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Correspondence Clerks

Career Overview

Career Description: Compose letters in reply to requests for merchandise, damage claims, credit and other information, delinquent accounts, incorrect billings, or unsatisfactory services. Duties may include gathering data to formulate reply and typing correspondence.

Industry: Office and Administrative Support

Other Job Titles for Correspondence Clerks:

  • Statement Clerks
  • Procurement Clerks
  • Credit Authorizers
  • Credit Checkers
  • Medical Secretaries
  • Parking Lot Attendants
  • Office Clerks, General
Get Qualified!
This career may require a Degree in Business Administration.

Personality Profile

  • Realistic: Realistic occupations frequently involve work activities that include practical, hands-on problems and solutions. They often deal with plants, animals, and real-world materials like wood, tools, and machinery. Many of the occupations require working outside, and do not involve a lot of paperwork or working closely with others.
  • Investigative: Investigative occupations frequently involve working with ideas, and require an extensive amount of thinking. These occupations can involve searching for facts and figuring out problems mentally.
  • Artistic: Artistic occupations frequently involve working with forms, designs and patterns. They often require self-expression and the work can be done without following a clear set of rules.
  • Social: Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.
  • Enterprising: Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.
  • Conventional: Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.
  • First Interest High-Point: Primary-Rank Descriptiveness
  • Second Interest High-Point: Secondary-Cutoff/Rank Descriptiveness
  • Third Interest High-Point: Tertiary-Cutoff/Rank Descriptiveness

Common Work Tasks

  • Prepare documents and correspondence such as damage claims, credit and billing inquiries, invoices, and service complaints.
  • Compile data from records to prepare periodic reports.
  • Present clear and concise explanations of governing rules and regulations.
  • Read incoming correspondence to ascertain nature of writers' concerns and to determine disposition of correspondence.
  • Type acknowledgment letters to persons sending correspondence.
  • Review correspondence for format and typographical accuracy, assemble the information into a prescribed form with the correct number of copies, and submit it to an authorized official for signature.
  • Maintain files and control records to show correspondence activities.
  • Gather records pertinent to specific problems, review them for completeness and accuracy, and attach records to correspondence as necessary.
  • Complete form letters in response to requests or problems identified by correspondence.
  • Route correspondence to other departments for reply.
  • Compose letters in reply to correspondence concerning such items as requests for merchandise, damage claims, credit information requests, delinquent accounts, incorrect billing, or unsatisfactory service.
  • Ensure that money collected is properly recorded and secured.
  • Respond to internal and external requests for the release of information contained in medical records, copying medical records, and selective extracts in accordance with laws and regulations.
  • Compute costs of records furnished to requesters, and write letters to obtain payment.
  • Compose correspondence requesting medical information and records.
  • Prepare records for shipment by certified mail.
  • Obtain written authorization to access required medical information.
  • Confer with company personnel regarding feasibility of complying with writers' requests.
  • Submit completed documents to typists for typing in final form, and instruct typists in matters such as format, addresses, addressees, and the necessary number of copies.
  • Process orders for goods requested in correspondence.
  • Compile data pertinent to manufacture of special products for customers.
  • Maintain a supply of packing materials.
  • Assemble containers and crates used to transport items such as machines or vehicles.
  • Obtain flight numbers, airplane numbers, and names of crew members from dispatchers, and record data on airplane flight papers.
  • Send samples of merchandise to quality control units for inspection.
  • Maintain inventory records.
  • Perform personal bookkeeping services.
  • Compute deductions for income and social security taxes.
  • Prepare purchase orders and expense reports.

Emerging Tasks

  • Track delivery progress of shipment.
  • Contact insurance companies to check on status of claims payments and write appeal letters for denial on claims.

