Clerical worker job description
Updated March 14, 2024
8 min read
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Example clerical worker requirements on a job description
Clerical worker requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in clerical worker job postings.
Sample clerical worker requirements
- High school diploma or equivalent.
- Proficiency in Microsoft Office applications.
- Knowledge of office procedures and terminology.
- Excellent typing skills.
- Ability to multitask.
Sample required clerical worker soft skills
- Strong interpersonal skills.
- Attention to detail.
- Organizational ability.
- Professional demeanor.
- Excellent customer service skills.
Clerical worker job description example 1
Encore Rehabilitation Services clerical worker job description
Front Office/Receptionist
Job Description/Summary
PRIMARY FUNCTION
The Receptionist is a non-licensed worker who has completed an on-the-job training program. The primary function of the Receptionist is to perform office-related duties.
RESPONSIBLE FOR
Performing general clerical duties as well as daily patient charges and assisting with maintaining the efficient operation of the facility.
SPECIAL DEMANDS
Must be able to accept responsibility and respect authority. Must demonstrate good judgement and common sense. Willingness to work under pressure. Must be able to accept constructive criticism. Must be able to hold in confidence medical records of all patients. Must be able to work with individuals of all ages.
QUALIFICATIONS
EDUCATION: Must have completed the twelfth grade level of school.
EXPERIENCE: Background of secretary/receptionist work.
PRIMARY DUTIES
* Coordinates and schedules patients' appointments.
* Maintains all aspects of patient medical records, including scheduling 30-day re-evaluations and re-certifications for Medicare
* Records daily patient charges and assists with deposit.
* Tracking and collection of patient's deductibles and copayments.
* Performs general receptionist/secretarial duties such as answering phone, phone messages, filing, etc.
* Processes all dictation, copies and forwards to referring doctor to include Medicare recerts.
* Any other duties as assigned by the Office Manager/ Clinical Director.
RECEPTIONIST DUTIES
* ANSWERING PHONE: Answer phone before third ring using a pleasant voice state
"Good Morning/Afternoon, company name and who is speaking". If the person calling is trying to reach someone who is not available, always offer to take a message.
* NEW PATIENT: When new patients call to schedule appointments they should be given an appointment within 24-48 hours, if possible. Obtain patient's name, phone number, diagnosis, referring doctor, frequency and duration as stated on prescription and insurance information. Use new patient referral sheets to log this information. Call insurance company for verification of insurance, percentage of coverage for rehab services, deductible information and if this has been met and precert rehab services if required. If patient is workman's comp, then prior authorization for frequency and duration must be done prior to patient's first appointment. Fill out workman's comp authorization form, be sure and obtain a (employer's name, file or claim number, address) mail claims and length of authorization. Pre-cert workman's comp if indicated by adjuster and log precert information on bottom of workman's comp authorization form so future authorization will be easily noted to precert.
* CHECKING IN PATIENTS: Greet patients upon arrival and provide them with a sign in sheet. Always use patient's name when addressing them, if possible. Provide new patients with patient information sheet and either financial or workman's comp information sheet. Obtain rehab prescription and copy of insurance cards. Make patient's chart according to instructions in PATIENT CHARTS. Make up charge ticket for therapist inputting patient's name, date and therapist initials. Notify appropriate office personnel that patient is ready to be brought back for treatment.
* CHECKING OUT PATIENTS: have designated office personnel discuss patient's account, insurance coverage and inform them of their ESTIMATED portion of their bill. Set up payment schedule and have patient sign appropriate promissory note if applicable. Collect patient's co-payment daily. Schedule patient for next appointment.
* SCHEDULING PATIENTS: Schedule patients on a weekly/daily basis for their appointment times, trying to accommodate work schedules when necessary. Inform patient if they require specific appointment times to schedule their appointments early for the coming week. When scheduling patient for the next weeks appointments, ask if they have a return appointment with their physician and write 'Letter to Doctor" above their name on appointment book prior to M.D. visit
Job Description/Summary
PRIMARY FUNCTION
The Receptionist is a non-licensed worker who has completed an on-the-job training program. The primary function of the Receptionist is to perform office-related duties.
RESPONSIBLE FOR
Performing general clerical duties as well as daily patient charges and assisting with maintaining the efficient operation of the facility.
