Financial Counselor

Pinnacle Fertility•Phoenix, AZ

21h

About The Position

The Financial Counselor supports patients through their fertility journey by guiding them through financial processes and ensuring they understand their financial obligations. The role works closely with patients and a multidisciplinary team to provide compassionate care and a seamless financial experience. This is a full-time position working Monday through Friday. Candidates must be flexible with their schedules and able to support operations across all U.S. time zones while working from their respective time zones. Candidates residing in Arizona must work onsite at the Scottsdale location.

Requirements

High school diploma.
1–3 years of experience in a patient-facing front desk, insurance verification, or customer service.
Expertise in financial counseling, billing, coding, and insurance.
Proficiency in claims, authorizations, and collections.
Strong multitasking, communication, and organizational skills.
Ability to discuss financial matters clearly and empathetically.
Flexibility to support operations across U.S. time zones while working from the candidate’s respective time zone.
Arizona-based candidates must be able to work onsite at the Scottsdale location.

Responsibilities

Maintain patient accounts by updating personal, financial, and insurance details.
Monitor billing and coding processes, ensuring accurate claim submissions and regulatory compliance.
Obtain and enter referrals, authorizations, and predeterminations.
Verify benefits and 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 who lack insurance benefits.
Serve as a liaison with the billing team to resolve billing issues.
Collaborate with the clinical team to communicate accurate financial obligations.
Assist with additional administrative tasks and projects as needed.