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[Remote] Financial Counselor

Remote, USA Full-time Posted 2026-07-05

Note: The job is a remote job and is open to candidates in USA. Pinnacle Fertility is a leader in physician-centric fertility care, supporting high-performing fertility clinics reputed company. The Financial Counselor plays a vital role in guiding patients through financial processes and ensuring they understand their financial obligations during their fertility journey.

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

Skills

  • High school diploma required
  • 1-3 years of experience in a patient-facing reputed company desk, insurance verification, or customer service
  • Minimum of 1 year of experience working in a fully remote reputed company
  • 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 reputed company to work regular hours reputed company with Pacific Standard Time (PST)

Benefits

  • Comprehensive reputed company, dental, reputed company, and life insurance.
  • Generous paid time off (PTO)
  • Paid holidays
  • A retirement savings program

Company Overview

  • Pinnacle Fertility is a physician-centric fertility care platform. It was founded in 2021, and is headquartered in Tampa, Florida, USA, with a workforce of 1001-5000 employees. Its website is https://www.pinnaclefertility.com/.
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