Pinnacle Fertility · 2 days ago
Financial Counselor
Pinnacle Fertility is a leading fertility care platform dedicated to fulfilling dreams by building families. 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.
Health Care
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
Qualification
Required
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
Company
Pinnacle Fertility
Pinnacle Fertility is a physician-centric fertility care platform.
Funding
Current Stage
Late StageRecent News
2025-12-05
Morningstar.com
2025-11-14
Company data provided by crunchbase