SPECIAL DEMANDS
Must be able to accept responsibility and respect authority. Must demonstrate good judgement and common sense. Willingness to work under pressure. Must be able to accept constructive criticism. Must be able to hold in confidence medical records of all patients. Must be able to work with individuals of all ages.
QUALIFICATIONS
EDUCATION: Must have completed the twelfth grade level of school.
EXPERIENCE: Background of secretary/receptionist work.
PRIMARY DUTIES
* Coordinates and schedules patients' appointments.
* Maintains all aspects of patient medical records, including scheduling 30-day re-evaluations and re-certifications for Medicare
* Records daily patient charges and assists with deposit.
* Tracking and collection of patient's deductibles and copayments.
* Performs general receptionist/secretarial duties such as answering phone, phone messages, filing, etc.
* Processes all dictation, copies and forwards to referring doctor to include Medicare recerts.
* Any other duties as assigned by the Office Manager/ Clinical Director.
RECEPTIONIST DUTIES
* ANSWERING PHONE: Answer phone before third ring using a pleasant voice state
"Good Morning/Afternoon, company name and who is speaking". If the person calling is trying to reach someone who is not available, always offer to take a message.
* NEW PATIENT: When new patients call to schedule appointments they should be given an appointment within 24-48 hours, if possible. Obtain patient's name, phone number, diagnosis, referring doctor, frequency and duration as stated on prescription and insurance information. Use new patient referral sheets to log this information. Call insurance company for verification of insurance, percentage of coverage for rehab services, deductible information and if this has been met and precert rehab services if required. If patient is workman's comp, then prior authorization for frequency and duration must be done prior to patient's first appointment. Fill out workman's comp authorization form, be sure and obtain a (employer's name, file or claim number, address) mail claims and length of authorization. Pre-cert workman's comp if indicated by adjuster and log precert information on bottom of workman's comp authorization form so future authorization will be easily noted to precert.
* CHECKING IN PATIENTS: Greet patients upon arrival and provide them with a sign in sheet. Always use patient's name when addressing them, if possible. Provide new patients with patient information sheet and either financial or workman's comp information sheet. Obtain rehab prescription and copy of insurance cards. Make patient's chart according to instructions in PATIENT CHARTS. Make up charge ticket for therapist inputting patient's name, date and therapist initials. Notify appropriate office personnel that patient is ready to be brought back for treatment.
* CHECKING OUT PATIENTS: have designated office personnel discuss patient's account, insurance coverage and inform them of their ESTIMATED portion of their bill. Set up payment schedule and have patient sign appropriate promissory note if applicable. Collect patient's co-payment daily. Schedule patient for next appointment.
* SCHEDULING PATIENTS: Schedule patients on a weekly/daily basis for their appointment times, trying to accommodate work schedules when necessary. Inform patient if they require specific appointment times to schedule their appointments early for the coming week. When scheduling patient for the next weeks appointments, ask if they have a return appointment with their physician and write 'Letter to Doctor" above their name on appointment book prior to M.D. visit
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Clerical worker job description example 2
PeopleReady clerical worker job description
PeopleReady of Santa Barbara, CA is now hiring Clerical Workers! Clerical Workers help customers with complaints and questions, give customers information about products and services, take orders, and process returns. By helping customers understand the product and answering questions about their reservations, they are sometimes seen as having a role in sales!
Apply today and you could start as soon as tomorrow. No resume or interview required – yep, you read that right.
As a PeopleReady associate you'll benefit from:
* The freedom to work where you want, when you want and as often as you want.
* Next-day pay* for many of our open positions.
* The ability to choose long-term positions for steady work or short-term positions if you just want some extra cash.
* The ability to sign up for jobs right from our mobile app, JobStack!
Pay Rate:
The pay rate for this job is $16 - $18 / Hour.
What you'll be doing as a General Laborer:
* Serves customers by providing product and service information and resolving product and service problems.
* Maintains customer records by updating account information.
* Resolves product or service problems by clarifying the customer complaint, determining the cause of the problem, selecting and explaining the best solution to solve the problem, expediting correction or adjustment, and following up to ensure resolution.
* Maintains financial accounts by processing customer adjustments.
* Recommends potential products or services to management by collecting customer information and analyzing customer needs.
Available shifts:
Shift timings - All Available
Job requirements:
* Must be efficient and reliable.
