Customer Service Representative
Member service representative job in Alexandria, VA
We are looking for Customer Service Representatives to join our client's team. In this role, you will provide exceptional customer support by addressing inquiries related to basic account issues, password resets and troubleshooting general website and access related problems.
This role requires being 100% onsite in Alexandria, Virginia on a shift basis and being able to be public trust security cleared.
We can only accept applications from US Citizens and Green Card holders.
Qualifications
Customer Service Experience: At least one (1) year of customer service experience, including phone and/or email contact center experience, data entry, contact center problem logging, and use of Automatic Call Distribution (ACD) systems.
Communication Skills: Strong listening and oral communication skills with the ability to interact professionally and courteously with customers.
Technical Proficiency: Must be proficient in using web-based databases, software, and email platforms.
Language Skills: Must be fluent in English (speaking, reading, and writing).
Background Check: Must be able to pass a federal background investigation and obtain a Public Trust clearance.
Required Skills
Customer service experience, communication skills, background check.
Pay range and compensation package
$17.50 to $20.00 per hour
Equal Opportunity Statement:
We are committed to diversity and inclusivity.
Shared Services Assosiate
Member service representative job in Vienna, VA
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.
Enterprise Operations Center Specialist
Member service representative job in Washington, DC
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.
Customer Service Specialist
Member service representative job 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
Customer Service Representative
Member service representative job in Fredericksburg, VA
Customer Experience Team Member
At HomeServices Property Management we provide excellent customer service with our one call resolution model. Reporting to the Director of Customer Experience, this role supports the organization by providing support to our agents, landlords, tenants and vendors. Duties include responding to inquiries regarding owner statements, tenant ledgers, property account history and expenses. In addition, the Customer Experience Team Member is responsible for handling maintenance requests by reviewing, assessing and dispatching vendors as needed. A high level of customer engagement, advanced communication skills and the ability to deliver excellent customer service is a requirement as well as prioritizing tasks and responsibilities. Team members are part of a regional operations team and handle requests by phone, email and text and are responsible for thoroughly documenting and communicating all requests with landlords, tenants, vendors and property management staff.
ESSENTIAL DUTIES AND RESPONSIBILITIES
The Customer Experience Team Member needs to demonstrate the following:
Collaborate with other departments, such as accounting and field staff, to ensure smooth coordination and resolution of customer inquiries
Handle client inquiries professionally and ensure outstanding customer service is provided
Resolve tenant and landlord problems by identifying the customer's needs, determining the cause, determining and explaining the best solution, expediting the correction or adjustment, and following up to ensure resolution
Understand how to interpret landlord, tenant, and vendor financial statements
Prioritize and monitor all work order requests received and communicate with landlords, tenants, vendors and property management staff
Stay up to date with industry trends and guidelines in the property management sector, and share this knowledge with the HSPM staff to stay ahead of the curve
Develop and maintain excellent relationships with prospective and existing clients
Successfully navigate through extremely sophisticated operational issues
Effectively manage high volume of incoming calls in a call center environment following communications guidelines, policies and property management processes
Contribute to team effort by accomplishing related and individual results
Process incoming property management field office mail, utility bills, HOA and condo association management documents, real estate tax bills, insurance bills, renewals and cancellations
Performance Expectations
Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management.
Perform responsibilities as directed, achieving desired results within expected time frames and with a high degree of quality and professionalism.
Establish and maintain positive and productive work relationships with all staff, customers, and business partners.
Demonstrate the behavioral and technical competencies necessary to effectively complete job responsibilities. Take personal initiative for technical and professional development.
