Description: This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products. Responsibilities: • Identifies clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams • Focuses daily on service to sales with existing Merrill clients • Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support the financial goals We'll help you • Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy • Get training and one-on-one coaching from academy managers who are invested in your success • Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide • Develop techniques to confidently engage with clients by telephone • Continue to learn and grow in a culture where growth and career advancement are a priority As a Financial Services Representative I, you can look forward to • Providing a world class client experience through point of call account servicing and resolution • Working in a well-compensated, highly collaborative environment • Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America Required Qualifications: • Is client-focused with a passion for excellence and a positive team attitude • Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance -based environment • Has the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams • Is an effective communicator with an aptitude for sales and relationship management • Has strong computer skills • Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication • Is ambitious, disciplined, hardworking, resilient, and willing to learn Additional Skills Used: • Attention to Detail • Critical Thinking • Customer and Client Focus • Oral Communications • Prioritization • Active Listening • Decision Making • Emotional Intelligence • Result Orientation • Written Communications • Account Management • Adaptability • Client Experience Branding • Coaching • Referral Identification Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - RI - Lincoln - 670 George Washington Hwy (RI1541) Pay and benefits information Pay range$24.00 - $25.96 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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