Billing Clerk Job Description: Top Duties and Qualifications

Last updated: June 22, 2022

A Billing Clerk, or Invoicing Clerk, is responsible for creating financial documents like credit memos and invoices for customers to receive. Their duties include processing bills from clients or customers, overseeing the review of monthly balances across departments and maintaining organized financial records of invoices and other documents.

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Billing Clerk duties and responsibilities

The most important duties for the Billing Clerk job should be included as a list following a brief sentence or two about the importance in your organization. This lets candidates quickly determine their level of interest with the company. 

The duties and responsibilities of the Billing Clerk with our practice involve a range of tasks. As a key part of our team, duties include:

  • Answering phones, responding to patient requests or transferring to the necessary department
  • Processing medical bills by sending them to patients and insurance providers as necessary
  • Accurate logging of payments received from providers and patients while maintaining current records and balances
  • Maintain current records including billing addresses, contacting patients as needed
  • Collecting co-payments or other fees upon admittance
  • Help patients understand billing and charges for which they are responsible
  • Follow up on delinquent payments and resubmit billing as needed
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Billing Clerk Job Description Examples

What does a Billing Clerk do?

Billing Clerks typically work for a variety of corporations across industries, including retail, food service, healthcare, entertainment and manufacturing. They work closely with the accounting or finance departments to ensure that their company receives necessary payments and sends out checks to pay for services on time. Their job is to identify outstanding client debts and create invoices accordingly. They also review receipts and other data to create a collection of figures to contribute to a client’s final invoice document. They may also compare invoices with shipment logs to ensure that their company receives the correct amount of products for the amount they paid.

Billing Clerk skills and qualifications

To ensure that you receive the most possible qualified candidates while eliminating those who are not, include a few clear necessary skills for success in the job role. 

A successful Billing Clerk candidate will have certain skills and qualifications needed to carry out their daily duties. These may include:

  • Ability to multitask
  • Great written and verbal communication skills
  • Highly organized with great time-management skills
  • Accurate 10-key abilities
  • Strong customer service skills
  • Works efficiently in a fast-paced environment

Billing Clerk salary expectations

A Billing Clerk makes an average of $15.11 per hour. This pay rate may vary depending on the applicant’s education, experience and geographical location.

Billing Clerk education and training requirements

Although we are willing to train the right person, we would prefer someone with experience or formal training for the Billing Clerk position with our company. The ideal candidate will have some education related to accounts receivables or office management, but the minimum educational requirements for this job include a high school diploma or GED. An associate’s degree in medical billing and coding would be a big plus.

Billing Clerk experience requirements

Some otherwise qualified candidates lacking direct experience in your industry may still qualify because the experience will translate to your operation. Try to include such experience here so you do not limit your pool of applicants any more than necessary. Some experience related to the job of a Billing Clerk which we would consider in lieu of direct experience includes office management, collections, working in payroll or even experience as a warranty and claims clerk.

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Frequently asked questions about Billing Clerks

 

What are the different types of Billing Clerks?

There are a few different types of Billing Clerks, depending on the industry they work in. Here are some examples of the kinds of Billing Clerks:

  • Insurance Clerk: This type of Billing Clerk works for insurance companies to accept a policyholder’s insurance claims and calculate the amount owed to them to account for what they lost.
  • Gaming Clerks: These professionals work for casinos and other institutions to review customer earnings, distribute checks or cash to customers and coordinate the sale of tokens to participate in organized gambling activities.
  • Payroll Clerks: This type of Billing Clerk works within businesses to calculate employee pay based on their work schedule and other factors related to benefits. They calculate their earnings and write checks for upcoming pay periods.
  • Purchasing Clerks: These professionals work in manufacturing to ensure that their review invoices and monitor the status of orders (e.g. paid, unpaid, delivered, undelivered).
  • Brokerage Clerks: Brokerage Clerks work for investment or brokerage firms to organize investor documents and process checks for stocks, bonds and other types of loans.

 

What are the daily duties of a Billing Clerk?

On a typical day, a Billing Clerk starts by reviewing any new financial statements, invoices, checks and other documents. They scan paper documents to organize them into electronic filing folders and create a to-do list to achieve by the end of the workday. Throughout the day, they refer to other professionals in the accounting of finance departments to identify calculation errors and ask questions. They review accounts receivable documents to identify payment needs from customers or clients. 

They send reminder emails to customers or paper documents that outline the amount and date due. They also calculate bills for clients and check over their work to ensure accuracy.

 

What qualities make a good Billing Clerk?

A good Billing Clerk is someone who has a devotion to accuracy. This enables them to check and recheck their calculations before finalizing invoices and other forms for clients. Billing Clerks should also have an investigative mindset. This helps them find the causes of discrepancies and make corrections accordingly. Further, a good Billing Clerk has excellent verbal and written communication which allows them to ask questions and make suggestions to clients and coworkers alike. A good Billing Clerk should also have a strong understanding of financial business practices, documents and accounts to perform their job duties well.

 

Who does a Billing Clerk report to?

A Billing Clerk typically reports to the Accounts Payable Manager, Accounting Manager or Finance Director within a company. They report to them to ask questions and receive specific billing tasks.

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