Member Services Team Lead

Overview

Who We Are

Because health is personal. That's why Personify Health created the first and only personalized health platform—bringing health plan administration, holistic wellbeing solutions, and comprehensive care navigation together in one place. We serve employers, health plans, and health systems with data-driven solutions that reduce costs while actually improving health outcomes. Together, our team is on a mission to empower people to lead healthier lives.

Learn even more about the work that drives us at

Ready to take the next step in leading a high-performing support team?

The role of Member Services Team Lead is responsible for supporting and assisting in the team’s success in attentive customer services to Personify Health’s clients. This role manages both incoming calls from clients regarding a variety of requests and assists members with technical issues related to the website or products.

This role is Onsite in Tempe, AZ. Must be available to work any schedule between 7am-7pm CST.

What You'll Actually Do

• Chat Triage
  - Rerouting incoming chats on Zendesk to the appropriate location queues (North, South, West)
• Assisting agents with their calls and inquiries, both remotely and onsite
  - Agent reaches out via Teams or in person for assistance with their inquiries. TLs will investigate the inquiry, and provide assistance and guidance to agents.
• Assisting with the Training process (North TLs were in charge of organizing and conducting the training process in 2024): TLs were tasked with creating a training schedule and modules for new hires. TLs held group training, presentations, and mock calls. They also assisted the agents on their first live calls.
• Assisting with IT issues (reporting and troubleshooting) - If an issue with the services is identified or reported, TLs will do the standard troubleshooting before reporting it to the IT department. TLs will gather the necessary information and report the ongoing issues.
• Closely collaborating with IT with onboarding procedures and tools set up
  - Assist with setting up the equipment for the New Hires, arranging seating, completing the onboarding procedure, and, introducing New Hires to the work environment and SOP's.
• Supervisor Callbacks (North TLs) - Once an agent submits a Supervisor callback through Zendesk, the TL is tasked with investigating the inquiry and completing the Supervisor callback.
• Agent Escalations
  - If an agent needs more information about claims, eligibility, or benefits, they escalation to their TL. Once escalated, the TL will investigate and, if necessary, reach out to the appropriate departments for additional information. Once obtained, the escalation will be returned to the agent with the updated information for them to resolve the inquiry.
• Assisting supervisors with the QA process
  - Once an agent receives an evaluation, before appealing the agent will reach out to the TL. The TL will investigate and report to the supervisor if further assistance is needed. If not, the TL will provide feedback and guidance to the agent about the evaluation.
• Providing supervisors with agent feedback - TLs will provide regular feedback about team members and other agents on their overall performance and communication.
• Outlining and documenting certain MS procedures - TLs will gather information, updates, and new SOP's, and update the documentation accordingly. Usually by investigating ongoing issues within the SOP's or receiving official communication from Supervisors.
• Adding organizations to ZD
  - When an organization is missing in Zendesk, the TL will create an organization within Zendesk using the Group No., Group name, and Group location.
• Merging users in ZD
  - When there are duplicate users in Zendesk, the TL will merge those users into one user in Zendesk using their First and Last name, and Member .
• Additional tasks, depending on the kind of project currently being worked on, as well as its workload.
• All other duties as assigned.

What You Bring to Our Team

Education and Experience

• High school diploma or equivalent required
• Some University or Post-secondary Education preferred
• Must have at least one year customer service…