Billing Specialist Job Description: Top Duties and Qualifications

Last updated: June 22, 2022

A Billing Specialist, or Billing Clerk, is responsible for overseeing the billing process for customers or patients. Their duties include processing payments on behalf of a customer or patient, maintaining organized financial records to aide reporting and calculating bill totals by looking through previous financial statements.

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Billing Specialist duties and responsibilities

Billing Specialists perform many accounting, customer service and organizational tasks to promote the financial health of their organization. These duties and responsibilities often include:

  • Searching each financial statement for any payment inconsistencies or errors
  • Collaborating with patients or customers, third party institutions and other team members to resolve billing inconsistencies and errors
  • Creating invoices and billing materials to be sent directly to a customer or patient
  • Inputting payment history, upcoming payment information or other financial data into an individual account
  • Finding financial solutions for patients or customers who may need payment assistance 
  • Informing patients or customers of any missed or upcoming payment deadlines
  • Calculating and tracking various company financial statements
  • Translating medical code if working in a medical setting
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Billing Specialist Job Description Examples

What does a Billing Specialist do?

Billing specialists typically work for insurance companies or healthcare facilities to maintain accurate financial records and payment procedures. They work closely with customers, patients or company personnel to create invoices and check for calculation errors on invoices and other billing statements. Their job is to contact customers to remind them of upcoming payment deadlines and help customers find financial aid options to reduce their medical or insurance bills. They may also be responsible for converting medical code into a readable format and using software programs to organize payment data.

Billing Specialist skills and qualifications

A Billing Specialist uses soft skills, technical abilities and industry-specific knowledge to manage their organization’s accounts, including:

  • Strong communication, including writing, speaking and active listening
  • Great customer service skills, including interpersonal conversation, patience and empathy
  • Good problem-solving and critical thinking skills
  • In-depth knowledge of industry best practices
  • Basic math, bookkeeping and accounting skills
  • Organization, time management and prioritization abilities
  • Ability to be discreet and maintain the security of patient or customer information 
  • Effective computer skills to input to use bookkeeping and account management software in a timely and efficient manner
  • Understanding of industry-specific policies, such as HIPAA regulations for health care

Billing Specialist salary expectations

A Billing Specialist makes an average of $16.66 per hour. Pay rate depends on level of education, experience and geographical location.

Billing Specialist education and training requirements

Entry-level Billing Specialist candidates should have at least a high school diploma or GED. Candidates applying to more complex roles may need a professional certification, associate degree or bachelor’s degrer in bookkeeping, accounting, business administration or another relevant field. Those applying in specific sectors, like health care, may need an education and training background in health care administration, medical billing or medical coding. Some relevant certifications include Certified Professional Biller, Certified Professional Coder and Certified Medical Reimbursement Specialist. 

Billing Specialist experience requirements

Entry-level candidates may have experience in administrative support or general bookkeeping and may benefit from additional on-the-job training to more easily learn their new responsibilities. Experienced candidates may have experience working in a billing, accounting or finance department. Other experienced candidates may have previous experience within their industry, such as those with previous roles in medical billing and coding, health care administrative support or banking customer service.

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Frequently asked questions about Billing Specialists


What is the difference between a Billing Specialist and a Customer Service Representative?

Billing Specialists and Customer Service Representatives both interact with their business’s customers or patients. However, they differ from one another in their levels of seniority, work environment and scope of job responsibilities. For example, a Billing Specialist typically works for insurance companies and medical facilities to process customer payments, review financial documents and contact customers about late or upcoming bills. In contrast, Customer Service Representatives can work for a range of companies across industries as a part of their customer service department. 

Further, although Customer Service Representatives can help customers order products or return their purchases, they focus more on listening to customer complaints and helping them understand how to use their company’s products or services. Another way to differentiate between these two roles is that Billing Specialists have less seniority than Customer Service Representatives, and typically go on to assume a role in customer service as a part of their career development,


What are the daily duties of a Billing Specialist?

On a typical day, a Billing Specialist starts by checking their email and voicemail. They answer time-sensitive messages from customers or patients regarding their payment options and upcoming deadlines. Throughout the day, they engage in face-to-face interactions with customers or participate in conversations over the phone to receive their payment information and answer questions. Billing Specialists use their downtime to create invoices, send out payment notices and check receipts to ensure they received the correct amount of payment from a customer or patient.


What qualities make a good Billing Specialist?

A good Billing Specialist has a personable manner that enables them to interact with customers in a positive way. Being personable also ensures that Billing Specialists represent their company well. Billing Specialists should have excellent attention to detail, which allows them to catch calculation errors on invoices before being sent out to customers. For Billing Specialists working in healthcare facilities, they should have a proficient understanding of medical coding and seek continued education initiatives to improve their skill level.


Who does a Billing Specialist report to?

A Billing Specialist typically reports to a Billing Manager in large or medium-sized establishments. Billing Managers act as a point of communication for questions and relay policy information to a team of Billing Specialists. In small healthcare facilities, a Billing Specialist may report directly to the Clinical Supervisor or Clinical Director.

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