* Computer knowledge.
* Excellent customer service.
* Must be able to communicate well with others and take good notes.
* Ability to handle questions and issues in a professional and friendly manner.
* Will be taking inbound and making outbound calls to our drivers/clients/customers.
* Will be doing reports, filing information, learning new systems.
*
Very fast paced environment, so attention to detail is a must.
Ready to take control of the way you work?
Complete our application to join the PeopleReady team today. In case you missed it, no resumes or interviews are required!
\#EVER650C
PeopleReady is an equal opportunity employer, and we value diversity. We do not discriminate based on race, religious affiliation, color, national origin, gender, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other basis protected by law. We will get to know you and connect you with jobs that match your skills, experience and preferences. We work hard every single day to find jobs so each employee has opportunity and variety in their work.
Apply today and you could start as soon as tomorrow. No resume or interview required – yep, you read that right.
As a PeopleReady associate you'll benefit from:
* The freedom to work where you want, when you want and as often as you want.
* Next-day pay* for many of our open positions.
* The ability to choose long-term positions for steady work or short-term positions if you just want some extra cash.
* The ability to sign up for jobs right from our mobile app, JobStack!
Pay Rate:
The pay rate for this job is $16 - $18 / Hour.
What you'll be doing as a General Laborer:
* Serves customers by providing product and service information and resolving product and service problems.
* Maintains customer records by updating account information.
* Resolves product or service problems by clarifying the customer complaint, determining the cause of the problem, selecting and explaining the best solution to solve the problem, expediting correction or adjustment, and following up to ensure resolution.
* Maintains financial accounts by processing customer adjustments.
* Recommends potential products or services to management by collecting customer information and analyzing customer needs.
Available shifts:
Shift timings - All Available
Job requirements:
* Must be efficient and reliable.
* Computer knowledge.
* Excellent customer service.
* Must be able to communicate well with others and take good notes.
* Ability to handle questions and issues in a professional and friendly manner.
* Will be taking inbound and making outbound calls to our drivers/clients/customers.
* Will be doing reports, filing information, learning new systems.
*
Very fast paced environment, so attention to detail is a must.
Ready to take control of the way you work?
Complete our application to join the PeopleReady team today. In case you missed it, no resumes or interviews are required!
\#EVER650C
PeopleReady is an equal opportunity employer, and we value diversity. We do not discriminate based on race, religious affiliation, color, national origin, gender, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other basis protected by law. We will get to know you and connect you with jobs that match your skills, experience and preferences. We work hard every single day to find jobs so each employee has opportunity and variety in their work.
Dealing with hard-to-fill positions? Let us help.
Clerical worker job description example 3
ISD Group clerical worker job description
PROFESSIONAL RESPONSIBILITIES:
* Maintain accurate records
* Communicate with families and public
* Contribute to the school and district
* Grow and develop professionally
* Show professionalism
* Maintain Confidentiality
KNOWLEDGE:
* Customer service principles
* English language, grammar, and punctuation
* Recordkeeping principles
* Keyboarding techniques
* Filing principles and practices
* Modern office procedures, methods, and equipment
* Meeting and/or special event scheduling techniques
* Basic report preparation techniques
SKILLS:
* Using computers and related software applications
* Providing customer service
* Using modern office equipment
* Maintaining records and files
* Filing
* Scheduling and coordinating special events and meetings
* Keyboarding
* Communication, interpersonal skills as applied to interaction with coworkers, supervisor, the general public, etc., sufficient to exchange or convey information and to receive work direction
ESSENTIAL DUTIES:
* Performs various routine clerical duties; utilizing standard office equipment, to include: screening incoming calls, taking and transmitting messages, maintaining calendars, making photocopies, faxing documents, typing, requisitioning supplies, and monitoring and restocking office supplies and materials
* Processes, receives, sorts, and distributes a variety of correspondence, deliveries, and mail
* Schedules meetings and/or special events, which includes: preparing and disseminating invitations, meeting announcements, and notices, assembling applicable materials, scheduling rooms, receiving attendance confirmations, and/or performing other related activities
* Enters information into applicable databases and/or other computerized systems to collect and maintain records and information in assigned area of responsibility
* Files documents alphabetically, numerically, or by other prescribed methods
* Assists with tracking a variety of fiscal information, which may include: grants, credit card purchases, petty cash, expenditures, deposits, cash sales, and/or other related items
* Responds to requests for information from the general public; answers routine questions; directs callers to appropriate internal departments and/or external organizations
* Other duties as assigned
PHYSICAL FACTORS:
* Frequent: walking, standing, sitting, hearing, talking, and seeing
* Light Work: exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or negligible amount of force constantly to move objects
_All Employees_ of Saint Cloud School District 742 are responsible to support District goals, to work collaboratively and respectfully with diverse populations of staff, students and parents and to model and promote a welcoming working and learning environment. Employees are expected to support and adapt to change and to demonstrate commitment to continuous performance improvement. Employees are responsible to establish and maintain effective communication with students, teachers, support staff, colleagues and parents, respect confidential matters, encourage a safe and secure environment throughout the District, and to be dependable and accountable in the performance of their work.
