[Remote] Financial Counselor

Note: The job is a remote job and is open to candidates in USA. 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. 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 Company Overview Pinnacle 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