Patient Financial Counselor
CCRM Fertility
Job Description
Job Description
CCRM Fertility, a leader in fertility care with over 35 locations nationwide, is excited to announce the opening of a brand-new clinic. We are looking for passionate and driven individuals to help shape the future of fertility care in our community. This is a unique chance to be part of a dynamic, growing team where your contributions will have a direct impact on the clinic's success and the lives of the families we support. If you're eager to be part of an innovative and compassionate healthcare environment, we’d love to hear from you!
Come join CCRM Fertility, a global pioneer in fertility treatment, research, science, specializing in IVF, fertility testing, egg freezing, preimplantation genetic testing, third party reproduction and egg donation. As a member of CCRM Fertility’s diverse team of professionals, you will be a part of helping families grow and changing lives. We take pride in providing our employees with meaningful employment, a supportive culture, and a well-balanced personal & work life alignment. For more information, visit
What We Offer Our Team Members:
- Generous Paid time-off (PTO) and paid holidays
- Medical, Dental, and Vision Insurance
- Health benefits eligible the first day of the month following your start date.
- 401(k) Plan with Company Match (first of the month following 2 months of service)
- Basic & Supplement Life Insurance
- Employee Assistance Program (EAP)
- Short-Term Disability
- Flexible spending including Dependent Care and Commuter benefits.
- Health Savings Account
- CCRM Paid Family Medical Leave (eligible after 1 year)
- Supplemental Options (Critical Illness, Hospital Indemnity, Accident)
- Professional Development, Job Training, and Cross Training Opportunities
- Bonus Potential
- Potential for Over-time Pay (Time and a half)
- Holiday Differential Pay (Time and a half)
- Weekend Shift Differential Pay ($4.00 per hour)
How You Will Make an Impact: The Patient Financial Counselor plays a vital role in in managing the financial aspects of patient care and services. Their impact extends across various areas, contributing to the overall efficiency, patient satisfaction, and financial health of CCRM Fertility. Their efforts contribute to an efficient revenue cycle, increased patient satisfaction, and improved financial outcomes, ultimately enhancing the overall patient experience.
What You Will Do: The Patient Financial Representative coordinates the financial aspects of a patient’s while fostering a positive and memorable patient experience. This role educates patients on financial services and the steps/timeline to receive payment from the patient(s) insurance and must be accessible to patients to serve as a resource for all financial matters regarding their care. The Patient Financial Representative reports to the Business Office Manager.
- Insurance verifications for all patients prior to the New Patient appointment and treatment cycle.
- Verify insurance benefits have been entered in the practice management system and track any insurance changes that occur during their course of care.
- Collect payments from patients prior to the scheduled service.
- Ensure valid insurance information is available in the patient’s chart.
- Serve as the patient’s primary point of contact for financial matters and ensure the patient knows the Patient Financial Services guidelines and policies during the course of care.
- Address insurance coverage discrepancies (following verification) with the patient and serve as an advocate for patients experiencing difficulty with the insurance process.
- Identify and perform pre-certification(s) required by the patient’s insurance for general medical service, infertility diagnostic service, infertility treatment service, obstetrical care service, etc.
- Determine and communicate patient financial responsibility based on pre-certification, prior to any procedures and obtain written pre-authorization documentation.
- Identify patients eligible to proceed with ART care, provide ART Financial Consult, and obtain payments prior to care, in accordance with Care Center guidelines.
- Serve as a resource to Care Teams regarding insurance coverage limitations on a patient’s care plan.
- Other duties assigned.
What You Bring:
- High School Diploma or GED required.
- 1+ year medical billing experience preferred.
- Previous experience in reproductive medicine or Women’s health preferred.
- Prior experience with Athena preferred.
- Occasionally availability to work weekends and holidays, on a rotating basis.