Follow the company HR Policy, the Code of Business Conduct and all subsidiary and department policies and procedures, including protecting confidential company information, attending work punctually and regularly, and following good safety practices in all activities.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
High school diploma, some college or equivalent experience
Proven customer support call center experience
Ability to effectively resolve conflicts
Proficient computer skills in Microsoft Office, including Outlook, Excel, Word, and PowerPoint
Knowledge of AppFolio preferred
Ability to multi-task and possess time management skills with a focus on deadlines are a must
Excellent interpersonal, customer service, written and verbal communication skills
Flexible to work shifts between 8:00am and 6:00pm, and weekends as needed or necessary
Maintain regular and punctual attendance
Knowledge of contracting, property maintenance, handyman or specific trades terminology preferred
We offer a full suite of benefits including Medical, Health Savings Account, Dental, Vision, Life Insurance, Paid Vacation (PTO), 401(k) with employer match, Flexible Spending Account, and Employee Assistance Program (EAP)
Equal Opportunity Employer
Access Support Representative
Member service representative job in Dulles Town Center, VA
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.
Bilingual Customer Service Representative
Member service representative job in Alexandria, VA
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
Contact Center Specialist
Member service representative job in Fairfax, VA
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.
Client Onboarding Specialist
Member service representative job in Fairfax, VA
🚀 We're Hiring! Client Onboarding Specialist (Onsite - Fairfax, VA)
🕘 Schedule: Monday-Friday, 9:00 AM - 5:00 PM
💰 Pay: $18-$20/hour
🌱 Level: Entry-level / early career
Looking to start or grow your career in a hands-on, people-focused role? This might be for you 👀
We're looking for a Client Onboarding Specialist to join a growing, well-established company in Fairfax, VA. You'll play a key role in making sure every new customer project gets off to a smooth start - working closely with Sales, Operations, and customers every day.
This is a great opportunity if you're organized, reliable, enjoy helping people, and want to learn how a business runs from start to finish.
✨ What you'll be doing
Coordinate new projects from contract to kickoff
Communicate with customers during the onboarding process
Support the Sales team with paperwork and follow-ups
Keep CRM and internal systems accurate and up to date
Partner with internal teams to keep everything moving smoothly
Help ensure a great customer experience from day one
🎯 What we're looking for
1+ year of customer service, admin, or coordination experience
Strong communication and organization skills
Detail-oriented and dependable
Comfortable using multiple systems and learning new tools
Open to feedback and eager to grow 🌱
Able to work onsite in Fairfax, VA
👉 Important: This role is fully onsite. We're looking for candidates who live within ~30 minutes of Fairfax to ensure a comfortable daily commute.
💙 Why join?
Stable, long-standing company
Paid training and support from day one
Growth opportunities
Friendly, team-oriented environment
A role where your work truly matters
Customer Experience Representative
Member service representative job in Fredericksburg, VA
Customer Experience Team Member At HomeServices Property Management we provide excellent customer service with our one call resolution model. Reporting to the Manager of Customer Experience, this role supports the organization by providing support to our agents, landlords, tenants and vendors. Duties include responding to inquiries regarding owner statements, tenant ledgers, property account history and expenses. In addition, the Customer Experience Team Member is responsible for handling maintenance requests by reviewing, assessing and dispatching vendors as needed. A high level of customer engagement, advanced communication skills and the ability to deliver excellent customer service is a requirement as well as prioritizing tasks and responsibilities. Team members are part of a regional operations team and handle requests by phone, email and text and are responsible for thoroughly documenting and communicating all requests with landlords, tenants, vendors and property management staff.
ESSENTIAL DUTIES AND RESPONSIBILITIES
The Customer Experience Team Member needs to demonstrate the following:
* Collaborate with other departments, such as accounting and field staff, to ensure smooth coordination and resolution of customer inquiries
* Handle client inquiries professionally and ensure outstanding customer service is provided
* Resolve tenant and landlord problems by identifying the customer's needs, determining the cause, determining and explaining the best solution, expediting the correction or adjustment, and following up to ensure resolution
* Understand how to interpret landlord, tenant, and vendor financial statements
* Prioritize and monitor all work order requests received and communicate with landlords, tenants, vendors and property management staff
* Stay up to date with industry trends and guidelines in the property management sector, and share this knowledge with the HSPM staff to stay ahead of the curve
* Develop and maintain excellent relationships with prospective and existing clients
* Successfully navigate through extremely sophisticated operational issues
* Effectively manage high volume of incoming calls in a call center environment following communications guidelines, policies and property management processes
* Contribute to team effort by accomplishing related and individual results
* Process incoming property management field office mail, utility bills, HOA and condo association management documents, real estate tax bills, insurance bills, renewals and cancellations
Performance Expectations
* Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management.
