What does a billing representative do?
A billing representative assists with the overall operations of the organization's billing department. Billing representatives post payments timely on the database, update account statements, generate financial reports, release invoices, and resolve account discrepancies. They also perform client accounts reconciliation as needed, monitor account receivables, review overdated balance, and notify clients of payment updates to ensure accurate and timely billing. A billing representative must have strong analytical and communication skills to manage clients' accounts, as well as comprehensive knowledge on the accounting industry to explain the payment terms and policies of an organization to a client.
Billing representative responsibilities
Here are examples of responsibilities from real billing representative resumes:
- Manage software programs for MSP accounts, monthly billing and EMC file transfers to Medicare.
- Accept and process healthcare claims and confidential medical records; verify patient eligibility and manage the Medicare and Medicaid billing process.
- Process orders in compliance with Medicare, Medicaid and private insurance verification guidelines; confirming customer's eligibility and insurance coverage.
- Verify insurance eligibility for schedule appointments, and verify cash pricing for private pay patients who request cost by CPT code.
- Submit and receive Medicare and Medicaid claims electronically on a daily basis.
- Utilize extensive computer skills and coding knowledge to produce and submit physical therapy and occupational therapy claims through medicaid and medicare.
- Process and research medical codes utilizing ICD-9-CM, CPT, and HCPCS.
- Perform coding, EDI billing, calling insurance companies on rates and contracts.
- Direct Medicare contact, with revision and resubmission of inaccurate claims submit via EDI and paper.
- Research and enter ICD-9 codes along with customer insurance information to enable the accurate and timely billing of laboratory services
- Respond to physician inquiries regarding CPT codes and cost of laboratory tests, allowing physicians to accommodate the patient financial concerns.
- Work with numerous EMR systems to accurately identify underpayments trends.
- Maintain employee confidence and protect payroll operations by keeping information confidential.
- Identify and recommend process improvements in hospital-to-patient communication of ICD-9 coding-change protocol.
- Post confidential medical information and documents into patient files, observing HIPAA regulations.
Billing representative skills and personality traits
We calculated that 18% of Billing Representatives are proficient in Patients, Customer Service, and Data Entry. They’re also known for soft skills such as Math skills, Organizational skills, and Communication skills.
We break down the percentage of Billing Representatives that have these skills listed on their resume here:
- Patients, 18%
Handled heavy incoming calls from patients and Insurance companies, effectively answering questions and resolving problems to ensure customer satisfaction.
- Customer Service, 13%
Contacted physician offices and patients to resolve problematic accounts, exceeding job performance standards for customer service skills and productivity.
- Data Entry, 6%
Operated various data entry terminals and automated data systems to record and verify billing/accounts receivable information.
- Medical Billing, 5%
Work closely with teams of co-representatives to make sure guidelines are followed and requirements met regarding medical billing and insurance settlements.
- Medicaid, 5%
Ensured accuracy of billing information and payment, corrected account balances in accordance with Medicaid disposition using Medicaid remittance advice.
- Patient Accounts, 4%
Tasked with receiving payments electronically and physically using TrustCommerce and remote deposit capture, then posting payments to patient accounts.
Common skills that a billing representative uses to do their job include "patients," "customer service," and "data entry." You can find details on the most important billing representative responsibilities below.
Math skills. The most essential soft skill for a billing representative to carry out their responsibilities is math skills. This skill is important for the role because "the job duties of financial clerks includes calculating charges and updating financial records." Additionally, a billing representative resume shows how their duties depend on math skills: "provided monthly accounts receivable statistics to management regarding follow up and appeals. "
Organizational skills. Many billing representative duties rely on organizational skills. "financial clerks must be able to arrange files so they can find them quickly and efficiently.," so a billing representative will need this skill often in their role. This resume example is just one of many ways billing representative responsibilities rely on organizational skills: "required a lot of organizational skills, knowledge of insurances and customer service. "
Communication skills. Another skill that relates to the job responsibilities of billing representatives is communication skills. This skill is critical to many everyday billing representative duties, as "financial clerks should be able to explain policies and procedures to colleagues and customers." This example from a resume shows how this skill is used: "reviewed denied insurance claims along with daily communication with wc adjusters and nurse case managers. "
The three companies that hire the most billing representatives are:
- The Cincinnati Insurance Companies60 billing representatives jobs
- Trinity Health47 billing representatives jobs
- Canon26 billing representatives jobs
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Compare different billing representatives
Billing representative vs. Medical billing clerk
A medical billing clerk is primarily in charge of processing payments and creating billing arrangements in clinics and hospitals. Among their responsibilities include gathering and verifying patient identification, handling insurance information, coding, updating databases, and maintaining records. It is also their responsibility to assist patients by filling out forms, answering their inquiries, and referring them to other services. Moreover, a medical billing clerk must monitor patient accounts and follow-up on delinquent patient accounts, coordinating with collection agencies as needed.
