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Insurance billing clerk skills for your resume and career

Updated January 8, 2025
5 min read
Quoted experts
Jill Bisco Ph.D., CIC, CRM, CPRM, CSRM,
Li Zhang Ph.D.
Below we've compiled a list of the most critical insurance billing clerk skills. We ranked the top skills for insurance billing clerks based on the percentage of resumes they appeared on. For example, 27.6% of insurance billing clerk resumes contained patients as a skill. Continue reading to find out what skills an insurance billing clerk needs to be successful in the workplace.

15 insurance billing clerk skills for your resume and career

1. Patients

Here's how insurance billing clerks use patients:
  • Communicate with patients and keep them informed of their liabilities during office/insurance transactions.
  • Obtained and documented medical insurance information from new and existing patients.

2. Scheduling Appointments

Scheduling appointments is the practice of finding a free slot with the person(s) you want to meet. The process of scheduling appointments involves finding mutually free time, negotiating follow-ups, sending reminders, and creating new appointments. Scheduling appointments is important to ensure that the timings of consecutive meetings do not clash with each other.

Here's how insurance billing clerks use scheduling appointments:
  • Provided superior customer service to patients upon arrival and departure from office visits including scheduling appointments and processing bills.
  • Provided customer assistance by answering phones, scheduling appointments and product selection.

3. CPT

CPT is a medical term that stands for Current Procedural Terminology. Whenever a procedure like surgery or diagnosis occurs or some other medical service is rendered to a patient, it is reported to the concerned physician, insurance company, or organization. The aforementioned practice is widely referred to as CPT.

Here's how insurance billing clerks use cpt:
  • Prepared mail, handled incoming calls regarding claims, current knowledge of CPT coding, and assisting Administration in various areas.
  • Worked with ICD-9 and CPT codes, making sure that we were getting paid for the procedures that were being preformed.

4. Patient Appointments

Here's how insurance billing clerks use patient appointments:
  • Scheduled patient appointments and maintained patient medical records.
  • Make sure all payments and deposits balance and schedules patient appointments.

5. Medicaid

Here's how insurance billing clerks use medicaid:
  • Verified Medicaid insurance eligibility prior to dispensing patient's orders.
  • Post patient copay / deductibles and EOB payments for Medicare, Medicaid, Private Insurance and Worker's Compensation claims.

6. Patient Registration

Patient registration means a complex system that needs an acceptable and considerable level of preliminary data input for a patient, including collecting patients' demographic data, getting patients' contact and personal information, and getting the patient's health history.

Here's how insurance billing clerks use patient registration:
  • Keyed in patient registration information onto their database.
  • Assisted in Registration Office/ER for patient registration.

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7. HIPAA

Here's how insurance billing clerks use hipaa:
  • Maintained confidentiality following HIPAA compliance.
  • Handled password security for all agency personnel to adhere to HIPAA standards.

8. Telephone Calls

Telephone calls are a communication means through which a caller is connected to the called party. The call is done through a telecommunications device called a telephone. The caller can use a landline, mobile phone, or satellite phone to make the call.

Here's how insurance billing clerks use telephone calls:
  • Answered telephone calls regarding medication request, message inquiries, and appointments following HIPPA guidelines.
  • Collected fees, processed mail, typed letters, scheduled appointments, received telephone calls, and office visitors.

9. Data Entry

Data entry means entering data into a company's system with the help of a keyboard. A person responsible for entering data may also be asked to verify the authenticity of the data being entered. A person doing data entry must pay great attention to tiny details.

Here's how insurance billing clerks use data entry:
  • Performed data entry and input patient demographics into computer system.
  • Interviewed and collected patient demographics, insurance information, and data entry for insurance billing.

10. Billing System

A billing system is a system for issuing invoices related to fees payable by each party under an access agreement. Billing systems often include payment software that automates the process of collecting payments, sending recurring invoices, tracking expenses, and tracking invoices, and generates reports for management and records payments to the accounts of the customers.

Here's how insurance billing clerks use billing system:
  • Document action and post comments on billing system.
  • Perform daily backup of Billing System.

