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Title

Financial Counselor 

Position Financial Counselor, SRM  
Req Number HEA-24-00061  
Full-Time/Part-Time Full-Time  
Exempt/Non-Exempt Non-Exempt  
Category Healthcare  
Division SRM Management Services, LLC  
Shift Days  
Salary Range $21.00-$31.00 per hour DOE  
Location SRM Seattle  
Close Date  
Description

SRM has twelve leading fellowship-trained Infertility and Reproductive Endocrinology specialists with expertise in infertility testing, treatment, male infertility (two on-site urologists), IVF, donor egg, donor sperm, artificial insemination, egg freezing etc. Additional services include acupuncture, counseling, infertility support group, genetics, tubal reversal, vasectomy reversal and fertility assessments for women concerned about reproductive aging. We currently have six locations in: Seattle, Tacoma, Bellevue, Kirkland, Everett and Spokane.

Summery:

This position is responsible and accountable for all aspects of patient service with regard to reimbursement issues and SRM Management Services, LLC financial products. This includes, but is not limited to, collection and preparation of deposits and payments, referral intake and authorization processing.

We are seeking a Financial Counselor that will work remotely. This will be a full-time, full-benefits, 40 hours a week position. Must be available Monday-Friday 8:00AM-4:30PM (PST) or 8:30AM-5PM (PST) based on your preference. No weekends or holidays required.

 

Responsibilities:

  • Maintains patient accounts by obtaining, recording, and updating personal, financial and insurance information.
  • Provide courteous and professional customer service to patients, coworkers and management.
  • Document accounts appropriately
  • Cover other Financial Counselors when they are out of the office.
  • Responsible for obtaining and entering referrals, authorizations and predeterminations on behalf of the patient into the system.
  • Obtains accurate benefits/eligibility information for the patient.
  • Determines and obtains deposits for procedures.
  • Review financial history prior to cycle start and at checkout and collects outstanding balances.
  • Inform payments and collections team when account has outstanding insurance balances (greater than 60 days).
  • Large unresolved balances should be reviewed with Supervisor and Physician prior to patient starting new cycle.
  • Prepare and balance charge entry batch for submission to Data Entry Specialist daily.
  • Obtains necessary waivers for those patients who choose not to use his/her benefit or do not have proper authorization for treatment.
  • Review loan programs with patients without insurance benefits or patients that are required to pay deposits.
  • Patient liaison to resolve billing issues. Works with billing and payments team to resolve patient billing issues.
  • Communicates effectively with patients, coworkers, and supervisors.
  • Able to work within a team setting (i.e. assisting team members and sharing knowledge)
  • Effectively works with assigned insurance carrier(s) to resolve referral, authorization and predetermine issues.
  • Responsible for reviewing and interpreting patient accounts.
  • Maintains operations by following policies and procedures; studying existing and new credit and insurance
  • information legislation; enforcing adherence to requirements; advising management on needed actions and/or changes.
  • Supports Finance Department by effecting daily and monthly close.
  • Contributes to team effort by maintaining an excellent rapport and working relationship with reception/checkout desk and supporting front desk activity as needed; cooperating with other departments within the Center.
  • Works effectively with the clinical team to determine and communicate correct financial obligations to the patients.
  • Other duties as assigned.
 
Position Requirements
  • High School Diploma acceptable with appropriate hands-on experience.
  • Associate Degree in accounting or business is preferred.
  • Minimum 2 years’ experience in a medical office working within patient accounts.
  • Ability to access, input, and retrieve information from a computer. Medical software program experience preferred.
  • Knowledge of office procedure and office machines (i.e. computer, fax, copier, etc.).
  • Ability to demonstrate good judgment.
  • Ability to communicate accurately and concisely.
  • Ability to remain calm and poised under stress.
  • Excellent interpersonal skills.

 

Benefits

  • Competitive compensation and comprehensive benefits package, including healthcare, dental, life, and vision plans
  • Financial wellness options, such as Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA)
  • Voluntary Short-Term Disability (STD) and Long-Term Disability (LTD) coverage
  • Basic Life and Accidental Death and Dismemberment (AD&D) insurance
  • Generous paid time off (PTO) policy
  • Paid holidays
  • 401k match program

 

Diversity & Inclusivity

At our company, we serve everyone, regardless of gender, sexual orientation, race, ethnicity, or religion. Just as we acknowledge and value the diversity of our patients, we also actively celebrate diversity within our organization. We are an equal opportunity employer, and we are committed to a safe and inclusive work environment for all. We recognize that diversity among our team allows us to not only more effectively serve our patients, but also to advance innovation and opportunity within our field. We encourage qualified applicants of every background, ability, and life experience to apply to our employment opportunities.

 
About the Organization Fulfilling Dreams By Building Families.



Pinnacle Fertility is the nation's fastest-growing physician-centric fertility care platform, supporting more than 25 high performing fertility clinics and comprehensive fertility service providers nationwide. Under a united mission of fulfilling dreams by building families, Pinnacle clinics offer innovative technology and processes, compassionate patient care, and comprehensive fertility treatment services, ensuring families receive a high touch experience on their path to parenthood.



Pinnacle's platform provides non-clinical business services through a collaborative approach that provides clinics the ability to maximize their business operations. In addition, through advanced technologies, clinics can scale for growth while focusing on improving outcomes for patients as well as creating a healthy and inclusive environment for team members.  
EOE Statement At our company, we serve everyone, regardless of gender, sexual orientation, race, ethnicity, or religion. Just as we acknowledge and value the diversity of our patients, we also actively celebrate diversity within our organization. We are an equal opportunity employer, and we are committed to a safe and inclusive work environment for all. We recognize that diversity among our team allows us to not only more effectively serve our patients, but also to advance innovation and opportunity within our field. We encourage qualified applicants of every background, ability, and life experience to apply to our employment opportunities.  

This position is currently accepting applications.

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