[Remote] Financial Counselor

Remote Full-time
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.ResponsibilitiesMaintain patient accounts by updating personal, financial, and insurance detailsMonitor and manage billing and coding processes, ensuring accurate claim submissions, and compliance with regulationsObtain and enter referrals, authorizations, and predeterminationsVerify benefits/eligibility and determine procedure depositsReview financial history, collect balances, and escalate unresolved issuesSubmit daily charge entries for processingObtain waivers for patients without proper benefits or authorizationReview loan programs with patients lacking insurance benefitsServe as a liaison to resolve billing issues with the billing teamCollaborate with the clinical team to communicate accurate financial obligationsAssist with additional administrative tasks and projects as neededSkillsHigh school diploma required1-3 years of experience in a patient-facing front desk, insurance verification, or customer serviceMinimum of 1 year of experience working in a fully remote capacityExpertise in financial counseling, billing, coding, and insuranceProficient in claims, authorizations, and collectionsStrong multitasking, communication, and organizational skillsAbility to discuss financial matters clearly and empatheticallyMust be able to work regular hours aligned with Pacific Standard Time (PST)BenefitsComprehensive healthcareDentalVision, and life insuranceGenerous paid time off (PTO)Paid holidaysRetirement savings programCompany OverviewPinnacle Fertility is a physician-centric fertility care platform. It was founded in 2021, and is headquartered in Tampa, Florida, USA, with a workforce of 1001-5000 employees. Its website is https://www.pinnaclefertility.com/.



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