These skill sets are where the common ground ends though. The responsibilities of a billing representative are more likely to require skills like "cpt," "outbound calls," "accounts receivables," and "billing inquiries." On the other hand, a job as a medical billing clerk requires skills like "healthcare," "cpt-4," "patient appointments," and "patient insurance." As you can see, what employees do in each career varies considerably.
Medical billing clerks really shine in the health care industry with an average salary of $34,137. Comparatively, billing representatives tend to make the most money in the technology industry with an average salary of $35,295.medical billing clerks tend to reach similar levels of education than billing representatives. In fact, medical billing clerks are 0.8% less likely to graduate with a Master's Degree and 0.0% more likely to have a Doctoral Degree.Billing representative vs. Billing analyst
A billing analyst is responsible for supporting the operations of an accounting department, evaluating and issuing invoices, and analyzing the financial transactions of the company. Billing analysts assist with creating financial statements and reports, managing billing discrepancies, updating recent account statements on the company's database, and checking the accuracy of balance sheets. A billing analyst must have excellent analytical skills, as well as the knowledge of the accounting principles, performing account reconciliations, processing receivables, and tracking clients' billing statements.
Each career also uses different skills, according to real billing representative resumes. While billing representative responsibilities can utilize skills like "medical billing," "medical terminology," "appeals," and "icd-10," billing analysts use skills like "strong analytical," "reconciliations," "powerpoint," and "excellent time management."
Billing analysts may earn a higher salary than billing representatives, but billing analysts earn the most pay in the finance industry with an average salary of $73,956. On the other hand, billing representatives receive higher pay in the technology industry, where they earn an average salary of $35,295.billing analysts earn similar levels of education than billing representatives in general. They're 4.5% more likely to graduate with a Master's Degree and 0.0% more likely to earn a Doctoral Degree.Billing representative vs. Customer service representative
Customer service representatives are the first point of contact of the customers, acting as the frontiers of the company and help in driving customer loyalty and retention by leaving a great impression and resolving all of their concerns. They accommodate customer queries by providing useful and comprehensive information about any products or services. Some would use that as an opportunity to market and promote more sales. The most challenging issues they use to handle are customer complaints and processing of refunds and returns. They also assist in basic troubleshooting or accounts and payment setup with the use of specific guidelines or step by step procedures. At most, they help and solve customer issues on their own, but sometimes they would need support from supervisors or other departments.
The required skills of the two careers differ considerably. For example, billing representatives are more likely to have skills like "medical billing," "patient accounts," "medical terminology," and "cpt." But a customer service representative is more likely to have skills like "cleanliness," "pos," "sales floor," and "home health."
Customer service representatives earn the highest salary when working in the insurance industry, where they receive an average salary of $34,074. Comparatively, billing representatives have the highest earning potential in the technology industry, with an average salary of $35,295.Most customer service representatives achieve a similar degree level compared to billing representatives. For example, they're 0.7% less likely to graduate with a Master's Degree, and 0.1% less likely to earn a Doctoral Degree.Billing representative vs. Account services representative
An account services representative is responsible for responding to the customers' inquiries and concerns regarding their financial accounts and statements. Account services representatives also offer new products and services from the financial institution, handling customers' complaints, assist in developing marketing strategies and promotional offers, and identify business opportunities to generate more revenues and attract potential clients. An account services representative must have excellent communication and customer service skills, processing their financial transactions, and resolve billing discrepancies.
Even though a few skill sets overlap between billing representatives and account services representatives, there are some differences that are important to note. For one, a billing representative might have more use for skills like "customer service," "medical billing," "medical terminology," and "cpt." Meanwhile, some responsibilities of account services representatives require skills like "customer satisfaction," "work ethic," "technical support," and "customer support. "
In general, account services representatives earn the most working in the automotive industry, with an average salary of $36,248. The highest-paying industry for a billing representative is the technology industry.In general, account services representatives hold similar degree levels compared to billing representatives. Account services representatives are 1.1% more likely to earn their Master's Degree and 0.1% more likely to graduate with a Doctoral Degree.Types of billing representative
Updated January 8, 2025
