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Insurance billing clerk skills for your resume and career
15 insurance billing clerk skills for your resume and career
1. 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.
- 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.
- 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
- Scheduled patient appointments and maintained patient medical records.
- Make sure all payments and deposits balance and schedules patient appointments.
5. 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.
- Keyed in patient registration information onto their database.
- Assisted in Registration Office/ER for patient registration.
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- 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.
- 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.
- 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.
- 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.
- 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
- 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
- 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
- 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
- Assisted with insurance verification and obtained authorization for visits.
- Handled insurance verification and pre-approvals.
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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, CSRM
Assistant Professor of Risk Management and Insurance, Website
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
List of insurance billing clerk skills to add to your resume

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