Progenesis - Financial Counselor

Role Overview:

As a Financial Counsellor, you will be responsible for counselling patients on IVF treatment plans, managing center-level operations, ensuring adherence to clinical protocols, and overseeing the financial processes related to patient services.

Key Responsibilities:

Financial Counselling & Conversion:

- Counsel patients and family members about IVF treatment options and related packages.

- Clearly explain financial aspects, pricing structures, and EMI plans.

- Drive patient conversions by explaining treatment value and outcomes.

- Handle all consents and document explanations related to financial agreements.

Center Operations & Administration:

- Oversee day-to-day clinical and administrative operations at the centre.

- Ensure all activities adhere to SOPs, compliance standards, and clinic quality benchmarks.

- Monitor front office, support staff, counsellors, and tele-sales teams.

- Coordinate with doctors, lab, and nursing teams to ensure seamless patient experiences.

- Manage centre expenses, billing, inventory, and ensure cost-effective operations.

Team Supervision & Training:

- Lead and mentor the counselling, front office, and financial support team.

- Conduct regular performance reviews, team huddles, and training sessions.

- Ensure proper documentation, timely reporting, and feedback handling.

Reporting & Analysis:

- Track patient inflow, conversions, revenue performance, and centre targets.

- Generate and submit daily/weekly/monthly operational and financial reports to management.

Preferred Skills:

- Strong interpersonal and communication skills.

- Patient-centric attitude with emotional intelligence.

- Proven leadership and team management ability.

- Good understanding of fertility treatment workflows and financial structuring.

- Proficient in using MS Office, CRM tools, and EMR software

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