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Billing, Cost, & Rate Clerks
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CheckoutCareers.com
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Billing, Cost, & Rate Clerks
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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.
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Degrees
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Abilities
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Near Vision| | The ability to see details at close range (within a few feet of the observer). |
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Oral Comprehension| | The ability to listen to and understand information and ideas presented through spoken words and sentences. |
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Oral Expression| | The ability to communicate information and ideas in speaking so others will understand. |
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Information Ordering| | 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). |
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Speech Recognition| | The ability to identify and understand the speech of another person. |
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Written Comprehension| | The ability to read and understand information and ideas presented in writing. |
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Category Flexibility| | The ability to generate or use different sets of rules for combining or grouping things in different ways. |
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Number Facility| | The ability to add, subtract, multiply, or divide quickly and correctly. |
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Problem Sensitivity| | The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem. |
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Speech Clarity| | The ability to speak clearly so others can understand you. |
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Deductive Reasoning| | The ability to apply general rules to specific problems to produce answers that make sense. |
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Written Expression| | The ability to communicate information and ideas in writing so others will understand. |
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Inductive Reasoning| | The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events). |
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Mathematical Reasoning| | The ability to choose the right mathematical methods or formulas to solve a problem. |
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Selective Attention| | The ability to concentrate on a task over a period of time without being distracted. |
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Perceptual Speed| | The ability to quickly and accurately compare similarities and differences among sets of letters, numbers, objects, pictures, or patterns. The things to be compared may be presented at the same time or one after the other. This ability also includes comparing a presented object with a remembered object. |
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Finger Dexterity| | The ability to make precisely coordinated movements of the fingers of one or both hands to grasp, manipulate, or assemble very small objects. |
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Flexibility of Closure| | The ability to identify or detect a known pattern (a figure, object, word, or sound) that is hidden in other distracting material. |
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Fluency of Ideas| | The ability to come up with a number of ideas about a topic (the number of ideas is important, not their quality, correctness, or creativity). |
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Originality| | The ability to come up with unusual or clever ideas about a given topic or situation, or to develop creative ways to solve a problem. |
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Speed of Closure| | The ability to quickly make sense of, combine, and organize information into meaningful patterns. |
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Far Vision| | The ability to see details at a distance. |
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Hearing Sensitivity| | The ability to detect or tell the differences between sounds that vary in pitch and loudness. |
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Memorization| | The ability to remember information such as words, numbers, pictures, and procedures. |
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Time Sharing| | The ability to shift back and forth between two or more activities or sources of information (such as speech, sounds, touch, or other sources). |
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Visualization| | The ability to imagine how something will look after it is moved around or when its parts are moved or rearranged. |
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Arm-Hand Steadiness| | The ability to keep your hand and arm steady while moving your arm or while holding your arm and hand in one position. |
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Control Precision| | The ability to quickly and repeatedly adjust the controls of a machine or a vehicle to exact positions. |
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Visual Color Discrimination| | The ability to match or detect differences between colors, including shades of color and brightness. |
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Manual Dexterity| | The ability to quickly move your hand, your hand together with your arm, or your two hands to grasp, manipulate, or assemble objects. |
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Wrist-Finger Speed| | The ability to make fast, simple, repeated movements of the fingers, hands, and wrists. |
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Auditory Attention| | The ability to focus on a single source of sound in the presence of other distracting sounds. |
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Trunk Strength| | The ability to use your abdominal and lower back muscles to support part of the body repeatedly or continuously over time without 'giving out' or fatiguing. |
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Interests
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Conventional| | Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow. |
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First Interest High-Point| | Primary-Rank Descriptiveness |
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Second Interest High-Point| | Secondary-Cutoff/Rank Descriptiveness |
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Enterprising| | Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business. |
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Realistic| | Realistic occupations frequently involve work activities that include practical, hands-on problems and solutions. They often deal with plants, animals, and real-world materials like wood, tools, and machinery. Many of the occupations require working outside, and do not involve a lot of paperwork or working closely with others. |
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Investigative| | Investigative occupations frequently involve working with ideas, and require an extensive amount of thinking. These occupations can involve searching for facts and figuring out problems mentally. |
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Social| | Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others. |
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Artistic| | Artistic occupations frequently involve working with forms, designs and patterns. They often require self-expression and the work can be done without following a clear set of rules. |
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Knowledge
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Clerical| | Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology. |
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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. |
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Computers and Electronics| | Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming. |
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English Language| | Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. |
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Mathematics| | Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications. |
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Economics and Accounting| | Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data. |
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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. |
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Law and Government| | Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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Transportation| | Knowledge of principles and methods for moving people or goods by air, rail, sea, or road, including the relative costs and benefits. |
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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. |
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Telecommunications| | Knowledge of transmission, broadcasting, switching, control, and operation of telecommunications systems. |
