Billing and Posting Clerks
Overview
SaveJob Zone Three: Medium Preparation Needed
Experience
Previous work-related skill, knowledge, or experience is required for these occupations. For example, an electrician must have completed three or four years of apprenticeship or several years of vocational training, and often must have passed a licensing exam, in order to perform the job.
Education
Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree.
Job Training
Employees in these occupations usually need one or two years of training involving both on-the-job experience and informal training with experienced workers. A recognized apprenticeship program may be associated with these occupations.
Examples
These occupations usually involve using communication and organizational skills to coordinate, supervise, manage, or train others to accomplish goals. Examples include hydroelectric production managers, desktop publishers, electricians, agricultural technicians, barbers, court reporters and simultaneous captioners, and medical assistants.
Compile, compute, and record billing, accounting, statistical, and other numerical data for billing purposes. Prepare billing invoices for services rendered or for delivery or shipment of goods.
Yearly Salary
| High: | $58K |
| Median: | $39K |
| Low: | $28K |
Demand
Core Tasks
- Verify accuracy of billing data and revise any errors.
- Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
- Resolve discrepancies in accounting records.
- Operate typing, adding, calculating, or billing machines.
- Review documents, such as purchase orders, sales tickets, charge slips, or hospital records, to compute fees or charges due.
- Post stop-payment notices to prevent payment of protested checks.
- Keep records of invoices and support documents.
- Verify signatures and required information on checks.
- Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.
- Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services.
- Contact customers to obtain or relay account information.
- 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.
- Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.
- Compare previously prepared bank statements with canceled checks and reconcile discrepancies.
- Take orders for imprinted checks.
- Encode and cancel checks, using bank machines.
- Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand.
- Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.
- Update manuals when rates, rules, or regulations are amended.
- Route statements for mailing or over-the-counter delivery to customers.
- Review compiled data on operating costs and revenues to set rates.
- Monitor equipment to ensure proper operation.
- Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
Technology Skills
Technology
Example
Hot Technology
Tools Used
Tool
Example
Top 10 Knowledge Required
Administrative
89%
Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology.
Customer and Personal Service
85%
Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
English Language
75%
Knowledge of the structure and content of the English language including the meaning and spelling of words, and rules of composition and grammar.
Economics and Accounting
71%
Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
Mathematics
70%
Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
Administration and Management
69%
Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
Computers and Electronics
69%
Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
Personnel and Human Resources
56%
Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems.
Law and Government
50%
Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
Psychology
50%
Knowledge of human behavior and performance; individual differences in ability, personality, and interests; learning and motivation; psychological research methods; and the assessment and treatment of behavioral and affective disorders.
Top 10 Skills
Reading Comprehension
73%
Understanding written sentences and paragraphs in work-related documents.
Mathematics
65%
Using mathematics to solve problems.
Active Listening
63%
Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Critical Thinking
63%
Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Monitoring
63%
Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
Speaking
63%
Talking to others to convey information effectively.
Time Management
63%
Managing one's own time and the time of others.
Writing
60%
Communicating effectively in writing as appropriate for the needs of the audience.
Complex Problem Solving
58%
Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
Judgment and Decision Making
58%
Considering the relative costs and benefits of potential actions to choose the most appropriate one.
Top 10 Abilities
Near Vision
73%
The ability to see details at close range (within a few feet of the observer).
Written Comprehension
73%
The ability to read and understand information and ideas presented in writing.
Information Ordering
70%
The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
Oral Expression
70%
The ability to communicate information and ideas in speaking so others will understand.
Oral Comprehension
68%
The ability to listen to and understand information and ideas presented through spoken words and sentences.
Speech Recognition
68%
The ability to identify and understand the speech of another person.
Written Expression
68%
The ability to communicate information and ideas in writing so others will understand.
Problem Sensitivity
65%
The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing that there is a problem.
Speech Clarity
65%
The ability to speak clearly so others can understand you.
