Position Summary
The Financial Counselor will guide patients through insurance coverage, billing procedures, and available financial assistance options. You will act as a key liaison between patients, healthcare providers, and insurance companies to ensure transparency and resolution in all financial matters related to fertility care.
Key Responsibilities
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Educate patients on insurance benefits, limitations, and expected out-of-pocket expenses
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Interpret and review medical bills, insurance claims, and financial documents for accuracy
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Coordinate with providers and insurers to resolve payment issues and disputes
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Assess eligibility for financial assistance and assist with applications
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Explain billing codes, insurance terminology, and payment obligations to patients
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Maintain comprehensive and accurate financial records for each patient
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Stay current with changes in healthcare insurance policies and billing procedures
Must-Have Qualifications
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Prior healthcare experience (clinic, hospital, or medical office)
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General knowledge of insurance plans and terminology
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Insurance claims and billing experience
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Strong customer service skills – both written and verbal
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Analytical and problem-solving skills with excellent attention to detail
Nice to Have
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Experience at a fertility or IVF clinic
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Bilingual (Spanish preferred)
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Proficiency in Microsoft Excel
Automatic Disqualification
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Applicants seeking remote-only or part-time roles will not be considered
Qualifications
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Bachelor’s degree in healthcare administration, Finance, Business, or equivalent experience
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Knowledge of medical billing systems, insurance procedures, and patient finance
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Ability to manage confidential information with professionalism and discretion
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Empathy, integrity, and a patient-first mindset
Why Join Us?
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Opportunity to make a meaningful impact in patients’ lives
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Collaborative and supportive clinical team
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Competitive compensation and growth potential
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Work with a nationally recognized fertility practice
