Financial Counselor jobs in United States
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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

Financial counselingBillingCodingInsurance verificationClaims processingCustomer serviceMultitaskingEmpathyCommunication skillsOrganizational skills

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

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Pinnacle Fertility is a physician-centric fertility care platform.

Funding

Current Stage
Late Stage

Leadership Team

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Beth Zoneraich
Chief Executive Officer
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Danielle Kaczmarek-Birk
Assistant CBO Manager
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Company data provided by crunchbase