Category Flexibility
63%
The ability to generate or use different sets of rules for combining or grouping things in different ways.
Top 10 Work Activities
Working with Computers
94%
Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
Getting Information
91%
Observing, receiving, and otherwise obtaining information from all relevant sources.
Communicating with Supervisors, Peers, or Subordinates
86%
Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
Processing Information
86%
Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
Updating and Using Relevant Knowledge
82%
Keeping up-to-date technically and applying new knowledge to your job.
Evaluating Information to Determine Compliance with Standards
78%
Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.
Communicating with People Outside the Organization
76%
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.
Organizing, Planning, and Prioritizing Work
75%
Developing specific goals and plans to prioritize, organize, and accomplish your work.
Performing Administrative Activities
75%
Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.
Documenting/Recording Information
72%
Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.
Detailed Work Activities
- Verify accuracy of financial or transactional data.
- Reconcile records of sales or other financial transactions.
- Maintain financial or account records.
- Prepare documentation for contracts, transactions, or regulatory compliance.
- Operate office equipment.
- Provide information to coworkers.
- Discuss account status or activity with customers or patrons.
- Route mail to correct destinations.
- Monitor equipment operation to ensure proper functioning.
- Maintain office equipment in proper operating condition.
- Report maintenance or equipment problems to appropriate personnel.
- Calculate costs of goods or services.
- Maintain operational records.
- Weigh parcels to determine shipping costs.
- Search files, databases or reference materials to obtain needed information.
- Order materials, supplies, or equipment.
- Execute sales or other financial transactions.
- Calculate shipping costs.
- Prepare informational or reference materials.
- Analyze financial information.
- Explain regulations, policies, or procedures.
- Prepare financial documents, reports, or budgets.
- Prepare financial documents.
- Schedule appointments.
- Answer telephones to direct calls or provide information.
- Calculate financial data.
- Respond to customer problems or complaints.
Education
Interests
Conventional
100%
Work involves following procedures and regulations to organize information or data, typically in a business setting. Conventional occupations are often associated with office work, accounting, mathematics/statistics, information technology, finance, or human resources.
Enterprising
40%
Work involves managing, negotiating, marketing, or selling, typically in a business setting, or leading or advising people in political and legal situations. Enterprising occupations are often associated with business initiatives, sales, marketing/advertising, finance, management/administration, professional advising, public speaking, politics, or law.
Realistic
39%
Work involves designing, building, or repairing of equipment, materials, or structures, engaging in physical activity, or working outdoors. Realistic occupations are often associated with engineering, mechanics and electronics, construction, woodworking, transportation, machine operation, agriculture, animal services, physical or manual labor, athletics, or protective services.
Investigative
24%
Work involves studying and researching non-living objects, living organisms, disease or other forms of impairment, or human behavior. Investigative occupations are often associated with physical, life, medical, or social sciences, and can be found in the fields of humanities, mathematics/statistics, information technology, or health care service.
Social
22%
Work involves helping, teaching, advising, assisting, or providing service to others. Social occupations are often associated with social, health care, personal service, teaching/education, or religious activities.
Artistic
15%
Work involves creating original visual artwork, performances, written works, food, or music for a variety of media, or applying artistic principles to the design of various objects and materials. Artistic occupations are often associated with visual arts, applied arts and design, performing arts, music, creative writing, media, or culinary art.
Work Values
Relationships
65%
Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.
Support
65%
Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.
Independence
58%
Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.
Working Conditions
44%
Occupations that satisfy this work value offer job security and good working conditions. Corresponding needs are Activity, Compensation, Independence, Security, Variety and Working Conditions.
Achievement
39%
Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment. Corresponding needs are Ability Utilization and Achievement.
Recognition
39%
Occupations that satisfy this work value offer advancement, potential for leadership, and are often considered prestigious. Corresponding needs are Advancement, Authority, Recognition and Social Status.