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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. |
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Production and Processing| | Knowledge of raw materials, production processes, quality control, costs, and other techniques for maximizing the effective manufacture and distribution of goods. |
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Sociology and Anthropology| | Knowledge of group behavior and dynamics, societal trends and influences, human migrations, ethnicity, cultures and their history and origins. |
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Mechanical| | Knowledge of machines and tools, including their designs, uses, repair, and maintenance. |
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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. |
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History and Archeology| | Knowledge of historical events and their causes, indicators, and effects on civilizations and cultures. |
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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. |
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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. |
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Design| | Knowledge of design techniques, tools, and principles involved in production of precision technical plans, blueprints, drawings, and models. |
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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. |
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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. |
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Food Production| | Knowledge of techniques and equipment for planting, growing, and harvesting food products (both plant and animal) for consumption, including storage/handling techniques. |
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Biology| | Knowledge of plant and animal organisms, their tissues, cells, functions, interdependencies, and interactions with each other and the environment. |
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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. |
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Wages
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| District of Columbia | $35,320.00 |
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| North Carolina | $27,130.00 |
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| South Carolina | $25,580.00 |
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| Virgin Islands | $21,120.00 |
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Related Careers
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Bookkeeping, Accounting, & Auditing Clerks| | Compute, classify, and record numerical data to keep financial records complete. Perform any combination of routine calculating, posting, and verifying duties to obtain primary financial data for use in maintaining accounting records. May also check the accuracy of figures, calculations, and postings pertaining to business transactions recorded by other workers. |
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Insurance Claims & Policy Processing Clerks| | Obtain information from insured or designated persons for purpose of settling claim with insurance carrier. |
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Insurance Policy Processing Clerks| | Process applications for, changes to, reinstatement of, and cancellation of insurance policies. Duties include reviewing insurance applications to ensure that all questions have been answered, compiling data on insurance policy changes, changing policy records to conform to insured party's specifications, compiling data on lapsed insurance policies to determine automatic reinstatement according to company policies, canceling insurance policies as requested by agents, and verifying the accuracy of insurance company records. |
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Loan Interviewers & Clerks| | Interview loan applicants to elicit information; investigate applicants' backgrounds and verify references; prepare loan request papers; and forward findings, reports, and documents to appraisal department. Review loan papers to ensure completeness, and complete transactions between loan establishment, borrowers, and sellers upon approval of loan. |
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New Accounts Clerks| | Interview persons desiring to open bank accounts. Explain banking services available to prospective customers and assist them in preparing application form. |
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Office Clerks, General| | Perform duties too varied and diverse to be classified in any specific office clerical occupation, requiring limited knowledge of office management systems and procedures. Clerical duties may be assigned in accordance with the office procedures of individual establishments and may include a combination of answering telephones, bookkeeping, typing or word processing, stenography, office machine operation, and filing. |
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Secretaries, Except Legal, Medical, & Executive| | Perform routine clerical and administrative functions such as drafting correspondence, scheduling appointments, organizing and maintaining paper and electronic files, or providing information to callers. |
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Skills
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Active Listening| | 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. |
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Reading Comprehension| | Understanding written sentences and paragraphs in work related documents. |
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Writing| | Communicating effectively in writing as appropriate for the needs of the audience. |
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Instructing| | Teaching others how to do something. |
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Speaking| | Talking to others to convey information effectively. |
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Critical Thinking| | Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. |
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Learning Strategies| | Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things. |
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Social Perceptiveness| | Being aware of others' reactions and understanding why they react as they do. |
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Active Learning| | Understanding the implications of new information for both current and future problem-solving and decision-making. |
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Service Orientation| | Actively looking for ways to help people. |
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Time Management| | Managing one's own time and the time of others. |
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Monitoring| | Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action. |
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Complex Problem Solving| | Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions. |
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Mathematics| | Using mathematics to solve problems. |
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Coordination| | Adjusting actions in relation to others' actions. |
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Persuasion| | Persuading others to change their minds or behavior. |
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Judgment and Decision Making| | Considering the relative costs and benefits of potential actions to choose the most appropriate one. |
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Negotiation| | Bringing others together and trying to reconcile differences. |
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Management of Personnel Resources| | Motivating, developing, and directing people as they work, identifying the best people for the job. |
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Operation and Control| | Controlling operations of equipment or systems. |
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Operations Analysis| | Analyzing needs and product requirements to create a design. |
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Systems Evaluation| | Identifying measures or indicators of system performance and the actions needed to improve or correct performance, relative to the goals of the system. |
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Technology Design| | Generating or adapting equipment and technology to serve user needs. |
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Equipment Selection| | Determining the kind of tools and equipment needed to do a job. |
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Management of Financial Resources| | Determining how money will be spent to get the work done, and accounting for these expenditures. |
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Troubleshooting| | Determining causes of operating errors and deciding what to do about it. |
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Quality Control Analysis| | Conducting tests and inspections of products, services, or processes to evaluate quality or performance. |
