Account Clerk Job Description
Account Clerk Duties & Responsibilities
To write an effective account clerk job description, begin by listing detailed duties, responsibilities and expectations. We have included account clerk job description templates that you can modify and use.
Sample responsibilities for this position include:
Account Clerk Qualifications
Qualifications for a job description may include education, certification, and experience.
Education for Account Clerk
Typically a job would require a certain level of education.
Employers hiring for the account clerk job most commonly would prefer for their future employee to have a relevant degree such as Associate and Bachelor's Degree in Business, Accounting, Associates, Education, Finance, General Education, Business/Administration, Bookkeeping, Technical, Accountancy
Skills for Account Clerk
Desired skills for account clerk include:
Desired experience for account clerk includes:
Account Clerk Examples
Account Clerk Job Description
- Negotiate and establish installment payment plans
- Track customer complaints and disputes to ensure issues have been resolved
- Coordinate or conduct telephone calls and send letters to debtors to effect collection of delinquent accounts
- Coordinate with Financial Aid and Registration offices to refer students who have disputes and follow up until resolved
- Act as backup to other collection clerk
- Responds to routine Payroll questions
- Reviews and enters receipt dates of W4 forms in the HRIS system
- Forwards accurately completed W4 and direct deposit forms to the Central Payroll Bureau
- Returns incomplete or inaccurate forms to department
- Receives and forwards pay advance requests and check stop payment/reissue requests to appropriate recipient
- Good knowledge of DDA, SRF, OARS, BESS,BVI, STORQM, ITRACS, On-Demand, IRIS
- Good knowledge of PCs, Excel and Microsoft software
- High level of motivation, initiative, creativity, and professionalism
- Ability to effectively balance interruptions and multiple / varied tasks, handle confidential information with discretion
- Must be creative, thorough, and professional
- Knowledge of general office machines (photo copier, fax machines, microfiche ) preferred
Account Clerk Job Description
- Complete final audit on travel expense reports using the Concur Travel & Expense system
- Travel arrangements – Prepare travel forms- this includes researching prices and availability for airfare, hotels, and conference information
- Assist travelers with preparation of Travel requests or Expense reports in the Concur Travel & Expense system
- Assists with payroll pre-confirm and confirm activities, such as running queries, verifying data entry, and similar tasks
- Participate in a project and perform checking of account opening documents
- Handle corporate account opening related tasks
- Support administrative works in the team
- Image documents for retention purposes
- Manipulate and enter data in various systems and databases
- Back-up for the receptionist to answer and redirect phone calls
- 1-2 years’ experience in Accounts Receivable section is preferred
- Proficiency in MS Excel and Word is necessary
- Proficiency with computer and common business software (Microsoft Excel, Outlook, and Word)
- Skills in performing detailed payroll operations including auditing payroll forms, pay calculations, reconciling errors, Skills in performing detailed auditing of pre-employment documents, , position title, position code, appropriate signatures, Skills in designing spreadsheets
- Cyma
- Excellent analytical, interpersonal, and oral/written communication skills
Account Clerk Job Description
- Counsel students and parents about verification procedures
- Perform other duties and assume other responsibilities as apparent or as delegated by the Underwriting Manager
- Obtain documents and information needed to prepare an underwriting submission file
- Compile and summarize pertinent data to assist underwriters in the review and evaluation of submissions
- Complete a variety of day-to-day client service transactions, including policy endorsements, certificates, binders, cancellations, or other tasks as needed
- Assist underwriters in carrying out their essential duties and responsibilities to enhance the overall performance of the team through utilization of the systems and guidelines as provided
- Develop and maintain positive and constructive working relationships with underwriters, marketing professionals, brokers, and policy operations to provide high quality service to clients
- Complete a variety of underwriting projects at the direction of the Underwriting Manager or Underwriting Director
- Answers high volume of phone calls and email requests from customers, branches and other institutions
- Reviews and researches a variety of errors such as encoding errors, double posted items, bond discrepancies, late claims, and missing deposits
- Bachelor’s in commerce
- Knowledge of Hospital Billing Systems
- Must be detail-oriented, observant for errors, organized, self-motivated, persistent, and able to work independently
- Ability to spell
- Ability to use office equipment such as keyboard, ten-key, fax, copier
- Ability to learn a number types of software packages
Account Clerk Job Description
- Oversee the gleaning process during the gleaning season (May-November) to insure gleaning partners have gleaned on their scheduled days and have the support system needed to perform the gleaning
- Provide direct customer service for students by collecting fees and providing information on accounts
- File claims with appropriate documentation attached
- Pursue, maintain, and communicate payor coverage/guideline changes/updates
- Process all incoming and outgoing correspondence as assigned
- Verify, adjust, and update Accounts Receivable (A/R) according to correspondence received from insurance company
- Help facilitate interoffice communication on error and denial trends
- Initiate the review/appeals process on disputed claims
- Research credit balances and initiate refunds as required
- Document all activity in customer's computer account
- Must have good customer service skills, interpersonal communication skills and teamwork skills
- Must have very good organization skills and be very detail-oriented
- Must have very good analysis and problem solving skills
- Must be comfortable utilizing the web
- Must be able to work with minimal supervision on daily tasks and complete work within deadlines
- Must be highly organized and handle multiple projects
Account Clerk Job Description
- Tax adjustments for Staff Development and Student Fee Authorization
- Timely review and approval of expense reports through the University’s Concur system in compliance with appropriate guidelines, available funding, and appropriateness of expenses
- Experience with Windows-based word processing and spreadsheet software (Microsoft Office)
- Ability to accurately interpret contract data
- Review, post and balance ledgers and other documents
- Conduct and maintain inventory of stores, equipment and supplies
- Compile and process payment and/or requisitions for various financial transactions
- Prepare worksheet, financial charges and invoices, issue and maintain records of parking permits
- Prepare special checks
- Ability to perform monthly reconciliations of project expenses to multiple supporting systems (such as, Payroll Invoices, Agreements)
- Position requires to lift/carry folders/boxes, weighing 15 to 44 pounds including using the upper body to raise objects from a lower position to a higher position on an occasional and non-essential basis
- Knowledge of annual budget, offer letter, pay calculations, expenditure reports, and forecasts
- Ability to adapt to change and take independent action
- Post secondary or above in education
- A good team player, customer focused and detail-oriented
- Associate’s degree or commensurate education and/or work experience in an office environment