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Billing Specialist job description template

If you are hiring for this role, start here. This free template is our detailed definition of the position, with everything you need to find and hire the right person. Copy it, add your own requirements, and post it.

Free job description below
Median pay
$40,568per year, about $20 an hour
Range$22,500 to $53,500 a year
Hourly$11 to $26 an hour
EducationEntry-level Billing Specialists need a high school diploma or a GED.
Also calledAccounts Payable, Accounts Payable Clerk, Bookkeeper
DepartmentAccounting
The role

What is a Billing Specialist?

Billing Specialists are professionals who mainly work in insurance companies, healthcare facilities, or any other organization or company that provides services and products.

They are responsible for handling and maintaining all the paperwork related to billing customers and clients for the products or services they receive.

They create and manage invoices and check calculations to ensure no errors in the billing process.

Billing Specialists may also be tasked with resolving any issues that may arise between clients and the business.

What to screen for

The top Billing Specialist skills.

Five things separate a strong hire from a résumé that reads well. Use these as your scorecard criteria.

SkillWhy it matters
BillingBilling is an elementary skill for Billing Specialists. This skill represents the process of tracking and recording payments. Billing Specialists use their billing abilities to ensure clients are paying for services correctly. Billing also requires a thorough understanding of different types of transactions and payment processes.
Mathematical SkillsMathematical skills are useful for Billing Specialists because they help them calculate and record financial data. Mathematical proficiency also comes in handy when Billing Specialists interpret and analyze complex financial data and enter data into computer systems. In the end, math skills ensure the accuracy of financial transactions.
Attention to DetailAttention to detail is a skill Billing Specialists use to ensure the accuracy of their work. This includes reviewing clients’ accounts, forms, and records and making sure they have all the necessary information. Billing Specialists also have to double-check their work to ensure all information and processes are correct.
Problem-SolvingBilling Specialists use problem-solving skills when dealing with clients who have trouble with their accounts, invoices, or payment processes. Billing Specialists must identify and resolve clients’ issues and provide suitable solutions. Problem-solving skills are Billing Specialists’ ability to explain payment processes to clients and provide the necessary support.
OrganizationOrganization is one of the most vital skills for Billing Specialists that helps them keep track of their work and tasks. Billing Specialists typically have plenty of documents, files, spreadsheets, and other materials they use daily. Having top-notch organizational skills helps these professionals complete their tasks timely and accurately.
Free template

The job description, ready to post.

Copy it as written, or edit it until it sounds like your company. Both work.

Billing SpecialistAccounting · Free to use and edit

We are hiring an experienced Billing Specialist to join our financial department. As a Billing Specialist, you will be responsible for issuing invoices and preparing billing statements for clients. You will also track, receive, and sort incoming payments, process payments by updating clients’ accounts, and manage and update accounts receivable databases. In addition, you will manage and update documents, files, and other materials, as well as enter data into the computer billing system.

In this position, you will also be responsible for monitoring the status of accounts and balances to identify inconsistencies and errors and provide solutions to problems. A part of your job will be to provide customer service to clients by helping them with payment processes and informing them about outstanding debts and deadlines.

If you have exceptional mathematical, problem-solving, organizational, and communication skills, along with strong attention to detail, you are the perfect candidate for us!

Duties and responsibilities

  • Prepare billing statements and issue invoices for clients
  • Inform clients about outstanding debts and deadlines
  • Track, receive, and sort incoming payments
  • Process payments for clients by updating their accounts
  • Monitor the status of accounts and balances to identify inconsistencies or errors
  • Provide solutions to discrepancies and problems
  • Write and maintain accurate and thorough reports on billing activities
  • Manage and update the accounts receivable database
  • Prepare, maintain, and update billing documentation and enter data into the company’s computer systems

Requirements

  • Bachelor’s degree in accounting, finance, or business administration
  • Prior working experience as a Billing Specialist, Billing Analyst, or a similar position
  • Excellent knowledge of Microsoft Office and ERP Software
  • Experience dealing with numbers and strong mathematical skills
  • Knowledge of various billing, payment, and invoicing methods and processes
  • Exceptional attention to detail
  • Strong problem-solving abilities
  • Great organization
Add your pay range, benefits, and location before you post. Postings with a stated range get significantly more finished applications than the ones that leave it out.