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Equipment Maintenance| | Performing routine maintenance on equipment and determining when and what kind of maintenance is needed. |
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Management of Material Resources| | Obtaining and seeing to the appropriate use of equipment, facilities, and materials needed to do certain work. |
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Systems Analysis| | Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes. |
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Repairing| | Repairing machines or systems using the needed tools. |
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Installation| | Installing equipment, machines, wiring, or programs to meet specifications. |
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Operation Monitoring| | Watching gauges, dials, or other indicators to make sure a machine is working properly. |
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Programming| | Writing computer programs for various purposes. |
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Science| | Using scientific rules and methods to solve problems. |
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Tasks
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| Verify accuracy of billing data and revise any errors. |
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| Operate typing, adding, calculating, and billing machines. |
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| Prepare itemized statements, bills, or invoices; and record amounts due for items purchased or services rendered. |
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| Review documents such as purchase orders, sales tickets, charge slips, or hospital records in order to compute fees and charges due. |
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| Perform bookkeeping work, including posting data and keeping other records concerning costs of goods and services and the shipment of goods. |
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| Keep records of invoices and support documents. |
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| Resolve discrepancies in accounting records. |
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| Track accumulated hours and dollar amounts charged to each client job in order to calculate client fees for professional services such as legal and accounting services. |
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| Type billing documents, shipping labels, credit memorandums, and credit forms, using typewriters or computers. |
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| Contact customers in order to obtain or relay account information. |
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| Compute credit terms, discounts, shipment charges, and rates for goods and services in order to complete billing documents. |
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| Review compiled data on operating costs and revenues in order to set rates. |
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| Answer mail and telephone inquiries regarding rates, routing, and procedures. |
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| Compile reports of cost factors, such as labor, production, storage, and equipment. |
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| Consult sources such as rate books, manuals, and insurance company representatives in order to determine specific charges and information such as rules, regulations, and government tax and tariff information. |
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| Update manuals when rates, rules, or regulations are amended. |
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| Estimate market value of products or services. |
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Career Activities
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| Processing Information |
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| compile data for financial reports |
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| compute financial data |
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| detect discrepancies on records or reports |
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| maintain balance sheets |
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| process account invoices |
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| reconcile or balance financial records |
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| verify data from invoices to ensure accuracy |
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| Updating and Using Relevant Knowledge |
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| use accounting terminology |
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| use telephone communication techniques |
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| Performing Administrative Activities |
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| complete patient bills |
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| fill out business or government forms |
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| maintain inventory of office forms |
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| maintain records, reports, or files |
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| prepare billing statements |
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| prepare reports |
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| Evaluating Information to Determine Compliance with Standards |
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| ensure correct grammar, punctuation, or spelling |
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| examine documents for completeness, accuracy, or conformance to standards |
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| Interacting With Computers |
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| use accounting or bookkeeping software |
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| use computers to enter, access or retrieve data |
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| use spreadsheet software |
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| use word processing or desktop publishing software |
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| Documenting/Recording Information |
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| maintain account records |
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| Resolving Conflicts and Negotiating with Others |
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| resolve customer or public complaints |
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| Communicating with Persons Outside Organization |
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| write business correspondence |
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| Estimating the Quantifiable Characteristics of Products, Events, or Information |
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| prepare cost estimates |
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| Performing for or Working Directly with the Public |
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| answer customer or public inquiries |
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| Controlling Machines and Processes |
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| operate business machines |
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Career Context
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| Telephone |
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| Face-to-Face Discussions |
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| Contact With Others |
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| Indoors, Environmentally Controlled |
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| Frequency of Decision Making |
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| Freedom to Make Decisions |
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| Importance of Being Exact or Accurate |
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| Electronic Mail |
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| Letters and Memos |
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| Structured versus Unstructured Work |
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| Deal With External Customers |
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| Work With Work Group or Team |
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| Spend Time Sitting |
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| Responsibility for Outcomes and Results |
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| Time Pressure |
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| Importance of Repeating Same Tasks |
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| Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls |
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| Physical Proximity |
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| Level of Competition |
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| Coordinate or Lead Others |
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| Impact of Decisions on Co-workers or Company Results |
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| Deal With Unpleasant or Angry People |
