Financial Services Representative

First Fertility•Danbury, CT

23h•Onsite

About The Position

The Financial Services Representative (FSR) plays a critical role in supporting patients through the financial aspects of fertility care. This position is responsible for insurance verification, financial counseling, treatment cost estimates, and payment coordination for fertility services, including diagnostic testing and treatment. The FSR serves as a knowledgeable, compassionate resource for patients navigating complex coverage and payment options.

Requirements

High school diploma or equivalent
Minimum of 2 years’ experience in medical billing, insurance verification, or financial counseling
Strong understanding of insurance plans, benefits, and prior authorization processes
Excellent communication, organizational, and customer service skills
Compassionate and patient-centered approach
Ability to explain complex financial and insurance information clearly
Strong attention to detail and accuracy
Ability to manage multiple priorities in a fast-paced clinical environment
Professionalism and discretion when handling sensitive information

Nice To Haves

Experience in infertility, reproductive endocrinology, OB/GYN, or specialty medical practice
Familiarity with ART procedures and fertility benefit structures
Experience with EMR and practice management systems
Associate’s or Bachelor’s degree in healthcare administration, business, or related field

Responsibilities

Provide clear, empathetic financial counseling to patients regarding fertility treatment costs, insurance benefits, and out-of-pocket responsibilities
Review treatment plans with patients and explain financial obligations prior to the start of care
Assist patients with understanding coverage for diagnostic services, infertility treatments, IVF, IUI, fertility preservation, and related medications
Verify insurance eligibility and benefits for infertility and reproductive services
Obtain prior authorizations and referrals as required
Communicate with insurance carriers to resolve benefit questions, denials, and coverage discrepancies
Generate accurate treatment estimates/consents and collect payments according to clinic policy coordinating with third-party financing programs as needed to facilitate patient payment arrangements
Ensure financial clearance prior to services/treatment start dates
Completes verification of superbills in a timely manner monitoring accounts for accuracy and completeness
Work closely with physicians, nursing staff, and clinical coordinators to align financial and clinical workflows
Maintain accurate and timely documentation in the electronic medical record (EMR) and billing systems
Support compliance with clinic policies, payer requirements, and HIPAA regulations
Serve as a patient advocate by addressing financial concerns with professionalism, discretion, and sensitivity
Respond promptly to patient inquiries via phone, email, and in person
Contribute to a positive patient experience during what can be a highly emotional treatment journey