Member Services Representative

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

Job summary

Conversio Health, LLC. is looking for a Member Services Representative to join their on-site call center team in San Luis Obispo, California. Ideal candidates will have experience in customer service or call center environments and should be comfortable on the phone. Responsibilities include handling inbound and outbound calls, managing account follow-ups, and maintaining detailed documentation. Strong organizational skills and the ability to multitask are essential. Bilingual English/Spanish is a plus.

Qualifications

• 1+ year of customer service, call center, or phone-based support experience preferred.
• Comfortable using computers and learning new systems.
• Strong time management skills.

Responsibilities

• Make outbound calls to members using a soft-phone system.
• Complete refill follow-ups, account reviews, and order support calls.
• Accurately document all calls and actions in internal systems.
• Respond promptly to email requests.

Skills

Strong phone communication skills

Typing speed of 45 WPM or higher

Strong organizational skills

Ability to multitask

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

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