Patient Support Specialist – Financial Services

Pinnacle Fertility is a leader in physician-centric fertility care, supporting high-performing fertility clinics nationwide. The Patient Support Specialist - Financial Services role involves assisting patients with the financial aspects of their fertility treatments, ensuring they understand insurance coverage, financial responsibilities, and payment options while providing compassionate support. Responsibilities Maintain patient accounts by updating personal, financial, and insurance details Verify insurance benefits and eligibility and help determine patient financial responsibilities Obtain and enter referrals, authorizations, and predeterminations Review patient financial history, collect outstanding balances, and escalate unresolved issues as needed Support billing and coding processes to help ensure accurate claim submissions and compliance with applicable requirements Submit daily charge entries for processing Obtain waivers for patients without proper benefits or authorization Review available financing or loan program options with patients who do not have insurance benefits Serve as a liaison between patients, the billing team, and the clinical team to help resolve billing or financial questions Communicate with patients by phone, text, and portal message to provide timely, clear, and compassionate support Communicate financial obligations clearly, professionally, and empathetically Maintain accurate documentation of patient interactions, financial details, and account updates Assist with additional administrative tasks and projects as assigned Skills High school diploma or equivalent required Previous experience in customer service, front desk support, call center, healthcare administration, insurance verification, billing, collections, or another patient-facing role preferred Warm, personable, and confident communication style with the ability to build trust with patients Strong customer experience mindset with a genuine desire to help people feel informed, supported, and cared for Comfortable engaging with patients by phone, text, and portal message Strong customer service skills and a compassionate, patient-focused approach Excellent communication, organizational, and problem-solving skills High attention to detail and ability to follow processes accurately Ability to learn healthcare systems, insurance terminology, billing workflows, and financial counseling processes Comfortable discussing financial matters with patients in a clear, professional, and empathetic manner Ability to manage multiple priorities in a fast-paced environment Comfort using computers, learning new systems, and documenting information accurately Ability to work independently in a remote environment after successful completion of onsite training Must be able to attend approximately 6-8 weeks of onsite training The role requires flexibility in supporting multiple U.S. time zones Experience in fertility, healthcare, insurance, billing, or financial counseling is helpful but not required Benefits Comprehensive healthcare, dental, vision, and life insurance. Generous paid time off (PTO) Paid holidays A retirement savings program Company Overview Pinnacle Fertility is a physician-centric fertility care platform. It was founded in 2021, and is headquartered in Tampa, Florida, USA, with a workforce of 1001-5000 employees. Its website is https//www.pinnaclefertility.com/. Apply To This Job