Member Success Specialist

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

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.