Medical Financial Counselor

Our Medical Financial Counselor is responsible for ensuring correct processing of all patient accounts and coordinating all facets for patient accounts, credits and collection of Accounts Receivable. This role ensures duties are completed accurately and timely while acting as a team player for optimum office flow and excellent patient account care. The Financial Counselor may be responsible for verifying insurance and providing financial counseling to assist with self-pay accounts, as well as billing and collection of insurance and self-pay accounts. The Financial Counselor works in a collaborative relationship with the financial team as well as with other departments and employees. Everything we do at PFC is guided by our

Mission Statement:

"As a unified team, guided by the highest ethical standards, we provide our patients with the best quality, individualized, compassionate fertility care."

Hours:

Monday - Friday 7:30am - 4:00pm

Key Responsibilities:

Provide clear, compassionate financial counseling to prospective and current patients to support retention and access to care. Build ongoing relationships with patients, offering financial guidance throughout the treatment process. Explain fees, insurance benefits, and available financial options in person or by phone. Assist patients with insurance verification, authorizations, pre-determinations, and related paperwork. Serve as a liaison between patients, internal departments, and insurance carriers to resolve account questions. Set up payment plans according to guidelines, including contracts and required documentation. Collect and process patient payments and refunds accurately and in a timely manner. Support patients with applications for third-party financing and financial assistance programs. Address unpaid balances, verify account accuracy, and assist with refunds when needed. Maintain accurate documentation, follow-up notes, and required tracking tools or spreadsheets. Provide clear, compassionate financial counseling to prospective and current patients to support retention and access to care. Build ongoing relationships with patients, offering financial guidance throughout the treatment process. Explain fees, insurance benefits, and available financial options in person or by phone. Assist patients with insurance verification, authorizations, pre-determinations, and related paperwork. Serve as a liaison between patients, internal departments, and insurance carriers to resolve account questions. Set up payment plans according to guidelines, including contracts and required documentation. Collect and process patient payments and refunds accurately and in a timely manner. Support patients with applications for third-party financing and financial assistance programs. Address unpaid balances, verify account accuracy, and assist with refunds when needed. Maintain accurate documentation, follow-up notes, and required tracking tools or spreadsheets. Education /

Experience:

High School diploma or GED is required; Associate's or Bachelor's degree preferred Minimum of 2 years' experience offering financial counseling in a health care related field required

Pay:

between $25-$28 per hour depending on experience. Why You'll Love Working Here -

Our Amazing Benefits:

Comprehensive Health Coverage:

Medical, dental, and vision plans for our full-time employees, along with complimentary basic life insurance, Employee Assistance Program, and long-term disability insurance. FREE employee only healthcare coverage option is also available.

Family Building Support:

Take advantage of our comprehensive fertility benefits, adoption assistance, and surrogacy support to help grow your family.

Paid Parental Leave:

Generous maternity, paternity, and partner leave so you can focus on what matters most.

Plenty of Paid Time Off:

Start with 18 days of PTO annually and enjoy 11 paid holidays, including one floating holiday to use as you choose!

Retirement Ready:

Invest in your future with our 401(k) plan, featuring a competitive company match and full vesting after just 2 years.

Lifestyle Spending Account:

Access a company-funded account to reimburse expenses that boost your physical, financial, and emotional well-being. Health Savings Account (HSA): If eligible, enjoy regular employer contributions to your HSA with every paycheck. Rewards for

Connections:

Earn extra money with our Employee Referral Program —your network is invaluable!

Growth Opportunities:

We support your career with continuing education reimbursement and dedicated time off for professional development.

Premium Calm Health Subscription:

Enjoy a free premium Calm Health app subscription to support your mental wellness.

Emotional & Work-Life Support:

Through our Employee Assistance Program (EAP) with SupportLinc, you'll have access to emotional well-being and work-life resources whenever you need them.

Extra Peace of Mind:

Explore additional coverage options including Accident, Critical Illness, Hospital Indemnity, and Pet Insurance, to suit your needs.

We also offer:

Subsidized on-site parking or commuter reimbursements The clinic is located along the Embarcadero, near Fisherman's Wharf, with a complimentary shuttle to/from the Montgomery BART station. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.