Account Clerk Job Description

Account Clerk Job Description

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Account clerk provides tactical management for teams and individuals as related to general accounting to include the following: billing, reporting and analysis, policy review and development, auditing, and coordinating, implementing, and streamlining processes and accounting systems.

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:

Act as Subject Matter expert - develop and maintain working knowledge of university collection policies and procedures to provide services to debtor and departmental customers
Assist in maintaining policies and procedures related to Collection
Resolve any query issues according to defined policies and procedures liaising as necessary with internal and external parties
Clerical Support- Address all issues that are communicated to PWI office with very minimum supervision
Assist Post Doc Researchers with scheduling data collection, calling vendors for quotes, helping with PowerPoint presentations
Provide a variety of general clerical services, including filing, typing, printing and copying
When necessary initiate purchases
Responsible for collection functions of accounts of international students billed through Student Information System
Develop and maintain working knowledge of federal and state credit and collections law and privacy acts
Active member of Account Collection Strategy Workgroup

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:

Methods
Procedures
SAP
Accounting
Microsoft Excel and Word
Practices
Billing history
Bookkeeping and accounting principles
General office practices
Automated accounting systems

Desired experience for account clerk includes:

Must be able to handle interruptions, balance multiple and varied tasks, and handle confidential information with discretion
Must be adaptable to constantly varying work environments and daily supervision
Working knowledge complex computer office applications, technical data, spreadsheets, charts, equations, formulas, T-codes
Preference will be given to OPWDD employees impacted by closures
All OPWDD employees must be eligible and maintain eligibility for full and unconditional participation in the Medicare and Medicaid programs
Computer skills required – Microsoft Word, Excel and Outlook preferred

Account Clerk Examples

1

Account Clerk Job Description

Job Description Example
Our growing company is hiring for an account clerk. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for account clerk
  • 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
Qualifications for account clerk
  • 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
2

Account Clerk Job Description

Job Description Example
Our company is searching for experienced candidates for the position of account clerk. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for account clerk
  • 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
Qualifications for account clerk
  • 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
3

Account Clerk Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of account clerk. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for account clerk
  • 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
Qualifications for account clerk
  • 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
4

Account Clerk Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of account clerk. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for account clerk
  • 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
Qualifications for account clerk
  • 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
5

Account Clerk Job Description

Job Description Example
Our company is growing rapidly and is looking for an account clerk. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for account clerk
  • 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)
Qualifications for account clerk
  • 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

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