Financial Counselor

Job Description

Job Description

About Us

Pinnacle Fertility is a leader in physician-centric fertility care, supporting high-performing fertility clinics and comprehensive service providers nationwide. Guided by our mission of fulfilling dreams by building families, Pinnacle offers compassionate care, innovative technology, and comprehensive fertility treatment services to provide patients with a seamless and personalized journey to parenthood. Learn more at

About the Role

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 at Pinnacle Fertility – New York . This is a full-time, onsite role with opportunities in Manhattan and Brooklyn . The schedule is Monday through Friday , and candidates must be flexible to work either 8:00 AM – 4:30 PM or 8:30 AM – 5:00 PM .

Key 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. 

Position Requirements

• Education & Experience: 
  • High school diploma required. 
  • 1–3 years of experience in a patient-facing front desk, insurance verification, or customer service.
• Skills:
  • 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.

Compensation & Benefits:

• Hourly Rate: $22.00 - $26.00 (Final offer based on experience, skills, and qualifications.)
• Benefits: Comprehensive healthcare, dental, vision, and life insurance. Additional perks include generous paid time off (PTO), paid holidays, and a retirement savings program. Detailed information on salary and benefits will be discussed during the interview process.

Diversity & Inclusivity at Pinnacle Fertility

At Pinnacle Fertility, we are committed to fostering a diverse, inclusive, and welcoming workplace. We are proud to be an equal opportunity employer and encourage applicants of all backgrounds, abilities, and life experiences to apply.