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Posted Apr 10, 2026

[Remote] Financial Counselor

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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 and comprehensive service providers nationwide. 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. 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 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) Benefits - Comprehensive healthcare - Dental - Vision - Life insurance - Generous paid time off (PTO) - Paid holidays - 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/.