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| Responsible for Others' Health and Safety |
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| Exposed to Contaminants |
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| Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets |
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| Spend Time Making Repetitive Motions |
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| Frequency of Conflict Situations |
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| Exposed to Disease or Infections |
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| Exposed to Hazardous Conditions |
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| Exposed to Radiation |
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| Outdoors, Exposed to Weather |
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| Consequence of Error |
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| Outdoors, Under Cover |
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| Very Hot or Cold Temperatures |
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| Sounds, Noise Levels Are Distracting or Uncomfortable |
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| Indoors, Not Environmentally Controlled |
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| Extremely Bright or Inadequate Lighting |
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| Exposed to Minor Burns, Cuts, Bites, or Stings |
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| In an Enclosed Vehicle or Equipment |
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| Exposed to Hazardous Equipment |
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| Degree of Automation |
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| Pace Determined by Speed of Equipment |
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| Cramped Work Space, Awkward Positions |
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| Spend Time Bending or Twisting the Body |
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| Spend Time Climbing Ladders, Scaffolds, or Poles |
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| Spend Time Walking and Running |
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| Deal With Physically Aggressive People |
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| Exposed to High Places |
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| Exposed to Whole Body Vibration |
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| In an Open Vehicle or Equipment |
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| Public Speaking |
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| Spend Time Keeping or Regaining Balance |
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| Spend Time Kneeling, Crouching, Stooping, or Crawling |
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| Spend Time Standing |
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| Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection |
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Career Styles
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Attention to Detail| | Job requires being careful about detail and thorough in completing work tasks. |
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Dependability| | Job requires being reliable, responsible, and dependable, and fulfilling obligations. |
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Integrity| | Job requires being honest and ethical. |
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Cooperation| | Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude. |
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Initiative| | Job requires a willingness to take on responsibilities and challenges. |
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Self Control| | Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations. |
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Stress Tolerance| | Job requires accepting criticism and dealing calmly and effectively with high stress situations. |
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Independence| | Job requires developing one's own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done. |
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Adaptability/Flexibility| | Job requires being open to change (positive or negative) and to considerable variety in the workplace. |
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Concern for Others| | Job requires being sensitive to others' needs and feelings and being understanding and helpful on the job. |
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Persistence| | Job requires persistence in the face of obstacles. |
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Achievement/Effort| | Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks. |
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Social Orientation| | Job requires preferring to work with others rather than alone, and being personally connected with others on the job. |
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Analytical Thinking| | Job requires analyzing information and using logic to address work-related issues and problems. |
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Leadership| | Job requires a willingness to lead, take charge, and offer opinions and direction. |
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Innovation| | Job requires creativity and alternative thinking to develop new ideas for and answers to work-related problems. |
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Career Needs
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Working Conditions| | Workers on this job have good working conditions. |
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Activity| | Workers on this job are busy all the time. |
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Independence| | Workers on this job do their work alone. |
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Company Policies and Practices| | Workers on this job are treated fairly by the company. |
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Security| | Workers on this job have steady employment. |
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Supervision, Human Relations| | Workers on this job have supervisors who back up their workers with management. |
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Advancement| | Workers on this job have opportunities for advancement. |
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Moral Values| | Workers on this job are never pressured to do things that go against their sense of right and wrong. |
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Autonomy| | Workers on this job plan their work with little supervision. |
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Co-workers| | Workers on this job have co-workers who are easy to get along with. |
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Supervision, Technical| | Workers on this job have supervisors who train their workers well. |
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Ability Utilization| | Workers on this job make use of their individual abilities. |
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Achievement| | Workers on this job get a feeling of accomplishment. |
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Compensation| | Workers on this job are paid well in comparison with other workers. |
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Social Status| | Workers on this job are looked up to by others in their company and their community. |
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Recognition| | Workers on this job receive recognition for the work they do. |
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Variety| | Workers on this job have something different to do every day. |
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Responsibility| | Workers on this job make decisions on their own. |
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Social Service| | Workers on this job have work where they do things for other people. |
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Authority| | Workers on this job give directions and instructions to others. |
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Creativity| | Workers on this job try out their own ideas. |
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Career Values
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Working Conditions| | Occupations that satisfy this work value offer job security and good working conditions. Corresponding needs are Activity, Compensation, Independence, Security, Variety and Working Conditions. |
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Support| | Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical. |
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Achievement| | 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. |
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Relationships| | 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. |
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Recognition| | 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. |
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Independence| | Occupations that satisfy this work value allow employs to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy. |
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