Financial Counselor

About the Role

The Financial Counselor plays a vital role in supporting patients through their fertility journey by guiding them through financial processes and ensuring a clear understanding of their financial obligations. This position is ideal for individuals who are customer service-minded, detail-oriented, and thrive in a fast-paced environment. As a Financial Counselor, you will work closely with patients and a multidisciplinary team to deliver compassionate care and a seamless financial experience.

Key Responsibilities

• Maintain patient accounts by updating personal, financial, and insurance details.
• Monitor and manage billing and coding processes, ensuring accurate claim submissions, and compliance with regulations.
• Obtain and enter referrals, authorizations, and predeterminations.
• Verify benefits/eligibility and determine procedure deposits.
• Review financial history, collect balances, and escalate unresolved issues.
• Submit daily charge entries for processing.
• Obtain waivers for patients without proper benefits or authorization.
• Review loan programs with patients lacking insurance benefits.
• Serve as a liaison to resolve billing issues with the billing team.
• Collaborate with the clinical team to communicate accurate financial obligations.
• Aid with additional administrative tasks and projects as needed.

Position Requirements

• Education & Experience: High school diploma required. 1-3 years of experience in a patient-facing front desk, insurance verification, or customer service. Minimum of 1 year of experience working in a fully remote capacity.
• Skills: Expertise in financial counseling, billing, coding, and insurance. Proficient in claims, authorizations, and collections. Strong multitasking, communication, and organizational skills. Ability to discuss financial matters clearly and empathetically.
• Flexibility: Must be able to work regular hours aligned with Pacific Standard Time (PST).

Compensation & Benefits

• Compensation: Hourly Rate: $20.00 - $26.00 per hour (Final offer based on experience, skills, and qualifications).
• Benefits: Comprehensive healthcare, dental, vision, and life insurance. Additional perks include generous paid time off (PTO), paid holidays, and a retirement savings program.

Diversity & Inclusivity

At Pinnacle Fertility, we are committed to fostering a diverse, inclusive, and welcoming workplace. We are proud to be an equal opportunity employer and encourage applicants of all backgrounds, abilities, and life experiences to apply. Equal Opportunity Employer