It is the prerogative of the District to assign staff so as to best meet the needs of the District.
Job Type: Full-time
Pay: $15.65 - $18.07 per hour
Benefits:
* Dental insurance
* Employee assistance program
* Employee discount
* Health insurance
* Life insurance
* Paid time off
* Retirement plan
* Vision insurance
Schedule:
* Day shift
* Monday to Friday
Supplemental pay types:
* Bonus pay
COVID-19 considerations:
Masks optional
Work Location: One location
* Maintain accurate records
* Communicate with families and public
* Contribute to the school and district
* Grow and develop professionally
* Show professionalism
* Maintain Confidentiality
KNOWLEDGE:
* Customer service principles
* English language, grammar, and punctuation
* Recordkeeping principles
* Keyboarding techniques
* Filing principles and practices
* Modern office procedures, methods, and equipment
* Meeting and/or special event scheduling techniques
* Basic report preparation techniques
SKILLS:
* Using computers and related software applications
* Providing customer service
* Using modern office equipment
* Maintaining records and files
* Filing
* Scheduling and coordinating special events and meetings
* Keyboarding
* Communication, interpersonal skills as applied to interaction with coworkers, supervisor, the general public, etc., sufficient to exchange or convey information and to receive work direction
ESSENTIAL DUTIES:
* Performs various routine clerical duties; utilizing standard office equipment, to include: screening incoming calls, taking and transmitting messages, maintaining calendars, making photocopies, faxing documents, typing, requisitioning supplies, and monitoring and restocking office supplies and materials
* Processes, receives, sorts, and distributes a variety of correspondence, deliveries, and mail
* Schedules meetings and/or special events, which includes: preparing and disseminating invitations, meeting announcements, and notices, assembling applicable materials, scheduling rooms, receiving attendance confirmations, and/or performing other related activities
* Enters information into applicable databases and/or other computerized systems to collect and maintain records and information in assigned area of responsibility
* Files documents alphabetically, numerically, or by other prescribed methods
* Assists with tracking a variety of fiscal information, which may include: grants, credit card purchases, petty cash, expenditures, deposits, cash sales, and/or other related items
* Responds to requests for information from the general public; answers routine questions; directs callers to appropriate internal departments and/or external organizations
* Other duties as assigned
PHYSICAL FACTORS:
* Frequent: walking, standing, sitting, hearing, talking, and seeing
* Light Work: exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or negligible amount of force constantly to move objects
_All Employees_ of Saint Cloud School District 742 are responsible to support District goals, to work collaboratively and respectfully with diverse populations of staff, students and parents and to model and promote a welcoming working and learning environment. Employees are expected to support and adapt to change and to demonstrate commitment to continuous performance improvement. Employees are responsible to establish and maintain effective communication with students, teachers, support staff, colleagues and parents, respect confidential matters, encourage a safe and secure environment throughout the District, and to be dependable and accountable in the performance of their work.
It is the prerogative of the District to assign staff so as to best meet the needs of the District.
Job Type: Full-time
Pay: $15.65 - $18.07 per hour
Benefits:
* Dental insurance
* Employee assistance program
* Employee discount
* Health insurance
* Life insurance
* Paid time off
* Retirement plan
* Vision insurance
Schedule:
* Day shift
* Monday to Friday
Supplemental pay types:
* Bonus pay
COVID-19 considerations:
Masks optional
Work Location: One location
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Updated March 14, 2024
Updated March 14, 2024