Senior Fertility Financial Concierge

Peak Fertility is Hiring! Senior Financial Concierge (Plano)

Step into a close partnership with our Billing Manager, acting as primary support within the role while continuing to grow in scope and responsibility over time. We're a proudly female-owned and operated boutique-style fertility clinic looking for someone who thrives in a collaborative, patient focused environment to join our close-knit team.

✨ Our Ideal Candidate..

Enjoys helping others understand complex information in a simple, reassuring way

You take pride in keeping things accurate, organized, and followed through from start to finish.

You excel in having transparent, supportive conversations around treatment costs and financial responsibility and are confident navigating insurance nuances.

This person would love opportunities to join in on team photo/video activities to raise infertility awareness on social media! https://www.instagram.com/peakfertility/

*Cover letters are required with resume and include 2-3 professional references

Responsibilities Include:

Patient Financial Counseling & Accounts

• Provide clear, easy-to-understand cost estimates for services including ovulation induction, IUI, IVF and egg freezing, tailored to each patient’s situation
• Answer staff and patient financial questions with confidence while remaining warm, flexible, and solutions-oriented
• Assist with coding and updating patient encounters to ensure accurate billing through the patient journey
• Calculate payments, counsel patients and collect treatment costs and pre-payment deposits prior to treatment start
• Audit patient accounts, identify billing trends in partnership with the Billing Manager and Practice Administrator
• Explain insurance coverage, limitations, and out-of-network considerations
• Maintain accurate financial documentation and patient account notes
• Collect balances and process refunds

Secondary Responsibilities (Part of the daily workflow):

• Assist with prior authorizations as needed, working closely with our insurance verification team
• Light posting of insurance payments
• Document key benefit details including deductible, co-insurance, and out-of-pocket maximum
• Identify services that may be self-pay or not covered
• Process payments
• Communicate with patients about appointment costs, insurance benefits, and next steps
• Answer online patient inquiries and assist with daily office tasks
• Assist with verifying insurance eligibility and benefits by phone and payer portals as needed
• Keep patient demographic and insurance records accurate in our EMR
• Collaborate with team members to support patient care and financial coordination
• Maintain professionalism and discretion in a compassionate healthcare environment
• Participate in team initiatives to improve workflow and elevate the patient experience

Schedule & Compensation:

Full-time, in-person at our Plano location (Monday–Friday, flexible between 8am-4:30pm and 9:30am-6pm shifts)

Pay: $22–$28 per hour depending on experience. We’re happy to review and discuss compensation further during the interview process.

Benefits:

• Health, dental, and vision insurance
• 80-120 hours of paid time off (accrues per hour worked)
• 8 company-paid holidays!
• 401K matching after one year

Learn more about our mission and team at: https://www.peakfertility.com

Job Type: Full-time

Pay: $22.00 - $28.00 per hour

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person