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Billing, Cost, and 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.

    Work Activities
    • 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.
    • Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.
    • Operate typing, adding, calculating, or billing machines.
    • Answer mail or telephone inquiries regarding rates, routing, or procedures.
    • Resolve discrepancies in accounting records.
    • Type billing documents, shipping labels, credit memorandums, or credit forms, using typewriters or computers.
    • Contact customers to obtain or relay account information.
    • Review documents, such as purchase orders, sales tickets, charge slips, or hospital records, to compute fees or charges due.
    • Keep records of invoices and support documents.
    • 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.
    • Update manuals when rates, rules, or regulations are amended.
    • Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services.
    • Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.
    • Review compiled data on operating costs and revenues to set rates.
    • Compile reports of cost factors, such as labor, production, storage, or equipment.
    • Estimate market value of products or services.
    Skills
    • 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.

    • Speaking

      Talking to others to convey information effectively.

    • Reading Comprehension

      Understanding written sentences and paragraphs in work related documents.

    WorkKeys®
    Applied Math
    4
    Workplace Documents
    5
    Graphic Literacy
    5
    Abilities
    • Oral Comprehension

      The ability to listen to and understand information and ideas presented through spoken words and sentences.

    • Oral Expression

      The ability to communicate information and ideas in speaking so others will understand.

    • Speech Recognition

      The ability to identify and understand the speech of another person.

    Knowledge
    • 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.

    • English Language

      Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

    • 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.

    Career Video
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    Pay
    • Ohio Annual Salary $36,650/yr
    • Typical Salary
    • Ohio Hourly Wage $17.62/hr
    • Typical Hourly Wage
    Ohio Employment Trends
    • Currently Employed 21,640
    • Yearly Projected Openings 2,480
    Typical Education
    Personality
    Conventional: People interested in this work like activities that include data, detail, and regular routines. They do well at jobs that need:
    • Integrity
    • Attention to Detail
    • Dependability
    • Cooperation
    • Stress Tolerance
    • Independence
    Tools
    • Scanners
    • Photocopiers
    • Laser fax machine
    • Desktop computers
    • Accounting machines
    Technology
    • Word processing software
    • Medical software
    • Financial analysis software
    • Enterprise resource planning ERP software
    • Accounting software
    Tags
    • InDemand occupations are considered a priority by the state of Ohio.
    • Bright Outlook occupations will grow rapidly in the next few years, have a large number of openings, or are new and emerging careers.