Assessment Template For Correspondence Clerks

Compose letters or electronic correspondence 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 preparing correspondence.
Correspondence Clerks

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Popular Job Roles
Chargeback SpecialistClaims Correspondence ClerkCorrespondence ClerkCorrespondence CoordinatorCorrespondence RepresentativeCorrespondentDispute SpecialistOffice TechnicianTechnical Clerk

Occupation-Specific

Technology Skills
Medical software
Questions20
Time Limit20 min

Tasks

  • Maintain files and control records to show correspondence activities.
  • 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.
  • Read incoming correspondence to ascertain nature of writers' concerns and to determine disposition of correspondence.
  • Prepare documents and correspondence, such as damage claims, credit and billing inquiries, invoices, and service complaints.
  • Gather records pertinent to specific problems, review them for completeness and accuracy, and attach records to correspondence as necessary.

Technology Skills

Medical software

Electronic health record EHR software, GE Healthcare Centricity EMR, Healthcare common procedure coding system HCPCS

Presentation software

Microsoft PowerPoint

Spreadsheet software

Microsoft Excel

Electronic mail software

Microsoft Outlook

Graphics or photo imaging software

Imaging software

Worker Requirements

Technology Skills
Medical software
Questions20
Time Limit20 min
Skills
Writing
Questions20
Time Limit15 min
Knowledge
English Language
Questions20
Time Limit20 min

Skills

Writing

Communicating effectively in writing as appropriate for the needs of the audience.

Reading Comprehension

Understanding written sentences and paragraphs in work-related documents.

Active Listening

Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

Critical Thinking

Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

Judgment and Decision Making

Considering the relative costs and benefits of potential actions to choose the most appropriate one.

Knowledge

English Language

Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

Administrative

Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology.

Customer and Personal Service

Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

Mathematics

Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

Worker Characteristics

Technology Skills
Medical software
Questions20
Time Limit20 min
Skills
Writing
Questions20
Time Limit15 min
Knowledge
English Language
Questions20
Time Limit20 min
Abilities
Written Comprehension
Questions20
Time Limit15 min
Interests
Conventional
Questions30
Time Limit20 min
Work Values
Relationships
Questions20
Time Limit15 min
Work Styles
Attention to Detail
Questions25
Time Limit15 min

Abilities

Written Comprehension

The ability to read and understand information and ideas presented in writing.

Written Expression

The ability to communicate information and ideas in writing so others will understand.

Oral Comprehension

The ability to listen to and understand information and ideas presented through spoken words and sentences.

Near Vision

The ability to see details at close range (within a few feet of the observer).

Oral Expression

The ability to communicate information and ideas in speaking so others will understand.

Interests

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.

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.

Work Values

Relationships

Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.

Support

Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.

Independence

Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.

Work Styles

Attention to Detail

Job requires being careful about detail and thorough in completing work tasks.

Cooperation

Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.

Dependability

Job requires being reliable, responsible, and dependable, and fulfilling obligations.

Integrity

Job requires being honest and ethical.

Self-Control

Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.

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