Working Conditions: The physical demands described here are representative of those which should be met, with or without reasonable accommodation (IAW ADA Guidelines), by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate with others, frequently required to sit at a desk, work on a computer, and spend prolonged periods preparing and analyzing data and figures. Will occasionally stand and/or walk; use hands and fingers to grasp, pick, pinch, type; and reach with hands and arms. Employees are required to have close visual acuity to perform an activity such as viewing a computer terminal; extensive reading; operation of standard office machines and equipment (computer, telephone, photocopier, and scanner).
CCRM’s Compensation: The salary range represents the national average compensation for this position. The base salary offered will vary based on location, experience, skills, and knowledge. The pay range does not reflect the total compensation package. Our rewards may include an annual bonus, flexible work arrangements, and many other region-specific benefits.
Pre-Employment Requirements: All offers of employment are conditional upon the successful completion of CCRM Fertility’s onboarding process, including verification of eligibility and authorization to work in the United States. This employer participates in the E-Verify Program in order to verify the identity and work authorization of all newly hired employees.
Equal Employment/Anti-Discrimination : We are an equal-opportunity employer. In all aspects of employment, including the decision to hire, promote, discipline, or discharge, the choice will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
$42.52 - $53.8 per hour
...Financial Counselor El Camino Health is committed to hiring, retaining and growing the best and brightest professionals who will carry our... ...Financial Counselor is responsible for the daily review of Patient Registrations to ensure all authorizations, benefit information...SuggestedWork at officeShift work- El Camino Health seeks a Financial Counselor in Mountain View, California, responsible for reviewing patient registrations and communicating expenses prior to services. You will assist in payment arrangements and ensure clear communication regarding healthcare costs. The...Suggested
$19.81 - $28.3 per hour
...analysts to advance our mission. As a not‑for‑profit, we support patient care, research, teaching, and community service, striving to... ...accuracy, while compassionately explaining to the patients their financial obligations during the financial counseling session. In...SuggestedHourly payWork at officeRemote workShift work- 0100 Mass General Brigham Incorporated in Belmont is seeking a Financial Counselor responsible for guiding patients on financial obligations and assisting with financial assistance programs. Ideal candidates have experience in medical office and financial counseling, demonstrating...SuggestedWork at officeRemote work
- A leading eyewear retailer in California seeks an EyeCare Advisor to deliver exceptional customer experiences. Responsibilities include providing high-quality optometric care, assisting customers with frame and lens selection, and ensuring efficient operations at the point...Suggested
$100k - $250k
...We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing a practice while providing a very high level of coordinated advice and service to their clients. Our Financial Advisors must be proficient...- ...Merrill Experienced Financial Advisor Locations: Honolulu, Hawaii; North Bethesda, Maryland; Los Angeles, California; New York, New... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Possess excellent communication skills, both written...Shift workDay shift
$60k - $75k
...Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity...Work at officeWork from home- ...Job Description: Responsibilities Include: -Gather financial planning data and assist in plan production for acquired clients. -Conduct client meetings (reviews and deliverables) with all clients to generate NB implementation per client service policy. -Conduct...
$85k - $145k
...organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our...Temporary workWork at officeLocal areaRemote workMonday to Friday$106k - $150k
...relationships with High Net Worth clients. The advisor will utilize a planning-based approach to understand client needs and deliver tailored financial solutions. Candidates should possess a Bachelor’s Degree and relevant experience in Financial Services or a High School diploma...$106k - $150k
...Overview Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted...Temporary workLocal area- BCG Attorney Search is seeking a Global Finance Mid-Level Associate for its team in Palo Alto, CA. The role requires a minimum of three years of experience in executing complex finance transactions and credit arrangements, along with admission to practice law in the jurisdiction...
$260k - $365k
...venture lending transactions, leveraged buyouts, offerings of convertible, high-yield, and investment-grade notes, and other structured financial instruments. Be a part of our fast-paced, collegial, and team-oriented practice. Candidates must have superior academic...Temporary workWork at officeWork from homeFlexible hours$310k - $365k
Finance Associate DLA Piper is seeking a Finance associate to join its Venture & Growth subgroup in any of our New York or California offices (New York, Los Angeles, Palo Alto, San Francisco, and San Diego). Candidates should have a minimum of four years of lender-side...Work at officeWork from home- We are seeking associates mid-senior level associates with sponsor or lender side finance experience. The ideal candidate will have experience at a peer firm representing lenders (investment and commercial banks, business development companies or other providers of debt...
