MyPlan.com :: Billing, Cost, and Rate Clerks

Billing, Cost, and Rate Clerks

Careers / Billing, Cost, and Rate Clerks

Summary Description


	Compile data, compute fees and charges, and prepare invoices for billing purposes. Duties include computing costs and calculating rates for goods, services, and shipment of goods; posting data; and keeping other relevant records. May involve use of computer or typewriter, calculator, and adding and bookkeeping machines.

Sample Job Titles

1.	Accounting Assistant

2.	Accounting Clerk

3.	Accounts Manager

4.	Accounts Payable Clerk

5.	Accounts Receivable Clerk

6.	Administrative Assistant

7.	Bill Checker

8.	Bill Clerk

9.	Bill of Lading Clerk

10.	Bill of Materials Clerk (BOM Clerk)

11.	Biller

12.	Billing and Accounting Staff Assistant

13.	Billing Assistant

14.	Billing Clerk

15.	Billing Control Clerk

16.	Billing Coordinator

17.	Billing Manager

18.	Billing Specialist

19.	Billing Typist

20.	Certified Coding Specialist

21.	COD Clerk (Cash On Delivery Clerk)

22.	Contract Administrator

23.	Cost Recorder

24.	Demurrage Agent

25.	Demurrage Clerk

26.	Demurrage Worker

27.	Deposit Clerk

28.	Deposit Refund Clerk

29.	Documentation Billing Clerk

30.	Estimate Clerk

31.	Evaluator

32.	Fee Clerk

33.	Foreign Clerk

34.	Freight Rate Analyst

35.	Freight Rate Clerk

36.	Freight Rate Specialist

37.	Insurance Coder

38.	Insurance Rater

39.	Insurance Specialist

40.	Interline Clerk

41.	Invoice Checker

42.	Invoice Clerk

43.	Invoice Control Clerk

44.	Laundry Pricing Clerk

45.	Medical Biller

46.	Medical Billing and Coding Specialist

47.	Medical Billing Clerk

48.	Medical Billing Coder

49.	Medical Billing Specialist

50.	Medical Coder

51.	Medical Coding Specialist

52.	Medical Insurance Biller

53.	Medical Insurance Coder

54.	Medical Reimbursement Specialist

55.	Medical Voucher Clerk

56.	Message and Delivery Service Pricer

57.	Office Manager

58.	Patient Account Representative

59.	Patient Financial Representative

60.	Patient Service Representative

61.	Personal Property Assessor

62.	Policy Value Calculator

63.	Posting Clerk

64.	Price Lister

65.	Pricer

66.	Pricing Clerk

67.	Principal Account Clerk

68.	Rate Clerk

69.	Rate Examiner

70.	Rate Marker

71.	Rate Reviewer

72.	Rate Setter

73.	Rater

74.	Rating Clerk

75.	Rating Examiner

76.	Receipt and Report Clerk

77.	Reconciliation Clerk

78.	Revising Clerk

79.	Sample Clerk

80.	Securities Clerk

81.	Services Clerk

82.	Settlement Clerk

83.	Spot Billing Clerk

84.	Tax Clerk

85.	Telegraph Service Rater

86.	Toll Settlement Clerk

87.	Toll Ticket Clerk

88.	Tonnage Compilation Clerk

89.	Traffic Rate Clerk

90.	Traffic Rate Computer

91.	Voucher Clerk

92.	Wharfinger

93.	Yard Demurrage Clerk

Job Tasks

	Verify accuracy of billing data and revise any errors. Verify accuracy of financial or transactional data.

	Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered. Maintain financial or account records. Prepare documentation for contracts, transactions, or regulatory compliance.

	Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods. Maintain financial or account records.

	Operate typing, adding, calculating, or billing machines. Operate office equipment.

	Answer mail or telephone inquiries regarding rates, routing, or procedures. Explain regulations, policies, or procedures.

	Resolve discrepancies in accounting records. Reconcile records of sales or other financial transactions.

	Type billing documents, shipping labels, credit memorandums, or credit forms, using typewriters or computers. Type documents.

	Contact customers to obtain or relay account information. Discuss account status or activity with customers or patrons.

	Review documents such as purchase orders, sales tickets, charge slips, or hospital records to compute fees or charges due. Calculate costs of goods or services.

	Keep records of invoices and support documents. Maintain financial or account records.

	Consult sources such as rate books, manuals, or insurance company representatives to determine specific charges or information such as rules, regulations, or government tax and tariff information. Search files, databases or reference materials to obtain needed information.

	Update manuals when rates, rules, or regulations are amended. Prepare informational or reference materials.

	Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services. Maintain operational records.

	Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents. Calculate shipping costs. Calculate costs of goods or services.

	Review compiled data on operating costs and revenues to set rates. Analyze financial information.

	Compile reports of cost factors, such as labor, production, storage, or equipment. Compile data or documentation.

	Estimate market value of products or services. Calculate costs of goods or services.

Work Activities

Importance	Work Activity

Processing Information — Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.

Interacting With Computers — Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.

Getting Information — Observing, receiving, and otherwise obtaining information from all relevant sources.

Performing Administrative Activities — Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.

Communicating with Supervisors, Peers, or Subordinates — Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.

Identifying Objects, Actions, and Events — Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.

Documenting/Recording Information — Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.

Establishing and Maintaining Interpersonal Relationships — Developing constructive and cooperative working relationships with others, and maintaining them over time.

Communicating with Persons Outside Organization — Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.

Performing for or Working Directly with the Public — Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests.

Organizing, Planning, and Prioritizing Work — Developing specific goals and plans to prioritize, organize, and accomplish your work.

Making Decisions and Solving Problems — Analyzing information and evaluating results to choose the best solution and solve problems.

Updating and Using Relevant Knowledge — Keeping up-to-date technically and applying new knowledge to your job.

Analyzing Data or Information — Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.

Evaluating Information to Determine Compliance with Standards — Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.

Resolving Conflicts and Negotiating with Others — Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.

Interpreting the Meaning of Information for Others — Translating or explaining what information means and how it can be used.

Monitor Processes, Materials, or Surroundings — Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems.

Developing and Building Teams — Encouraging and building mutual trust, respect, and cooperation among team members.

Assisting and Caring for Others — Providing personal assistance, medical attention, emotional support, or other personal care to others such as coworkers, customers, or patients.

Coordinating the Work and Activities of Others — Getting members of a group to work together to accomplish tasks.

Judging the Qualities of Things, Services, or People — Assessing the value, importance, or quality of things or people.

Training and Teaching Others — Identifying the educational needs of others, developing formal educational or training programs or classes, and teaching or instructing others.

Coaching and Developing Others — Identifying the developmental needs of others and coaching, mentoring, or otherwise helping others to improve their knowledge or skills.

Guiding, Directing, and Motivating Subordinates — Providing guidance and direction to subordinates, including setting performance standards and monitoring performance.

Nature of the Work


	(Abstract from Career Articles)

	Financial Clerks
	Financial clerks do administrative work for many types of organizations. They keep records, help customers, and carry out financial transactions.

	Read More >>

Working Conditions


	(Abstract from Career Articles)

	Financial Clerks
	Financial clerks work in a variety of office settings, including bank branches, medical offices, and government agencies. Most work full time.

	Read More >>

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