[Remote] Financial Counselor

Note: The job is a remote job and is open to candidates in USA. Pinnacle Fertility is a leader in physician-centric fertility care, supporting high-performing fertility clinics and comprehensive service providers nationwide. 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.

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
• Assist with additional administrative tasks and projects as needed

Skills

• 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
• 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
• Must be able to work regular hours aligned with Pacific Standard Time (PST)

Benefits

• Comprehensive healthcare
• Dental
• Vision
• Life insurance
• Generous paid time off (PTO)
• Paid holidays
• Retirement savings program

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