Member Services Representative

Conversio Health; San Luis Obispo (CA); On-site; USD 35,000 - 50,000; Full time

Job summary

Conversio Health is seeking a Member Services Representative for their on-site call center in San Luis Obispo, California. This role involves handling inbound and outbound calls, resolving concerns, and ensuring accurate documentation of interactions. Ideal candidates will have customer service or call center experience, strong phone communication skills, and be detail-oriented. Training is provided, and healthcare experience is not required.

Qualifications

• 1+ year of customer service experience preferred.
• Strong phone communication skills.
• Typing speed of 45 WPM or higher.

Responsibilities

• Make outbound calls to members using a soft-phone system.
• Handle inbound calls, questions, service requests, and escalations.
• Accurately document all calls and actions.

Skills

Customer service experience

Strong phone communication skills

Organizational skills

Typing speed of 45 WPM or higher

Ability to multitask

Job 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

Required 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

Preferred Qualifications

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