Jobs in Tysons Mclean, VA

As a Customer Service Specialist, you will be the trusted partner our Members rely on. You’ll research and resolve member inquiries regarding existing policies through multiple channels—including phone, e-mail, mail, and in person—while providing timely, professional, and empathetic support. With each interaction, you will demonstrate Navy Mutual’s unwavering commitment: to protect those who defend us.

You will also document all interactions and insights in our CRM system, ensuring accuracy, transparency, and opportunities for continuous service improvement.

Key Responsibilities

• Deliver exceptional customer service by accurately addressing inquiries across phone, email, mail, and in-person channels.
• Efficiently navigate multiple systems—including Outlook, CRM/Salesforce, policy administration platforms, imaging systems, call center tools, calculators, and illustration systems—to resolve member needs.
• Maintain strong working knowledge of the full life cycle of Life and Annuity products, such as Billing & Collections, Distributions, and In-force processes.
• Counsel and assist Members with policies at risk of lapse or termination; oversee reinstatements and handle all contract-related activities and in-force illustrations.
• Proactively reach out regarding address changes, billing matters, and statement notices.
• Educate Members and their families on military benefits and Navy Mutual products; refer potential sales opportunities to appropriate representatives.
• Represent Navy Mutual with professionalism and empathy, ensuring every Member feels valued, informed, and supported.

Qualifications

• Bachelor’s degree and/or 3–5 years of call center and customer service experience.
• Life insurance expertise preferred.
• Strong understanding of call center operations, processes, and tools—including CRM and multi-queue phone systems.
• Exceptional attention to detail; committed to accuracy and high-quality service.
• Independent thinker and problem-solver with the ability to juggle multiple inquiries and adapt to changing needs.
• Professional, composed, and customer-focused—even under pressure.
• Self-directed, motivated, and driven to go the extra mile to support Members and Navy Mutual’s mission.

Our client - the Mayberg Foundation - is a private family foundation dedicated to investing in organizations and initiatives with bold ideas that inspire, educate, and strengthen Jewish community. They are seeking a Trustee Engagement Officer (TEO) to directly support the President/Chairman of the Board, key Trustees, and Rising Trustees who are leading the Foundation's grantmaking work locally, nationally, and globally.

This is a multi-faceted Senior Executive Assistant role, reporting to the Director of Operations. As TEO, you will act as the central coordination hub between the Foundation’s President, Trustees and staff. This is a full-time, in-office position offering a competitive salary and excellent benefits, including 100% employer-paid medical for the employee and a 401K with up to 10% employer contribution.

This role has three core areas of responsibility:

1. Executive support to the President (40%)
2. Trustee and Rising Trustee engagement, including discretionary giving and governance coordination (35%)
3. Coordination of the Foundation’s participation in external events and engagements (25%)

The TEO ensures that people, information, logistics, and follow-through are handled with precision, discretion, and professionalism, allowing leadership and trustees to engage effectively and represent the Foundation well.

1. Executive Support to the President (40%)

• Ensure the President is fully supported administratively, logistically, and informationally.
• Manage calendar, scheduling, and logistics with foresight and discretion
• Prepare meeting materials, briefings, agendas, and follow-up summaries
• Track commitments, decisions, and action items to ensure timely follow-through
• Coordinate travel arrangements, reimbursements, and documentation
• Serve as the first point of contact for routine administrative needs
• Maintain efficient systems for meeting preparation and follow-through

2. Trustee & Rising Trustee Engagement (35%)

• Act as the primary administrative point of contact for trustees and rising trustees
• Coordinate all discretionary giving initiated by trustees and rising trustees, including intake, tracking, internal coordination, and documentation
• Coordinate board and committee meetings (scheduling, materials, minutes, follow-up)
• Maintain trustee records, contact lists, and engagement tracking systems
• Support onboarding and orientation of new and rising trustees
• Track and diplomatically reinforce follow-ups and commitments

3. External Events & Foundation Representation Coordination (25%)

• Coordinate the Foundation’s participation in external events attended by trustees or leadership, including tables, seats, and sponsorship-related benefits
• Manage event entitlements such as recognition language, advertisements, signage, and acknowledgments
• Draft or coordinate copy for event ads and recognition placements in consultation with the President and Communications Director
• Serve as the primary liaison with host organizations regarding event logistics and deadlines
• Coordinate guest lists, RSVPs, seating, and calendaring
• Support occasional Foundation-hosted gatherings or convenings, as needed
• Coordinate with Communications on trustee-facing and event-related materials
• Ensure materials align with Foundation tone, branding, and approvals
• Maintain organized digital archives of trustee communications and governance records

Qualifications

• Bachelor’s degree required
• Minimum 5 years of relevant experience, including providing executive/C-suite level administrative support
• Exceptional organization, judgment, and follow-through
• Strong written and verbal communication skills
• Comfort operating in a multi-generational family foundation environment
• Proficiency with Google Workspace
• Appreciation for Jewish values and communal life