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Copy it straight into your job board or ATS, or have it emailed to you with the interview questions for this role.

Education

Degree first, then the certification.

Entry-level Billing Specialists need a high school diploma or a GED.

However, companies and employers typically look for more qualified candidates with a Bachelor’s degree in accounting, finance, or business administration.

Additional education or training in healthcare administration or medical billing may be required for candidates who apply for a job in the healthcare sector.

Some of the relevant certifications are Certified Professional Biller (CPB) or Certified Medical Reimbursement Specialist (CMRS).

CPB

Certified Professional Biller

Demonstrates expertise in medical billing and coding practices.

AAPC
CMRS

Certified Medical Reimbursement Specialist

Validates knowledge in medical reimbursement processes and regulations.

AMBA
Treat these as a signal, not a requirement. Plenty of strong candidates come up through experience without one.
After the applications land

Sample interview questions for a Billing Specialist.

Once you have gathered the applications, work through these in order. Twelve questions across four areas, enough to tell your shortlist apart.

Personal
  • How would your previous team members describe you in a few lines?
  • What typically motivates you in life?
  • Are you more of an extrovert or an introvert?
Human Resources
  • In your opinion, what qualities should a Billing Specialist have?
  • What relevant working experience do you have in this field?
  • What are your salary expectations in the first year, if you get hired?
Management
  • How would you rate your numerical skills?
  • How do you stay organized and calm when you have a heavy workload?
  • Could you provide an example of when you successfully identified and solved an inconvenience regarding a payment?
Technical Skills and Knowledge
  • What is your experience using invoicing and database software?
  • If you could improve anything about current billing and payment processes, what would it be and why?
  • What would you do if you sent an invoice to the wrong client?
Pay

How much to pay when hiring.

Annual pay by percentile. Where you land depends on the size of the cycle they will own, and the 25th percentile is usually where a first analyst hire sits.

10th percentile$22,500
25th percentile$33,500
Median$40,568
75th percentile$45,000
90th percentile$53,500

Hourly equivalents run from $11 at the 10th percentile to $26 at the 90th.

Related job titles

Candidates may apply under a different name.

Post the title your industry uses and keep the rest of the description. These three roles overlap enough that the same posting usually reaches all of them.

Same work, different title

Three titles, one description.

Search behavior varies by industry, so the same job is advertised under several names. If you are unsure which one your candidates search for, run two titles and see which fills.

Accounts Payable

Accounts Payable Clerk

An Accounts Payable Clerk is a professional responsible for managing a company's financial obligations to vendors and suppliers.

$43,831 median

Bookkeeper

$50,573 median
Questions

Frequently asked questions.

Where do Billing Specialists work?

Billing Specialists most commonly work in healthcare facilities, such as doctor’s offices, hospitals, and clinics.

They can also work in insurance companies or any other company or organization that provides services.

Who do Billing Specialists report to?

Billing Specialists typically report to the Billing Supervisor or Billing Manager.

In the healthcare industry, they report to a Clinical Supervisor or Clinical Director.

What skills should Billing Specialists have?

Successful Billing Specialists should have outstanding numerical, mathematical, problem-solving, organizational, and computer skills, as well as strong attention to detail.

How much do Billing Specialists earn a year?

Billing Specialists earn between $22,500 and $53,500 per year.

More in finance

Other job description templates.

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Accounts Receivable

Accounts Receivable is a financial clerk who works in finance or administration departments in companies or business organizations.

$37,437 median

Accounts Payable Clerk

An Accounts Payable Clerk is a professional responsible for managing a company's financial obligations to vendors and suppliers.

$43,831 median

Bookkeeper

$50,573 median

Billing Coordinator

A Billing Coordinator is responsible for billing and invoicing customers for services provided.

$40,900 median

Billing Clerk

A billing clerk is a professional responsible for preparing, sending, and keeping track of bills or invoices for goods or services provided.

$41,629 median

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