Work Activities

  • Analyzing Data or Information: Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
  • Assisting and Caring for Others: Providing personal assistance, medical attention, emotional support, or other personal care to others such as coworkers, customers, or patients.
  • Coaching and Developing Others: Identifying the developmental needs of others and coaching, mentoring, or otherwise helping others to improve their knowledge or skills.
  • 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.
  • Communicating with Supervisors, Peers, or Subordinates: Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
  • Controlling Machines and Processes: Using either control mechanisms or direct physical activity to operate machines or processes (not including computers or vehicles).
  • Coordinating the Work and Activities of Others: Getting members of a group to work together to accomplish tasks.
  • Developing and Building Teams: Encouraging and building mutual trust, respect, and cooperation among team members.
  • Developing Objectives and Strategies: Establishing long-range objectives and specifying the strategies and actions to achieve them.
  • Documenting/Recording Information: Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.
  • Drafting, Laying Out, and Specifying Technical Devices, Parts, and Equipment: Providing documentation, detailed instructions, drawings, or specifications to tell others about how devices, parts, equipment, or structures are to be fabricated, constructed, assembled, modified, maintained, or used.
  • Establishing and Maintaining Interpersonal Relationships: Developing constructive and cooperative working relationships with others, and maintaining them over time.
  • Estimating the Quantifiable Characteristics of Products, Events, or Information: Estimating sizes, distances, and quantities; or determining time, costs, resources, or materials needed to perform a work activity.
  • 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.
  • Getting Information: Observing, receiving, and otherwise obtaining information from all relevant sources.
  • Guiding, Directing, and Motivating Subordinates: Providing guidance and direction to subordinates, including setting performance standards and monitoring performance.
  • Handling and Moving Objects: Using hands and arms in handling, installing, positioning, and moving materials, and manipulating things.
  • Identifying Objects, Actions, and Events: Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.
  • Inspecting Equipment, Structures, or Material: Inspecting equipment, structures, or materials to identify the cause of errors or other problems or defects.
  • Interacting With Computers: Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
  • Interpreting the Meaning of Information for Others: Translating or explaining what information means and how it can be used.
  • Judging the Qualities of Things, Services, or People: Assessing the value, importance, or quality of things or people.
  • Making Decisions and Solving Problems: Analyzing information and evaluating results to choose the best solution and solve problems.
  • Monitor Processes, Materials, or Surroundings: Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems.
  • Monitoring and Controlling Resources: Monitoring and controlling resources and overseeing the spending of money.
  • Operating Vehicles, Mechanized Devices, or Equipment: Running, maneuvering, navigating, or driving vehicles or mechanized equipment, such as forklifts, passenger vehicles, aircraft, or water craft.
  • Organizing, Planning, and Prioritizing Work: Developing specific goals and plans to prioritize, organize, and accomplish your work.
  • Performing Administrative Activities: Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.
  • Performing for or Working Directly with the Public: Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests.
  • Performing General Physical Activities: Performing physical activities that require considerable use of your arms and legs and moving your whole body, such as climbing, lifting, balancing, walking, stooping, and handling of materials.
  • Processing Information: Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
  • Provide Consultation and Advice to Others: Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics.
  • Repairing and Maintaining Electronic Equipment: Servicing, repairing, calibrating, regulating, fine-tuning, or testing machines, devices, and equipment that operate primarily on the basis of electrical or electronic (not mechanical) principles.
  • Repairing and Maintaining Mechanical Equipment: Servicing, repairing, adjusting, and testing machines, devices, moving parts, and equipment that operate primarily on the basis of mechanical (not electronic) principles.
  • Resolving Conflicts and Negotiating with Others: Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.
  • Scheduling Work and Activities: Scheduling events, programs, and activities, as well as the work of others.
  • Selling or Influencing Others: Convincing others to buy merchandise/goods or to otherwise change their minds or actions.
  • Staffing Organizational Units: Recruiting, interviewing, selecting, hiring, and promoting employees in an organization.
  • Thinking Creatively: Developing, designing, or creating new applications, ideas, relationships, systems, or products, including artistic contributions.
  • Training and Teaching Others: Identifying the educational needs of others, developing formal educational or training programs or classes, and teaching or instructing others.
  • Updating and Using Relevant Knowledge: Keeping up-to-date technically and applying new knowledge to your job.
Get Qualified!
This career may require a Degree in Business Administration.

Detailed Work Activities

  • investigate customer complaints
  • maintain inventory of office forms
  • maintain records, reports, or files
  • obtain information from clients, customers, or patients
  • operate duplicating equipment
  • prepare correspondence relating to financial discrepancies
  • prepare reports
  • process orders for merchandise
  • process returned merchandise
  • proofread printed or written material
  • provide customer service
  • type letters or correspondence
  • use computers to enter, access or retrieve data
  • use oral or written communication techniques
  • write business correspondence
  • use computers to enter, access or retrieve data
  • use knowledge of mainframe computers
  • use telephone communication techniques
  • prepare reports
  • provide customer service
  • reconcile or balance financial records
  • resolve customer or public complaints
  • use computers to enter, access and retrieve financial data
  • use computers to enter, access or retrieve data
  • use knowledge of written communication in sales work
  • use oral or written communication techniques
  • use telephone communication techniques
  • verify bank or financial transactions
  • write business correspondence
  • sort books, publications, or other items
  • take messages
  • use accounting or bookkeeping software
  • use computers to enter, access or retrieve data
  • use spreadsheet software
  • use word processing or desktop publishing software

Tools & Technology Used on the Job

  • 10-key calculators
  • Account management software
  • Bloomberg Professional
  • Data entry software
  • Desktop computers
  • FrontRange Solutions Goldmine
  • Instant messaging software
  • Microsoft Excel
  • Microsoft Office
  • Microsoft Outlook
  • Microsoft PowerPoint
  • Microsoft Word
  • Multi-line phones
  • Online trading software
  • Personal computers
  • Royal Alliance VISION2020 Core
  • Scheduling software
  • Spreadsheet software
  • Transaction processing software
  • Web browser software
  • WiredRed Software e/pop Basic
  • Corporate Responsibility System Technologies Limited CRSTL Compliance Positioning System
  • Cost accounting software
  • CYMA IV Accounting for Windows
  • Database software
  • Desktop computers
  • Document management software
  • Financial calculators
  • Financial compliance software
  • Financial reporting software
  • Financial statement software
  • FlexiLedger software
  • FLS eDP.Payrolltax
  • Fund accounting software
  • General ledger software
  • Heron CrossTie General Ledger
  • Image scanners
  • Intrax ProcedureNet
  • Intuit QuickBooks
  • Intuit Quicken software
  • Ledger sheets
  • MethodWare ProAudit Advisor
  • Microsoft Access
  • Microsoft Excel
  • Microsoft Office
  • New Millennium Communications Genesis Accounting
  • Notebook computers
  • OmniRIM software
  • Paisley AutoAudit
  • Paisley Cardmap
  • Paisley Focus Control Assurance
  • Paisley IssueTrack
  • Paisley RiskNavigator
  • Payroll software
  • Pentana audit work system PAWS
  • PROPHIX Enterprise
  • Quicken Elite software
  • Receipt books
  • Records management software
  • Roundtable Software Advantage Accounting System
  • RSM McGladrey Advanced Practice Solutions Paperless Audit
  • RSM McGladrey Auditor Assistant
  • Sage Peachtree
  • Softrax Revenue Management
  • Spreadsheet software
  • Tumbleweed SecureTransport
  • UA Business Software Professional Edition
  • Word processing software

Education, Training & Experience

Overall Experience
Some previous work-related skill, knowledge, or experience may be helpful in these occupations, but usually is not needed. For example, a teller might benefit from experience working directly with the public, but an inexperienced person could still learn to be a teller with little difficulty.

Job Training
Employees in these occupations need anywhere from a few months to one year of working with experienced employees.

Education
These occupations usually require a high school diploma and may require some vocational training or job-related course work. In some cases, an associate's or bachelor's degree could be needed.

Examples
These occupations often involve using your knowledge and skills to help others. Examples include sheet metal workers, forest fire fighters, customer service representatives, pharmacy technicians, salespersons (retail), and tellers.

Salary & Wages

  • Average hourly wage (2007) -$14.18
  • Average annual wage (2007) - $29,500.00

Projected Employment Growth

  • Projected growth (2006-2016): 11.96%
  • Projected need (2006-2016): 2,086
  • Employment (2006): 17,445
Get Qualified!
This career may require a Degree in Business Administration.

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