Financial Counselor

Pinnacle Fertility•Portland, OR

6d•Remote

About The Position

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. This position is ideal for individuals who are customer service-minded, detail-oriented, and thrive in a fast-paced environment. As a Financial Counselor, you will work closely with patients and a multidisciplinary team to deliver compassionate care and a seamless financial experience. We are seeking a Financial Counselor to join our dedicated team at Pinnacle Fertility – Oregon. This is a full-time, remote position working Monday through Friday from 8:00 AM–5:00 PM Pacific Standard Time (PST).

Requirements

High school diploma required.
1–3 years of experience in a patient-facing front desk, insurance verification, or customer service.
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.

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.