11. Patient Accounts

Patient accounts are a part of a hospital information system that is used for storing financial data, keeping a record of healthcare costs, and providing information regarding patient billing. It deals with the financial aspects of the healthcare setting.

Here's how insurance billing clerks use patient accounts:
  • Billed patient accounts for Radiology Physicians, entered data, customer service and answered correspondence
  • Interpret insurance bulk-payments and accurately record data into corresponding patient accounts.

12. Billing Purposes

Here's how insurance billing clerks use billing purposes:
  • Entered data from patient visits into the computer for insurance billing purposes for 3-4 doctor's offices.
  • Compile data, compute fees and charges, and prepare invoices for billing purposes.

13. Insurance Payments

Here's how insurance billing clerks use insurance payments:
  • Enter insurance payments *Enter patient demographics *verify patient benefits *Work insurance denials *Post patient payments *Balance daily deposits
  • Post insurance payments from Primary and Secondary insurance companies.

14. Front Desk

Here's how insurance billing clerks use front desk:
  • Provided relief at front desk - answered calls, made appointments, addressed inquiries, directed calls.
  • Preformed front desk duties and oversaw the day to day operations of the office.

15. Insurance Verification

Here's how insurance billing clerks use insurance verification:
  • Assisted with insurance verification and obtained authorization for visits.
  • Handled insurance verification and pre-approvals.
top-skills

What skills help Insurance Billing Clerks find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What insurance billing clerk skills would you recommend for someone trying to advance their career?

Jill Bisco Ph.D., CIC, CRM, CPRM, CSRMJill Bisco Ph.D., CIC, CRM, CPRM, CSRM LinkedIn profile

Assistant Professor of Risk Management and Insurance, Website

I believe that everyone in the industry will need to have a comfort with technology and, depending on the position, the ability to analyze data. As we see artificial intelligence, things change quickly and how the business operates today will change in the coming years. One doesn’t have to be an instant master of new technology, but knowing what is available and how it is being used will allow those in the industry the opportunity to engage in discussions of future innovations.



It may seem like a cliché, but “thinking outside the box” is still an important skill in insurance. With so many changes occurring in the world (weather, unrest, economic issues, etc.), it is a skill to be able to look at situations and think of new or innovative ways to address them. Don’t be afraid to share a new idea or question a current way of doing things. You never know where the next big idea will come from

What soft skills should all insurance billing clerks possess?

Li Zhang Ph.D.

Professor, St. Cloud State University

I'd say communication skills. Many positions in insurance need to interact with others. The ability to listen carefully and responding effectively, conveying thoughts/ideas fluently is very important. Also, communicating throng writing is also important (it could range from simply completing the paperwork accurately to preparing annual reports for supervisors)

List of insurance billing clerk skills to add to your resume

Insurance billing clerk skills

The most important skills for an insurance billing clerk resume and required skills for an insurance billing clerk to have include:

  • Patients
  • Scheduling Appointments
  • CPT
  • Patient Appointments
  • Medicaid
  • Patient Registration
  • HIPAA
  • Telephone Calls
  • Data Entry
  • Billing System
  • Patient Accounts
  • Billing Purposes
  • Insurance Payments
  • Front Desk
  • Insurance Verification
  • Hippa
  • EOB
  • ICD-9
  • Insurance Coverage
  • Patient Payments
  • Insurance Carriers
  • Patient Inquiries
  • Unpaid Claims
  • Billing Issues
  • Insurance Benefits
  • Patient Billing
  • Insurance Eligibility
  • Patient Charts
  • Medical Insurance Claims
  • Payment Arrangements
  • Delinquent Accounts
  • Computer System
  • Medical Insurance Billing
  • Past Due Accounts
  • Submit Claims
  • Patient Statements
  • A/R
  • Patient Demographics
  • Bank Deposits
  • Hospital Charges
  • Electronic Billing
  • Private Insurance
  • Paper Claims
  • EMR
  • Patient Calls
  • Patient Charges
  • Medi-Cal
  • Billing Claims
  • Electronic Claims
  • MRI

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

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