* Perform responsibilities as directed, achieving desired results within expected time frames and with a high degree of quality and professionalism.
* Establish and maintain positive and productive work relationships with all staff, customers, and business partners.
* Demonstrate the behavioral and technical competencies necessary to effectively complete job responsibilities. Take personal initiative for technical and professional development.
* Follow the company HR Policy, the Code of Business Conduct and all subsidiary and department policies and procedures, including protecting confidential company information, attending work punctually and regularly, and following good safety practices in all activities.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
* High school diploma, some college or equivalent experience
* Proven customer support call center experience
* Ability to effectively resolve conflicts
* Proficient computer skills in Microsoft Office, including Outlook, Excel, Word, and PowerPoint
* Knowledge of AppFolio preferred
* Ability to multi-task and possess time management skills with a focus on deadlines are a must
* Excellent interpersonal, customer service, written and verbal communication skills
* Maintain regular and punctual attendance
* Knowledge of contracting, property maintenance, handyman or specific trades terminology preferred
We offer a full suite of benefits including Medical, Health Savings Account, Dental, Vision, Life Insurance, Paid Vacation (PTO), 401(k) with employer match, Flexible Spending Account, and Employee Assistance Program (EAP)
Equal Opportunity Employer
Customer Success Consultant
Member service representative job in Alexandria, VA
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.
Customer Success Consultant
Member service representative job in Washington, DC
Lumen connects the world. We are igniting business growth by connecting people, data and applications - quickly, securely, and effortlessly. Together, we are building a culture and company from the people up - committed to teamwork, trust and transparency. People power progress.
We're looking for top-tier talent and offer the flexibility you need to thrive and deliver lasting impact. Join us as we digitally connect the world and shape the future.
**The Role**
The **Customer Success Consultant** is a customer-facing role aligned to our large and mid-market enterprise customer segment, driving customer value and success through optimal utilization of Lumen solutions. This is accomplished by ensuring customers realize and experience value from Lumen, monitoring indicators of customer health, addressing customer concerns, and helping them better use our technology/products to meet their corporate goals and objectives. With established trust and loyalty, this role seeks to naturally progress and expand the partnership through identifying potential up-sell and cross-sell opportunities and engaging sales accordingly.
**The Main Responsibilities**
+ Construct and implement **customer success plans,** driving customer value realization
+ **Manage customer metrics** , including usage data, health indicators, and renewal dates in alignment with objectives
+ Evaluate **product and portal** **adoption maturity level** and address roadblocks leveraging digital marketing slicks, adoption articles and other templates
+ Build **value-based relationships** with customers to optimize CS plays while leveraging self-service
+ Share **thought leadership** with customers based on needs resulting in strengthened customer trust
+ Identify and qualify **opportunities for expansion,** partnering closely with sales
+ Implement **revenue management practices** driving accountability and goal alignment; revenue retention and growth strategies including value realization, renewal execution, risk management and customer growth
+ **Manage risks to customers' success** , identify root causes, define and activate solutions, and deploy cross-functional support to resolve
+ **Onboard new** **customers** and partner with sales, delivery & support to ensure **successful deployment of solutions and services** including bill reviews and audits
+ Define and execute **renewal** methodology aligned with customer priorities to positively impact profit margins
**What We Look For in a Candidate**
+ Experience: 5+ years customer success or account management experience
+ Education Level: Bachelor's Degree or equivalent work experience
+ Experience working with large and medium enterprise customers
+ Excellent communication and interpersonal skills with ability to build strategic relationships within customer accounts
+ Ability to work closely with the customer and effectively negotiate directly with the customer and internally on their behalf
+ Strong analytical skills with the ability to translate data into customer insights and leverage with customer engagement strategies
+ Experience in collaborating and guiding cross-functional teams (e.g. Sales, Product, Marketing, Service Delivery)
+ Brings technology and data networking knowledge with technical aptitude to stay current in evolving technology sector
+ Effective and confident decision making based on business and financial principles
+ Working knowledge of MS Office suite
**Compensation**
This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Individual pay is based on skills, experience and other relevant factors.
