Billing and Posting Clerks

• Summary

• Details

Work Activities

• Route statements for mailing or over-the-counter delivery to customers.
• Monitor equipment to ensure proper operation.
• Contact customers to obtain or relay account information.
• Resolve discrepancies in accounting 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.
• Review compiled data on operating costs and revenues to set rates.
• Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.
• Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services.
• Operate typing, adding, calculating, or billing machines.
• Verify accuracy of billing data and revise any errors.
• Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
• Keep records of invoices and support documents.
• 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.
• Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
• Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
• Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
• Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.
• Take orders for imprinted checks.
• Review documents, such as purchase orders, sales tickets, charge slips, or hospital records, to compute fees or charges due.
• Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.
• Compare previously prepared bank statements with canceled checks and reconcile discrepancies.
• Post stop-payment notices to prevent payment of protested checks.
• Verify signatures and required information on checks.
• Encode and cancel checks, using bank machines.
• Update manuals when rates, rules, or regulations are amended.

Skills

• Installation
  • Installing equipment, machines, wiring, or computer programs.
• Operations Analysis
  • Figuring out what a product or service needs to be able to do.
• Troubleshooting
  • Figuring out what is causing equipment, machines, wiring, or computer programs to not work.
• Reading Comprehension
  • Reading work-related information.
• Active Learning
  • Figuring out how to use new ideas or things.
• Social Perceptiveness
  • Understanding people's reactions.
• Coordination
  • Changing what is done based on other people's actions.
• Repairing
  • Repairing machines or systems using the right tools.
• Speaking
  • Talking to others.
• Negotiation
  • Bringing people together to solve differences.
• Systems Analysis
  • Figuring out how a system should work and how changes in the future will affect it.
• Equipment Selection
  • Deciding what kind of tools and equipment are needed to do a job.
• Service Orientation
  • Looking for ways to help people.
• Programming
  • Writing computer programs.
• Management of Material Resources
  • Managing equipment and materials.
• Equipment Maintenance
  • Planning and doing the basic maintenance on equipment.
• Time Management
  • Managing your time and the time of other people.
• Management of Financial Resources
  • Making spending decisions and keeping track of what is spent.
• Science
  • Using scientific rules and strategies to solve problems.
• Persuasion
  • Talking people into changing their minds or their behavior.
• Critical Thinking
  • Thinking about the pros and cons of different ways to solve a problem.
• Judgment and Decision Making
  • Thinking about the pros and cons of different options and picking the best one.
• Complex Problem Solving
  • Noticing a problem and figuring out the best way to solve it.
• Operations Monitoring
  • Watching gauges, dials, or display screens to make sure a machine is working.
• Quality Control Analysis
  • Testing how well a product or service works.
• Operation and Control
  • Using equipment or systems.
• Technology Design
  • Making equipment and technology useful for customers.
• Instructing
  • Teaching people how to do something.
• Mathematics
  • Using math to solve problems.
• Active Listening
  • Listening to others, not interrupting, and asking good questions.
• Learning Strategies
  • Using the best training or teaching strategies for learning new things.
• Monitoring
  • Keeping track of how well people and/or groups are doing in order to make improvements.
• Writing
  • Writing things for co-workers or customers.
• Systems Evaluation
  • Measuring how well a system is working and how to improve it.
• Management of Personnel Resources
  • Selecting and managing the best workers for a job.

