Financial Counselor - Fertility Services

Inception Family Career•Houston, TX

23h

About The Position

As a Financial Counselor, you will play a key role in supporting patients by helping manage their accounts with care and accuracy. This involves verifying insurance, guiding patients through their financial options, and assisting with both insurance and self-pay billing and collections. The role is part of a collaborative, team-oriented environment where clear communication and attention to detail are essential. You will work closely with the financial team and other departments to ensure a smooth office flow and a positive experience for every patient. The Financial Counselor provides compassionate and knowledgeable financial guidance throughout the patient's treatment journey, focusing on patient retention, creative problem-solving, and building ongoing relationships to help patients navigate financial aspects of care with confidence. With an emphasis on empathy and accuracy, the Financial Counselor ensures each patient receives the necessary support.

Requirements

Demonstrated knowledge of third-party and insurance company operating procedures, regulations and billing requirements
Experience with Microsoft Office suite and Electronic Medical Record (EMR) system
Ability to effectively establish and maintain cooperative and effective working relationships
Effectively prioritize competing responsibilities, with a sensitivity toward matters which are time sensitive
Exercise a high level of discretion and sensitivity to patient privacy
Ability to recognize, evaluate, solve problems and correct errors
High School diploma or equivalent is required
Minimum of 2 years' experience offering financial counseling in a health care related field

Nice To Haves

Associate's or Bachelor’s degree preferred

Responsibilities

Verifying insurance
Guiding patients through their financial options
Assisting with both insurance and self-pay billing and collections
Explaining fees and financial plan options
Setting up and managing payment plans
Assisting with insurance benefit verification and authorizations
Helping patients complete insurance and financial assistance applications
Serving as a liaison between patients, internal departments, and insurance carriers
Ensuring clear communication and prompt resolution of account-related questions
Collecting and processing payments
Issuing refunds
Maintaining accurate documentation and spreadsheets
Ensuring all processes align with departmental guidelines

Benefits

Comprehensive Health Coverage: Medical, dental, and vision plans for our full-time employees
Complimentary basic life insurance
Employee Assistance Program
Long-term disability insurance
FREE employee only healthcare coverage option
Comprehensive fertility benefits
Adoption assistance
Surrogacy support
Generous maternity, paternity, and partner leave
18 days of PTO annually
11 paid holidays, including one floating holiday
401(k) plan, featuring a competitive company match and full vesting after just 2 years
Lifestyle Spending Account (company-funded account to reimburse expenses that boost physical, financial, and emotional well-being)
Health Savings Account (HSA) (regular employer contributions with every paycheck, if eligible)
Employee Referral Program
Continuing education reimbursement
Dedicated time off for professional development
Premium Calm Health app subscription (free)
Emotional & Work-Life Support (through EAP with SupportLinc)
Additional coverage options including Accident, Critical Illness, Hospital Indemnity, and Pet Insurance