- Compute charges for merchandise or services and receive payments.
Occupations with related tasks Save Table: XLSX CSV
| Closely Related Tasks | All Related Tasks | Job Zone | Code | Occupation |
| 6 | 8 | 2 | 41-2011.00 | Cashiers 
|
| 4 | 5 | 2 | 41-2022.00 | Parts Salespersons |
| 2 | 5 | 2 | 41-2031.00 | Retail Salespersons
|
| 2 | 4 | 4 | 41-3031.00 | Securities, Commodities, and Financial Services Sales Agents
|
| 2 | 3 | 2 | 43-9041.00 | Insurance Claims and Policy Processing Clerks |
| 2 | 3 | 3 | 43-3021.00 | Billing and Posting Clerks |
| 2 | 2 | 3 | 41-3041.00 | Travel Agents |
| 2 | 2 | 2 | 53-7065.00 | Stockers and Order Fillers
|
| 1 | 5 | 2 | 43-3071.00 | Tellers |
| 1 | 3 | 2 | 43-4051.00 | Customer Service Representatives
|
| 1 | 3 | 2 | 41-2012.00 | Gambling Change Persons and Booth Cashiers |
| 1 | 3 | 4 | 41-4011.00 | Sales Representatives, Wholesale and Manufacturing, Technical and Scientific Products |
| 1 | 2 | 1 | 41-9091.00 | Door-to-Door Sales Workers, News and Street Vendors, and Related Workers |
| 1 | 2 | 2 | 41-3091.00 | Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
|
| 1 | 2 | 4 | 41-3021.00 | Insurance Sales Agents
|
| 1 | 2 | 2 | 43-3061.00 | Procurement Clerks |
| 1 | 2 | 4 | 41-3011.00 | Advertising Sales Agents |
| 1 | 2 | 3 | 43-3031.00 | Bookkeeping, Accounting, and Auditing Clerks
|
| 1 | 1 | 3 | 49-3041.00 | Farm Equipment Mechanics and Service Technicians
|
| 1 | 1 | 2 | 53-3054.00 | Taxi Drivers
|
| 1 | 1 | 2 | 43-4021.00 | Correspondence Clerks |
| 1 | 1 | 2 | 43-5061.00 | Production, Planning, and Expediting Clerks |
| 1 | 1 | 2 | 43-9071.00 | Office Machine Operators, Except Computer |
| 1 | 1 | 2 | 43-4171.00 | Receptionists and Information Clerks
|
| 1 | 1 | 2 | 43-4151.00 | Order Clerks |
| 1 | 1 | 2 | 43-4081.00 | Hotel, Motel, and Resort Desk Clerks
|
| 1 | 1 | 2 | 43-4181.00 | Reservation and Transportation Ticket Agents and Travel Clerks |
| 1 | 1 | 2 | 51-8093.00 | Petroleum Pump System Operators, Refinery Operators, and Gaugers |
- Receive payment by cash, check, credit cards, vouchers, or automatic debits.
- Establish or identify prices of goods, services, or admission, and tabulate bills, using calculators, cash registers, or optical price scanners.
- Process merchandise returns and exchanges.
- Calculate total payments received during a time period, and reconcile this with total sales.
- Issue trading stamps, and redeem food stamps and coupons.
- Compute and record totals of transactions.
- Issue receipts, refunds, credits, or change due to customers.
- Cash checks for customers.
- Greet customers entering establishments.
- Assist customers by providing information and resolving their complaints.
- Monitor checkout stations to ensure they have adequate cash available and are staffed appropriately.
- Answer incoming phone calls.
- Answer customers' questions, and provide information on procedures or policies.
- Request information or assistance, using paging systems.
- Help customers find the location of products.
- Maintain clean and orderly checkout areas, and complete other general cleaning duties, such as mopping floors and emptying trash cans.
- Count money in cash drawers at the beginning of shifts to ensure that amounts are correct and that there is adequate change.
- Post charges against guests' or patients' accounts.
- Weigh items sold by weight to determine prices.
- Sort, count, and wrap currency and coins.
- Keep periodic balance sheets of amounts and numbers of transactions.
- Compile and maintain non-monetary reports and records.
- Supervise others and provide on-the-job training.
- Assist with duties in other areas of the store, such as monitoring fitting rooms or bagging and carrying out customers' items.
- Sell tickets and other items to customers.
- Stock shelves, sort and reshelve returned items, and mark prices on items and shelves.
- Bag, box, wrap, or gift-wrap merchandise, and prepare packages for shipment.
- Offer customers carry-out service at the completion of transactions.
- Receive payment by cash, check, credit cards, vouchers, or automatic debits.
- Establish or identify prices of goods, services, or admission, and tabulate bills, using calculators, cash registers, or optical price scanners.
- Process merchandise returns and exchanges.
- Calculate total payments received during a time period, and reconcile this with total sales.
- Issue trading stamps, and redeem food stamps and coupons.
- Compute and record totals of transactions.
- Issue receipts, refunds, credits, or change due to customers.
- Cash checks for customers.
- Receive payment or obtain credit authorization.
- Fill customer orders from stock, and place orders when requested items are out of stock.
- Receive and fill telephone orders for parts.
- Examine returned parts for defects, and exchange defective parts or refund money.
- Manage shipments by researching shipping methods or costs and tracking packages.
- Assist customers, such as responding to customer complaints and updating them about back-ordered parts.
- Locate and label parts, and maintain inventory of stock.
- Prepare sales slips or sales contracts.
- Read catalogs, microfiche viewers, or computer displays to determine replacement part stock numbers and prices.
- Determine replacement parts required, according to inspections of old parts, customer requests, or customers' descriptions of malfunctions.
- Mark and store parts in stockrooms, according to prearranged systems.
- Maintain and clean work and inventory areas.
- Place new merchandise on display.
- Advise customers on substitution or modification of parts when identical replacements are not available.
- Discuss use and features of various parts, based on knowledge of machines or equipment.
- Demonstrate equipment to customers, and explain functioning of equipment.
- Measure parts, using precision measuring instruments, to determine whether similar parts may be machined to required sizes.
- Pick up and deliver parts.
- Repair parts or equipment.
- Receive payment or obtain credit authorization.
- Fill customer orders from stock, and place orders when requested items are out of stock.
- Receive and fill telephone orders for parts.
- Examine returned parts for defects, and exchange defective parts or refund money.
- Manage shipments by researching shipping methods or costs and tracking packages.
- Compute sales prices, total purchases, and receive and process cash or credit payment.
- Exchange merchandise for customers and accept returns.
- Estimate and quote trade-in allowances.
- Estimate quantity and cost of merchandise required, such as paint or floor covering.
- Estimate cost of repair or alteration of merchandise.
- Greet customers and ascertain what each customer wants or needs.
- Recommend, select, and help locate or obtain merchandise based on customer needs and desires.
- Prepare merchandise for purchase or rental.
- Answer questions regarding the store and its merchandise.
- Maintain knowledge of current sales and promotions, policies regarding payment and exchanges, and security practices.
- Demonstrate use or operation of merchandise.
- Describe merchandise and explain use, operation, and care of merchandise to customers.
- Ticket, arrange, and display merchandise to promote sales.
- Inventory stock and requisition new stock.
- Watch for and recognize security risks and thefts and know how to prevent or handle these situations.
- Place special orders or call other stores to find desired items.
- Clean shelves, counters, and tables.
- Maintain records related to sales.
- Open and close cash registers, performing tasks such as counting money, separating charge slips, coupons, and vouchers, balancing cash drawers, and making deposits.
- Prepare sales slips or sales contracts.
- Bag or package purchases and wrap gifts.
- Help customers try on or fit merchandise.
- Sell or arrange for delivery, insurance, financing, or service contracts for merchandise.
- Rent merchandise to customers.
- Compute sales prices, total purchases, and receive and process cash or credit payment.
- Exchange merchandise for customers and accept returns.
- Estimate and quote trade-in allowances.
- Estimate quantity and cost of merchandise required, such as paint or floor covering.
- Estimate cost of repair or alteration of merchandise.
- Complete sales order tickets and submit for processing of client-requested transactions.
- Calculate costs for billings or commissions.
- Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.
- Price securities or commodities based on market conditions.
- Make bids or offers to buy or sell securities.
- Monitor markets or positions.
- Agree on buying or selling prices at optimal levels for clients.
- Keep accurate records of transactions.
- Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.
- Report all positions or trading results.
- Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
- Discuss financial options with clients and keep them informed about transactions.
- Identify opportunities or develop channels for purchase or sale of securities or commodities.
- Develop financial plans, based on analysis of clients' financial status.
- Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.
- Devise trading, option, or hedge strategies.
- Determine customers' financial services needs and prepare proposals to sell services that address these needs.
- Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes.
- Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics.
- Offer advice on the purchase or sale of particular securities.
- Contact prospective customers to present information and explain available services.
- Explain stock market terms or trading practices to clients.
- Prepare financial reports to monitor client or corporate finances.
- Supervise support staff and ensure proper execution of contracts.
- Relay buy or sell orders to securities exchanges or to firm trading departments.
- Evaluate costs and revenue of agreements to determine continued profitability.
- Sell services or equipment, such as trusts, investments, or check processing services.
- Negotiate prices or contracts for securities or commodities sales or purchases.
- Prepare and send requests for price quotations to all companies in a particular market.
- Purchase or sell financial derivatives for customers.
- Complete sales order tickets and submit for processing of client-requested transactions.
- Calculate costs for billings or commissions.
- Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.
- Price securities or commodities based on market conditions.
- Calculate amount of claim.
- Calculate premiums, refunds, commissions, adjustments, or new reserve requirements, using insurance rate standards.
- Prepare insurance claim forms or related documents, and review them for completeness.
- Post or attach information to claim file.
- Transmit claims for payment or further investigation.
- Contact insured or other involved persons to obtain missing information.
- Review insurance policy to determine coverage.
- Process and record new insurance policies and claims.
- Organize or work with detailed office or warehouse records, using computers to enter, access, search or retrieve data.
- Provide customer service, such as limited instructions on proceeding with claims or referrals to auto repair facilities or local contractors.
- Correspond with insured or agent to obtain information or to inform them of account status or changes.
- Review and verify data, such as age, name, address, and principal sum and value of property, on insurance applications and policies.
- Compare information from application to criteria for policy reinstatement, and approve reinstatement when criteria are met.
- Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
- Transcribe data to worksheets, and enter data into computer for use in preparing documents and adjusting accounts.
- Notify insurance agent and accounting department of policy cancellation.
- Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
- Collect initial premiums and issue receipts.
- Interview clients and take their calls to provide customer service and obtain information on claims.
- Obtain computer printout of policy cancellations, or retrieve cancellation cards from file.
- Compose business correspondence for supervisors, managers, and professionals.
- Enter insurance- and claims-related information into database systems.
- Modify, update, or process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
- Organize or work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
- Calculate amount of claim.
- Calculate premiums, refunds, commissions, adjustments, or new reserve requirements, using insurance rate standards.
- Pay small claims.
- Review documents, such as purchase orders, sales tickets, charge slips, or hospital records, to compute fees or charges due.
- Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.
- Encode and cancel checks, using bank machines.
- Verify accuracy of billing data and revise any errors.
- Resolve discrepancies in accounting records.
- Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
- Operate typing, adding, calculating, or billing machines.
- Post stop-payment notices to prevent payment of protested checks.
- Verify signatures and required information on checks.
- Keep records of invoices and support documents.
- Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.
- Contact customers to obtain or relay account information.
- Route statements for mailing or over-the-counter delivery to customers.
- Monitor equipment to ensure proper operation.
- Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
- Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services.
- Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.
- 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.
- Compare previously prepared bank statements with canceled checks and reconcile discrepancies.
- Take orders for imprinted checks.
- Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand.
- Update manuals when rates, rules, or regulations are amended.
- Review compiled data on operating costs and revenues to set rates.
- Answer inquiries regarding rates, routing, or procedures.
- Compile reports of cost factors, such as labor, production, storage, and equipment.
- Create billing documents, shipping labels, credit memorandums, or credit forms.
- Perform general administrative tasks, such as answering telephones, scheduling appointments, and ordering supplies or equipment.
- Return checks to customers or retrieve checks returned to customers in error, adjusting accounts and answering inquiries about errors as necessary.
- Review documents, such as purchase orders, sales tickets, charge slips, or hospital records, to compute fees or charges due.
- Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.
- Encode and cancel checks, using bank machines.
- Collect payment for transportation and accommodations from customer.
- Compute cost of travel and accommodations, using calculator, computer, carrier tariff books, and hotel rate books, or quote package tour's costs.
- Plan, describe, arrange, and sell itinerary tour packages and promotional travel incentives offered by various travel carriers.