Location Based Pay Ranges:
$73,805 - $98,406 in these states: CO
$77,322 - $103,089 in these states: CA, VA, and WA.
Lumen offers a comprehensive package featuring a broad range of Health, Life, Voluntary Lifestyle benefits and other perks that enhance your physical, mental, emotional and financial wellbeing. We're able to answer any additional questions you may have about our bonus structure (short-term incentives, long-term incentives and/or sales compensation) as you move through the selection process.
Learn more about Lumen's:
+ Benefits (****************************************************
+ Bonus Structure
\#LI-Remote
**What to Expect Next**
Requisition #: 340973
**Background Screening**
If you are selected for a position, there will be a background screen, which may include checks for criminal records and/or motor vehicle reports and/or drug screening, depending on the position requirements. For more information on these checks, please refer to the Post Offer section of our FAQ page (************************************* . Job-related concerns identified during the background screening may disqualify you from the new position or your current role. Background results will be evaluated on a case-by-case basis.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
**Equal Employment Opportunities**
We are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, disability, genetic characteristic or information, age, gender, sexual orientation, gender identity, gender expression, marital status, family status, pregnancy, or other legally protected status (collectively, "protected statuses"). We do not tolerate unlawful discrimination in any employment decisions, including recruiting, hiring, compensation, promotion, benefits, discipline, termination, job assignments or training.
**Disclaimer**
The job responsibilities described above indicate the general nature and level of work performed by employees within this classification. It is not intended to include a comprehensive inventory of all duties and responsibilities for this job. Job duties and responsibilities are subject to change based on evolving business needs and conditions.
In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
Please be advised that Lumen does not require any form of payment from job applicants during the recruitment process. All legitimate job openings will be posted on our official website or communicated through official company email addresses. If you encounter any job offers that request payment in exchange for employment at Lumen, they are not for employment with us, but may relate to another company with a similar name.
Loan Service Representative
Member service representative job in Washington, DC
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.
Financial Services Representative State Farm Agent Team Member
Member service representative job in Alexandria, VA
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.
Financial Services Representative - State Farm Agent Team Member
Member service representative job in Bethesda, MD
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
Financial Services Representative - State Farm Agent Team Member
Member service representative job in Fairfax, VA
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!
Financial Services Representative State Farm Agent Team Member
Member service representative job in Kensington, MD
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
Life Services Financial Services Representative
Member service representative job in Huntingtown, MD
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. 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
Customer Success Consultant
Member service representative job in Annapolis, MD
Lumen connects the world. We are igniting business growth by connecting people, data and applications - quickly, securely, and effortlessly. Together, we are building a culture and company from the people up - committed to teamwork, trust and transparency. People power progress.
We're looking for top-tier talent and offer the flexibility you need to thrive and deliver lasting impact. Join us as we digitally connect the world and shape the future.
**The Role**
The **Customer Success Consultant** is a customer-facing role aligned to our large and mid-market enterprise customer segment, driving customer value and success through optimal utilization of Lumen solutions. This is accomplished by ensuring customers realize and experience value from Lumen, monitoring indicators of customer health, addressing customer concerns, and helping them better use our technology/products to meet their corporate goals and objectives. With established trust and loyalty, this role seeks to naturally progress and expand the partnership through identifying potential up-sell and cross-sell opportunities and engaging sales accordingly.
**The Main Responsibilities**
+ Construct and implement **customer success plans,** driving customer value realization
+ **Manage customer metrics** , including usage data, health indicators, and renewal dates in alignment with objectives
+ Evaluate **product and portal** **adoption maturity level** and address roadblocks leveraging digital marketing slicks, adoption articles and other templates
+ Build **value-based relationships** with customers to optimize CS plays while leveraging self-service
+ Share **thought leadership** with customers based on needs resulting in strengthened customer trust
+ Identify and qualify **opportunities for expansion,** partnering closely with sales
+ Implement **revenue management practices** driving accountability and goal alignment; revenue retention and growth strategies including value realization, renewal execution, risk management and customer growth
+ **Manage risks to customers' success** , identify root causes, define and activate solutions, and deploy cross-functional support to resolve
+ **Onboard new** **customers** and partner with sales, delivery & support to ensure **successful deployment of solutions and services** including bill reviews and audits
+ Define and execute **renewal** methodology aligned with customer priorities to positively impact profit margins
**What We Look For in a Candidate**
+ Experience: 5+ years customer success or account management experience
+ Education Level: Bachelor's Degree or equivalent work experience
+ Experience working with large and medium enterprise customers
+ Excellent communication and interpersonal skills with ability to build strategic relationships within customer accounts
+ Ability to work closely with the customer and effectively negotiate directly with the customer and internally on their behalf
+ Strong analytical skills with the ability to translate data into customer insights and leverage with customer engagement strategies
+ Experience in collaborating and guiding cross-functional teams (e.g. Sales, Product, Marketing, Service Delivery)
+ Brings technology and data networking knowledge with technical aptitude to stay current in evolving technology sector
+ Effective and confident decision making based on business and financial principles
+ Working knowledge of MS Office suite
**Compensation**
This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Individual pay is based on skills, experience and other relevant factors.
Location Based Pay Ranges:
$73,805 - $98,406 in these states: CO
$77,322 - $103,089 in these states: CA, VA, and WA.
Lumen offers a comprehensive package featuring a broad range of Health, Life, Voluntary Lifestyle benefits and other perks that enhance your physical, mental, emotional and financial wellbeing. We're able to answer any additional questions you may have about our bonus structure (short-term incentives, long-term incentives and/or sales compensation) as you move through the selection process.
Learn more about Lumen's:
+ Benefits (****************************************************
+ Bonus Structure
\#LI-Remote
**What to Expect Next**
Requisition #: 340973
**Background Screening**
If you are selected for a position, there will be a background screen, which may include checks for criminal records and/or motor vehicle reports and/or drug screening, depending on the position requirements. For more information on these checks, please refer to the Post Offer section of our FAQ page (************************************* . Job-related concerns identified during the background screening may disqualify you from the new position or your current role. Background results will be evaluated on a case-by-case basis.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
**Equal Employment Opportunities**
We are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, disability, genetic characteristic or information, age, gender, sexual orientation, gender identity, gender expression, marital status, family status, pregnancy, or other legally protected status (collectively, "protected statuses"). We do not tolerate unlawful discrimination in any employment decisions, including recruiting, hiring, compensation, promotion, benefits, discipline, termination, job assignments or training.
**Disclaimer**
The job responsibilities described above indicate the general nature and level of work performed by employees within this classification. It is not intended to include a comprehensive inventory of all duties and responsibilities for this job. Job duties and responsibilities are subject to change based on evolving business needs and conditions.
In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
Please be advised that Lumen does not require any form of payment from job applicants during the recruitment process. All legitimate job openings will be posted on our official website or communicated through official company email addresses. If you encounter any job offers that request payment in exchange for employment at Lumen, they are not for employment with us, but may relate to another company with a similar name.
Loan Service Representative
Member service representative job in Washington, DC
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