Conversio Health
Conversio Health
Posted 3 months ago
Full Time
San Luis Obispo, California
In Person
Smart Summary
Responsibilities
The representative handles inbound and outbound calls to assist members with service requests, account reviews, and order support. They are responsible for accurately documenting all interactions and escalating service issues when necessary.
Qualifications
You have at least one year of customer service experience, preferably in a call center or phone-based support role. You possess strong communication and typing skills (45 WPM+) and are comfortable using computers and learning new systems to manage multiple tasks efficiently.
Must Have Skills for ATS
soft-phone system
data entry
typing speed
CRM
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 escalate 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
Conversio Health
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