Abilities

• Speed of Closure
  • Quickly knowing what you are looking at.
• Stamina
  • Exercising for a long time without getting out of breath.
• Speed of Limb Movement
  • Quickly moving your arms and legs.
• Depth Perception
  • Deciding which thing is closer or farther away from you, or deciding how far away it is from you.
• Sound Localization
  • Noticing the direction that a sound came from.
• Night Vision
  • Seeing at night or under low light.
• Hearing Sensitivity
  • Telling the difference between sounds.
• Written Expression
  • Communicating by writing.
• Oral Expression
  • Communicating by speaking.
• Category Flexibility
  • Grouping things in different ways.
• Response Orientation
  • Quickly deciding if you should move your hand, foot, or other body part.
• Written Comprehension
  • Reading and understanding what is written.
• Spatial Orientation
  • Knowing where things are around you.
• Multilimb Coordination
  • Using your arms and/or legs together while sitting, standing, or lying down.
• Visualization
  • Imagining how something will look after it is moved around or changed.
• Trunk Strength
  • Using your lower back and stomach.
• Glare Sensitivity
  • Seeing something even if there is a glare or very bright light.
• Selective Attention
  • Paying attention to something without being distracted.
• Number Facility
  • Adding, subtracting, multiplying, or dividing.
• Flexibility of Closure
  • Seeing hidden patterns.
• Originality
  • Creating new and original ideas.
• Memorization
  • Remembering words, numbers, pictures, or steps.
• Arm-Hand Steadiness
  • Keeping your arm or hand steady.
• Near Vision
  • Seeing details up close.
• Gross Body Coordination
  • Moving your arms, legs, and mid-section together while your whole body is moving.
• Wrist-Finger Speed
  • Making fast, simple, repeated movements of your fingers, hands, and wrists.
• Peripheral Vision
  • Seeing something to your side when your are looking ahead.
• Explosive Strength
  • Jumping, sprinting, or throwing something.
• Speech Clarity
  • Speaking clearly.
• Oral Comprehension
  • Listening and understanding what people say.
• Inductive Reasoning
  • Making general rules or coming up with answers from lots of detailed information.
• Perceptual Speed
  • Quickly comparing groups of letters, numbers, pictures, or other things.
• Control Precision
  • Quickly changing the controls of a machine, car, truck or boat.
• Dynamic Flexibility
  • Quickly and repeatedly bending, stretching, twisting, or reaching out with your body, arms, and/or legs.
• Mathematical Reasoning
  • Choosing the right type of math to solve a problem.
• Information Ordering
  • Ordering or arranging things.
• Problem Sensitivity
  • Noticing when problems happen.
• Manual Dexterity
  • Holding or moving items with your hands.
• Fluency of Ideas
  • Coming up with lots of ideas.
• Time Sharing
  • Doing two or more things at the same time.
• Deductive Reasoning
  • Using rules to solve problems.
• Finger Dexterity
  • Putting together small parts with your fingers.
• Rate Control
  • Changing when and how fast you move based on how something else is moving.
• Reaction Time
  • Quickly moving your hand, finger, or foot based on a sound, light, picture or other command.
• Extent Flexibility
  • Bending, stretching, twisting, or reaching with your body, arms, and/or legs.
• Auditory Attention
  • Paying attention to one sound while there are other distracting sounds.
• Gross Body Equilibrium
  • Keeping your balance or staying upright.
• Far Vision
  • Seeing details that are far away.
• Dynamic Strength
  • Exercising for a long time without your muscles getting tired.
• Static Strength
  • Lifting, pushing, pulling, or carrying.
• Visual Color Discrimination
  • Noticing the difference between colors, including shades and brightness.
• Speech Recognition
  • Recognizing spoken words.

