Member Services Representative

Conversio Health Careers•San Luis Obispo, CA

7d•Onsite

About The Position

We are seeking a Member Services Representative to join our on-site call center team. This role is ideal for someone with customer service, call center, or phone-based support experience who enjoys helping people and working in a fast-paced environment. The Member Services Representative handles inbound and outbound calls, completes account follow-ups, answers questions, resolves concerns, and documents interactions accurately. Successful candidates are comfortable on the phone, organized, detail-oriented, and able to manage multiple tasks throughout the day. Healthcare experience is not required. Training is provided.

Requirements

1+ year of customer service, call center, or phone-based support experience preferred
Strong phone communication skills with the ability to make outbound calls
Typing speed of 45 WPM or higher with accurate data entry
Strong organizational and time management skills
Ability to multitask and work independently
Comfortable using computers and learning new systems
Professional verbal and written communication skills

Nice To Haves

Bilingual Spanish/English
Experience in member services, customer support, or call center environments

Responsibilities

Make outbound calls to members using a soft-phone system following approved scripts and procedures
Handle inbound calls, questions, service requests, and escalations
Complete refill follow-ups, account reviews, questionnaires, and order support calls
Communicate with members and external offices as needed to gather information
Accurately document all calls, account updates, and actions in internal systems
Respond to email requests promptly and remain available through internal messaging tools
Identify, resolve, and log service issues and escalate when appropriate
Maintain confidentiality and follow all company policies and compliance standards
Participate in training, team meetings, and additional projects as assigned