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Member Relations Assistant - Santa Ana

Santa Ana, California

Member Relations Assistant - Santa Ana, CA

Pay: $24–$26/hour
Type: Full-time
Reports to: Member Relations Director
Location: Santa Ana, CA 


About the Role
We’re hiring a Member Relations Assistant to support day-to-day member support operations with a strong focus on referral intake and coordination. This role is ideal for someone who’s reliable, highly organized, detail-oriented, and genuinely enjoys helping people. You’ll work onsite in our Santa Ana office and partner closely with the Member Relations Director and internal teams to ensure member requests are handled accurately, efficiently, and with excellent customer service.
Key Responsibilities
  • Provide high-quality customer service to members via phone, email, and internal systems
  • Support referral intake by receiving requests, gathering required information, and documenting details accurately
  • Coordinate next steps by routing referrals/requests to the appropriate internal teams and/or external partners
  • Track referral/request status and follow up to ensure timely completion
  • Maintain accurate records, notes, and updates in internal databases/CRM systems
  • Ensure compliance with internal processes and maintain confidentiality when handling sensitive information
  • Assist with administrative support tasks, reporting, and other duties as assigned by the Member Relations Director
Required Qualifications
  • At least 6 months of referral intake and/or coordination experience
  • Bilingual (highly encouraged, not required)
  • Experience in member services, healthcare, case coordination, or similar service-focused environments
  • Familiarity with CRM systems, intake platforms, or database documentation
  • High School Diploma. BS/BA degree preferred
  • Strong customer service background (professional phone and written communication)
  • High reliability, consistent attendance, and strong follow-through
  • Excellent organization skills with the ability to manage multiple priorities
  • Strong attention to detail and accuracy in documentation
  • Comfort working in a fast-paced, process-driven environment
  • Meet background check
Preferred Qualifications
Skills & Traits we’re looking for
  • Service-minded, empathetic communicator
  • Organized and proactive with strong time management
  • Detail-oriented and process-driven
  • Calm under pressure and solutions-focused
Compensation & Benefits
  • $24–$26/hour, depending on experience
  • Paid Time Off
  • Medical, Dental & Vision insurance for part-time and full-time staff
  • 401(k) Plan

 

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