$58.44k - $93.5k
...Position Overview Title: Personal Financial Counselor, Moffett Federal Airfield, CA; Grade24. Responsibilities Provide personal financial counseling services to military service members and their families at military installations. Conduct one‑on‑one counseling, briefings...Contract workTemporary workWork at office- ...Magellan Federal is seeking a Personal Financial Counselor to provide financial services at military installations in California. The role includes delivering personal financial counseling directly to service members and their families, developing informative materials...
$110k - $130k
...Role: Senior Financial Analyst Location: Menlo Park, CA Compensation Range: $110,000 - $130,000 About The Job: In this dynamic role, you’ll collaborate with our FP&A team and project management leaders to drive financial strategy and execution. Your keen analysis will...Work at officeLocal areaRemote work- Job Overview A law firm seeks a Corporate Finance Associate with 3-5 years of experience in debt capital markets and/or commercial finance to join their team in Palo Alto, CA. The ideal candidate will have experience with borrower/issuer-side work and familiarity with ...Temporary workWork from homeFlexible hours
- BCG Attorney Search is seeking a Corporate Finance Associate in Palo Alto, CA. The role requires 3-5 years of experience in debt capital markets or commercial finance. Candidates should be able to engage in borrower/issuer-side work and handle credit facilities. The ideal...
- ...Job Description Job Description I VIRMA is seeking a full-time Patient Financial Coordinator to join our growing team in our Revenue Cycle department. You will be responsible for all aspects of a patients’ financial account including explaining financial information...Full timeWork at officeFlexible hours
$100.8k - $162.4k
...services to clients, with the potential to lead less complex client relationships. Advanced capability of all wealth, investment, and financial planning processes Begins to prepare and make recommendations for client financial plans and investments and portfolio allocations...Permanent employmentTemporary workWork at officeFlexible hours$100.8k - $162.4k
...clients, with the potential to lead less complex client relationships. Develop advanced capability across all wealth, investment, and financial planning processes. Prepare and make recommendations for client financial plans, investments, and portfolio allocations. Assist in...Permanent employmentTemporary workWork at officeFlexible hours- ...Charles Schwab Corporation is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. You will be responsible for developing client relationships based on trust and delivering an outstanding investor experience. Required qualifications...
- ...transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect...Flexible hours
$58.44k
...This position will provide personal financial services at assigned military installations. Primary responsibilities include the full... ...regarding trends and issues on the installations to which the counselor is assigned. Participates in regular in-services/training,...Contract workTemporary workWork experience placementWork at office- ...Financial Audit Consultant Engagement: 2 weeks • 8 hours/week Compensation: Competitive hourly rate Location: Palo Alto, CA The opportunity We are building an AI-native platform for financial statement audit - one where an AI agent reads an audit workpaper...Hourly pay
$155.8k - $214.25k
...company focused on guarding wellness and giving every person more time free from cancer. Founded in 2012, Guardant(R) is transforming patient care and accelerating new cancer therapies by providing critical insights into what drives disease through its advanced blood and...Work at officeWork from home$80k - $85k
...clients. The role works closely with Wealth Advisors to maintain and enhance client relationships and actively participate in the financial planning process. Hybrid Schedule – 3 days in office per week and 2 days remote, or as assigned by team leader. Primary Responsibilities...Work at officeRemote work3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Patient Financial Counselor. Be the first to apply!
- associate corporate finance Menlo Park, CA
- financial planner Menlo Park, CA
- estate planning consultant Menlo Park, CA
- financial counselor Menlo Park, CA
- financial advisor development program Menlo Park, CA
- financial planner cfp Menlo Park, CA
- financial consultant Menlo Park, CA
- financial associate Menlo Park, CA
- financial planning assistant Menlo Park, CA
- financial advisor associate Menlo Park, CA

