Financial Counselor

Pinnacle Fertility • Portland, OR

13d • Hybrid

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). Candidates residing in the state of Oregon must be able to work onsite at our Downtown Portland location.

Requirements

• 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).

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.

Benefits

• Comprehensive healthcare, dental, vision, and life insurance.
• Generous paid time off (PTO).
• Paid holidays.
• Retirement savings program.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED