Estimate Clerk Career

Job Description: Compile data, compute fees and charges, and prepare invoices for billing purposes. Duties include computing costs and calculating rates for goods, services, and shipment of goods; posting data; and keeping other relevant records. May involve use of computer or typewriter, calculator, and adding and bookkeeping machines.

*A job as an Estimate Clerk falls under the broader career category of Billing, Cost, and Rate Clerks. The information on this page will generally apply to all careers in this category. We are still seeking more specific information about this career from experts in this field. If you can provide us with more information, .

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Estimate Clerk Career

What Estimate Clerks do:

  • Verify accuracy of billing data and revise any errors.
  • Operate typing, adding, calculating, or billing machines.
  • Contact customers to obtain or relay account information.
  • Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.
  • Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
  • Resolve discrepancies in accounting records.
  • Type billing documents, shipping labels, credit memorandums, or credit forms, using typewriters or computers.
  • Keep records of invoices and support documents.
  • Review documents such as purchase orders, sales tickets, charge slips, or hospital records to compute fees or charges due.
  • Answer mail or telephone inquiries regarding rates, routing, or procedures.
  • Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.
  • Update manuals when rates, rules, or regulations are amended.
  • Consult sources such as rate books, manuals, or insurance company representatives to determine specific charges or information such as rules, regulations, or government tax and tariff information.
  • Compile reports of cost factors, such as labor, production, storage, or equipment.
  • Estimate market value of products or services.
  • Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services.
  • Review compiled data on operating costs and revenues to set rates.

What work activities are most important?

Importance Activities

Interacting With Computers - Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.

Communicating with Supervisors, Peers, or Subordinates - Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.

Getting Information - Observing, receiving, and otherwise obtaining information from all relevant sources.

Establishing and Maintaining Interpersonal Relationships - Developing constructive and cooperative working relationships with others, and maintaining them over time.

Updating and Using Relevant Knowledge - Keeping up-to-date technically and applying new knowledge to your job.

Processing Information - Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.

Analyzing Data or Information - Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.

Organizing, Planning, and Prioritizing Work - Developing specific goals and plans to prioritize, organize, and accomplish your work.

Documenting/Recording Information - Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.

Performing Administrative Activities - Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.

Evaluating Information to Determine Compliance with Standards - Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.

Making Decisions and Solving Problems - Analyzing information and evaluating results to choose the best solution and solve problems.

Communicating with Persons Outside Organization - Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.

Identifying Objects, Actions, and Events - Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.

Interpreting the Meaning of Information for Others - Translating or explaining what information means and how it can be used.

Assisting and Caring for Others - Providing personal assistance, medical attention, emotional support, or other personal care to others such as coworkers, customers, or patients.

Resolving Conflicts and Negotiating with Others - Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.

Monitor Processes, Materials, or Surroundings - Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems.

Judging the Qualities of Things, Services, or People - Assessing the value, importance, or quality of things or people.

Holland Code Chart for an Estimate Clerk

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