Member Services Representative

Conversio Health; San Luis Obispo (CA); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

401(k) matching

Dental insurance

Employee discount

Health insurance

Health savings account

Life insurance

Paid time off

Vision insurance

Job summary

Conversio Health is seeking a Member Services Representative to join our on-site call center team in San Luis Obispo. This role supports members with inbound and outbound calls, account follow-ups, and issue resolution in a fast-paced environment.

The position emphasizes phone-based support, accurate data entry, and strong organizational skills. Training is provided, and bilingual Spanish/English is preferred for this role.

Qualifications

• 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.

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 elevate when appropriate.
• Maintain confidentiality and follow all company policies and compliance standards.
• Participate in training, team meetings, and additional projects as assigned.

Skills

Customer service

Phone-based support

Multitasking

Typing 45 WPM

Organizational skills

Communication skills

Job description

Description

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.

Job 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 elevate when appropriate
• Maintain confidentiality and follow all company policies and compliance standards
• Participate in training, team meetings, and additional projects as assigned

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

Preferred Qualifications

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

Benefits

The Conversio team enjoys a competitive benefits package including:

• 401(k) matching
• Dental insurance
• Employee discount
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

About Conversio Health

Conversio Health was founded in 2013 and is headquartered in San Luis Obispo, California. We are an innovative chronic condition management company that serves as a key link between the patient, the physician, and the health plan. We have developed a completely new approach for chronic respiratory condition management that combines proprietary technologies, customized medication therapies, with a multidisciplinary care team to deliver improved clinical and financial outcomes, and higher patient satisfaction. Our unique, high touch pharmacy model provides home delivery services, personalized patient education and support, and disease progression and medication effectiveness monitoring to prevent unnecessary hospitalizations before they occur. Conversio enables a higher level of care coordination across the care continuum and has a proven track record of lowering its health plan partners’ drug cost and improving clinical outcomes for thousands of patients with COPD and Asthma across the United States.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status. Criminal background check and drug screen are required once the position is accepted.