Knowledge

• Biology
  • Knowledge of plant and animal organisms, their tissues, cells, functions, interdependencies, and interactions with each other and the environment.
• Personnel and Human Resources
  • Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems.
• Administration and Management
  • 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.
• Administrative
  • Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology.
• Chemistry
  • Knowledge of the chemical composition, structure, and properties of substances and of the chemical processes and transformations that they undergo. This includes uses of chemicals and their interactions, danger signs, production techniques, and disposal methods.
• Sociology and Anthropology
  • Knowledge of group behavior and dynamics, societal trends and influences, human migrations, ethnicity, cultures, and their history and origins.
• Medicine and Dentistry
  • Knowledge of the information and techniques needed to diagnose and treat human injuries, diseases, and deformities. This includes symptoms, treatment alternatives, drug properties and interactions, and preventive health-care measures.
• Therapy and Counseling
  • Knowledge of principles, methods, and procedures for diagnosis, treatment, and rehabilitation of physical and mental dysfunctions, and for career counseling and guidance.
• English Language
  • Knowledge of the structure and content of the English language including the meaning and spelling of words, and rules of composition and grammar.
• History and Archeology
  • Knowledge of historical events and their causes, indicators, and effects on civilizations and cultures.
• Philosophy and Theology
  • Knowledge of different philosophical systems and religions. This includes their basic principles, values, ethics, ways of thinking, customs, practices, and their impact on human culture.
• Public Safety and Security
  • Knowledge of relevant equipment, policies, procedures, and strategies to promote effective local, state, or national security operations for the protection of people, data, property, and institutions.
• Engineering and Technology
  • Knowledge of the practical application of engineering science and technology. This includes applying principles, techniques, procedures, and equipment to the design and production of various goods and services.
• Physics
  • Knowledge and prediction of physical principles, laws, their interrelationships, and applications to understanding fluid, material, and atmospheric dynamics, and mechanical, electrical, atomic and sub-atomic structures and processes.
• Computers and Electronics
  • Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
• Telecommunications
  • Knowledge of transmission, broadcasting, switching, control, and operation of telecommunications systems.
• Psychology
  • 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.
• Geography
  • Knowledge of principles and methods for describing the features of land, sea, and air masses, including their physical characteristics, locations, interrelationships, and distribution of plant, animal, and human life.
• Fine Arts
  • Knowledge of the theory and techniques required to compose, produce, and perform works of music, dance, visual arts, drama, and sculpture.
• Design
  • Knowledge of design techniques, tools, and principles involved in production of precision technical plans, blueprints, drawings, and models.
• Sales and Marketing
  • Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
• Transportation
  • Knowledge of principles and methods for moving people or goods by air, rail, sea, or road, including the relative costs and benefits.
• Customer and Personal Service
  • 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.
• Production and Processing
  • Knowledge of raw materials, production processes, quality control, costs, and other techniques for maximizing the effective manufacture and distribution of goods.
• Building and Construction
  • Knowledge of materials, methods, and the tools involved in the construction or repair of houses, buildings, or other structures such as highways and roads.
• Food Production
  • Knowledge of techniques and equipment for planting, growing, and harvesting food products (both plant and animal) for consumption, including storage/handling techniques.
• Mechanical
  • Knowledge of machines and tools, including their designs, uses, repair, and maintenance.
• Education and Training
  • Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.
• Foreign Language
  • Knowledge of the structure and content of a foreign (non-English) language including the meaning and spelling of words, rules of composition and grammar, and pronunciation.
• Economics and Accounting
  • Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
• Mathematics
  • Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
• Law and Government
  • Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
• Communications and Media
  • Knowledge of media production, communication, and dissemination techniques and methods. This includes alternative ways to inform and entertain via written, oral, and visual media.

Education

Education

High school diploma or equivalent

Work Experience

No work experience

Training

1 to 12 months on-the-job training

Education and Training Opportunities

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Education and Training Opportunities

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Pay

Washington Annual Salary

56230/yr

Washington Hourly Wage

27.03/hr

Washington Employment Trends

Currently Employed

12,770

Yearly Projected Openings

1520

Personality

Conventional: People interested in this work like activities that include data, detail, and regular routines. They do well at jobs that need:

• Integrity
• Dependability
• Attention to Detail
• Independence
• Concern for Others
• Cooperation

Tools

• Accounting machines
• Check endorsing machines
• Desktop calculator
• Desktop computers
• Digital cameras
• Digital image printers
• Filing cabinets or accessories
• Franking or postage machines
• Laser fax machine
• Letter folders
• Mail opening machines
• Mail sealing machines
• Microfilm cameras
• Optical character recognition systems
• Paper sorting machines
• Photocopiers
• Pocket calculator
• Postal scales
• Scanners
• Scientific calculator
• Sorters

Technology

• Access software
• Accounting software
• Business intelligence and data analysis software
• Customer relationship management CRM software
• Data base user interface and query software
• Desktop publishing software
• Document management software
• Electronic mail software
• Enterprise resource planning ERP software
• Expert system software
• Financial analysis software
• Graphics or photo imaging software
• Industrial control software
• Internet browser software
• Medical software
• Office suite software
• Operating system software
• Optical character reader OCR or scanning software
• Presentation software
• Project management software
• Spreadsheet software
• Word processing software