Member Services Representative

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

Conversio Health is an innovative chronic condition management company that serves as a key link between the patient, the physician, and the health plan. It has developed a completely new approach for chronic respiratory condition management that combines proprietary technologies and customized nebulizer medication therapies, with a multidisciplinary care team to deliver improved clinical and financial outcomes, and higher patient satisfaction. Its 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. Conversio Health was founded in 2013 and is headquartered in San Luis Obispo, California.
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