Occupation Details
Billing and Posting Clerks
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.
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Interests
Social
Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.
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.
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.
Work Values
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.
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.
Independence
Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.
Salary & Job Outlook
Starting Salary
$36,490.00
New York StateMedian Salary
$49,080.00
New York StateExperienced Salary
$57,220.00
New York StateNational Average for Comparison
New York State Job Market Outlook
Jobs Right Now (2018)
33,540
professionals in NYFuture Job Growth (2030)
37,900
+436 jobs/yearNew Jobs Every Year
4,094
new opportunities yearlyGrowth Rate
0.1%
projected increasePreparation: Experience, Training, and Education
The list below outlines the prior educational experience required to perform in this occupation.
College Helps - Some college classes or training
Experience Requirements
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 Requirements
Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree.
Training Details
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.
Transferrable Skills and Experience
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.
School Programs
School Programs information is not available for this occupation.
Licensing & Certification
State License and Certifications Requirements are not currently associated with this occupation.
Skills
The list below includes the skills required by workers in this occupation; skills are what allow you to learn more quickly and improve your performance.
Reading Comprehension
Understanding written sentences and paragraphs in work-related documents.
Mathematics
Using mathematics to solve problems.
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.
Critical Thinking
Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Skill level is measured on a seven point scale, where one means 'some competence required for this occupation' and seven means 'a high level of expertise required for this occupation'.
Knowledge
The list below includes knowledge items, the principles and facts required by this occupation.
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.
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.
English Language
Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
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.
Computers and Electronics
Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
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.
Knowledge level is measured on a seven point scale, where one means 'some competence required for this occupation' and seven means 'a high level of expertise required for this occupation'.
Work Environment
The list below includes the physical and social factors that influence the nature of work in this occupation.
Hover over or tap each factor to see its description.
Work Styles
Included in the list below are the personal work style characteristics that can affect how well a worker is likely to perform in this occupation.
Attention to Detail
Job requires being careful about detail and thorough in completing work tasks.
Concern for Others
Job requires being sensitive to others' needs and feelings and being understanding and helpful on the job.
Cooperation
Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.
Dependability
Job requires being reliable, responsible, and dependable, and fulfilling obligations.
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.
Initiative
Job requires a willingness to take on responsibilities and challenges.
Integrity
Job requires being honest and ethical.
Persistence
Job requires persistence in the face of obstacles.
Self-Control
Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.
Stress Tolerance
Job requires accepting criticism and dealing calmly and effectively with high-stress situations.
Tools & Technology
This list below describes the machines, equipment, tools, software, and information technology that workers in this occupation will use.
Tools
- 10-key calculators
- Bookkeeping machines
- Check cancelling machines
- Check filing cabinets
- Check sorting machines
- Desktop computers
- Digital cameras
- Digital postal meters
- Envelope opening machines
- Envelope stuffers
- Handheld calculators
- Laser facsimile machines
- Magnetic ink character recognition MICR encoding machines
- Magnetic ink character recognition MICR printers
- Magnetic ink character recognition MICR readers
- Mechanical postal meters
- Microfilm cameras
- Paper collaters
- Paper folders
- Photocopiers
- Proof machines
- Scanners
Technology
- Accounting software
- Accuity EPICWare
- CAI Software Seasoft
- Check imaging software
- Check processing software
- Check sorting control software
- Customer relationship management CRM software
- Database software
- Desktop publishing software
- Epic Systems
- File management systems
- Fiserv PEP+ reACH
- GE Healthcare Centricity EMR
- Healthcare common procedure coding system HCPCS
- HelpIT Systems addressIT
- IBM Cognos Impromptu
Duties
Duties are job behaviors describing activities that occur on multiple jobs. The generalized and detailed work activities described in the list below apply to this occupation.
- sell products or services
- operate business machines
- operate business machines
- process mail through postage machine
- prepare cost estimates
- answer customer or public inquiries
- answer customer or public inquiries
- resolve customer or public complaints
- resolve customer or public complaints
- monitor operation of document sorting machine
- monitor operation of mail preparation or handling machines
- maintain account records
- maintain records, reports, or files
- maintain records, reports, or files
- prepare reports
- fill out business or government forms
- fill out business or government forms
- prepare billing statements
- type letters or correspondence
- complete patient bills
- maintain inventory of office forms
- maintain inventory of office forms
- prepare correspondence relating to financial discrepancies
- write business correspondence
- ensure correct grammar, punctuation, or spelling
- inspect outgoing mail for conformance to standards or accuracy
- examine documents for completeness, accuracy, or conformance to standards
- examine documents for completeness, accuracy, or conformance to standards
- use telephone communication techniques
- use telephone communication techniques
- use accounting terminology
- compute financial data
- maintain balance sheets
- compile data for financial reports
- compile data for financial reports
- process account invoices
- reconcile or balance financial records
- reconcile or balance financial records
- verify signatures for financial transactions
- examine financial documents to verify issue
- verify data from invoices to ensure accuracy
- detect discrepancies on records or reports
- detect discrepancies on records or reports
- obtain financial information from individuals
- use computers to enter, access or retrieve data
- use computers to enter, access or retrieve data
- use spreadsheet software
- use word processing or desktop publishing software
- use accounting or bookkeeping software
Tasks
The list below outlines specific tasks that a worker in this occupation is called upon to do regularly.
- Answer inquiries regarding rates, routing, or procedures.
- Compile reports of cost factors, such as labor, production, storage, and equipment.
- Create billing documents, shipping labels, credit memorandums, or credit forms.
- Perform general administrative tasks, such as answering telephones, scheduling appointments, and ordering supplies or equipment.
- Return checks to customers or retrieve checks returned to customers in error, adjusting accounts and answering inquiries about errors as necessary.
- Verify accuracy of billing data and revise any errors.
- Resolve discrepancies in accounting records.
- Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
- 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.
- Verify signatures and required information on checks.
- Keep records of invoices and support documents.
- 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.
- Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.
- 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.
- Compare previously prepared bank statements with canceled checks and reconcile discrepancies.
- Match statements with batches of canceled checks by account numbers.
- 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.
- Estimate market value of products or services.
- 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.
Learning Resources
More information on this occupation may be found in the links provided below.
Billing and posting clerks and machine operators
Visit this link for additional information on this career from the Occupational Outlook Handbook; a publication produced and maintained by the United States Department of Labor.
Learn MoreFinancial clerks (Intro)
Visit this link for additional information on this career from the Occupational Outlook Handbook; a publication produced and maintained by the United States Department of Labor.
Learn More