Billing Clerk

LEGACY HEALTHCARE MANAGEMENT

Title:  Billing Clerk

Reports to: Billing Supervisor

Effective Date:  05.01.2023 Review Date:    08.13.2026

Position Summary: 

As a billing clerk, you must be accurate and reliable in handling accounts and documents. A high degree of organizational ability is essential due to the great amount of financial information. Since you will be using technology to expedite your work, a degree of computer knowledge is required.  The goal is to contribute to the accurate preparation of bills receivable and safeguard the company’s income.

Core Responsibilities:

• Send invoices and account updates to clients

• Keep an accurate record of client accounts and outstanding balances

• Receive, sort, and track incoming payments

• Validate debit accounts to ensure the credibility of payments

• Issue receipts for received payments

• Address and solve client questions and issues

• Securely handle client data and payment information

• Provide regular, accurate reports of billing data

• Manage account balances to discover outstanding debts or other inconsistencies

• Collect all information needed to calculate bills receivable (order amounts, discount rates etc.)

• Check the data input in the accounting system to ensure accuracy of final bill

• Issue invoices and bills and send them to customers through various channels (mail, e-mail etc.)

• Issue customer account statements periodically or whenever necessary

• Receive payments through various methods (cash, online payments etc.) and check for credibility

• Send reminders for payments and contact customers when assigned

• Update accounting records with new payments, balances, customer information etc.

• Answer questions and handle complaints from customers regarding bills

• Report on activity to upper management

Minimum Qualifications:

• Proven experience as billing clerk or general accounting experience

• Adherence to laws and confidentiality guidelines

• Proficient in MS Office (especially Excel); Working knowledge of relevant software (e.g. Quickbooks) will be appreciated

• Good organizational skills

• Excellent communication skills

• High school diploma; further education will be a plus