- Converse with customer to determine destination, mode of transportation, travel dates, financial considerations, and accommodations required.
- Record and maintain information on clients, vendors, and travel packages.
- Book transportation and hotel reservations, using computer or telephone.
- Print or request transportation carrier tickets, using computer printer system or system link to travel carrier.
- Provide customer with brochures and publications containing travel information, such as local customs, points of interest, or foreign country regulations.
- Collect payment for transportation and accommodations from customer.
- Compute cost of travel and accommodations, using calculator, computer, carrier tariff books, and hotel rate books, or quote package tour's costs.
- Compute prices of items or groups of items.
- Itemize and total customer merchandise selection at checkout counter, using cash register, and accept cash or charge card for purchases.
- Complete order receipts.
- Answer customers' questions about merchandise and advise customers on merchandise selection.
- Issue or distribute materials, products, parts, and supplies to customers or coworkers, based on information from incoming requisitions.
- Keep records of out-going orders.
- Stock shelves, racks, cases, bins, and tables with new or transferred merchandise.
- Operate equipment such as forklifts.
- Stamp, attach, or change price tags on merchandise, referring to price list.
- Obtain merchandise from bins or shelves.
- Receive and count stock items, and record data manually or on computer.
- Read orders to ascertain catalog numbers, sizes, colors, and quantities of merchandise.
- Receive, unload, open, unpack, or issue sales floor merchandise.
- Pack customer purchases in bags or cartons.
- Store items in an orderly and accessible manner in warehouses, tool rooms, supply rooms, or other areas.
- Mark stock items, using identification tags, stamps, electric marking tools, or other labeling equipment.
- Pack and unpack items to be stocked on shelves in stockrooms, warehouses, or storage yards.
- Take inventory or examine merchandise to identify items to be reordered or replenished.
- Clean display cases, shelves, and aisles.
- Keep records on the use or damage of stock or stock-handling equipment.
- Clean and maintain supplies, tools, equipment, and storage areas to ensure compliance with safety regulations.
- Determine proper storage methods, identification, and stock location, based on turnover, environmental factors, and physical capabilities of facilities.
- Dispose of damaged or defective items, or return them to vendors.
- Recommend disposal of excess, defective, or obsolete stock.
- Design and set up advertising signs and displays of merchandise on shelves, counters, or tables to attract customers and promote sales.
- Provide assistance or direction to other stockroom, warehouse, or storage yard workers.
- Examine and inspect stock items for wear or defects, reporting any damage to supervisors.
- Requisition merchandise from supplier, based on available space, merchandise on hand, customer demand, or advertised specials.
- Compare merchandise invoices to items actually received to ensure that shipments are correct.
- Transport packages to customers' vehicles.
- Compute prices of items or groups of items.
- Itemize and total customer merchandise selection at checkout counter, using cash register, and accept cash or charge card for purchases.
- Inform customers about foreign currency regulations and compute transaction fees for currency exchanges.
- Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
- Prepare and verify cashier's checks.
- Process transactions, such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits.
- Issue checks to bond owners in settlement of transactions.
- Balance currency, coin, and checks in cash drawers at ends of shifts and calculate daily transactions, using computers, calculators, or adding machines.
- Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
- Monitor bank vaults to ensure cash balances are correct.
- Count currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank.
- Enter customers' transactions into computers to record transactions and issue computer-generated receipts.
- Examine checks for endorsements and to verify other information, such as dates, bank names, identification of the persons receiving payments, and the legality of the documents.
- Resolve problems or discrepancies concerning customers' accounts.
- Answer telephones and assist customers with their questions.
- Identify transaction mistakes when debits and credits do not balance.
- Carry out special services for customers, such as ordering bank cards and checks.
- Sort and file deposit slips and checks.
- Receive and count daily inventories of cash, drafts, and travelers' checks.
- Order a supply of cash to meet daily needs.
- Arrange monies received in cash boxes and coin dispensers according to denomination.
- Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due.
- Explain, promote, or sell products or services, such as travelers' checks, savings bonds, money orders, and cashier's checks, using computerized information about customers to tailor recommendations.
- Count, verify, and post armored car deposits.
- Obtain and process information required for the provision of services, such as opening accounts, savings plans, and purchasing bonds.
- Perform clerical tasks, such as typing, filing, and microfilm photography.
- Compute financial fees, interest, and service charges.
- Compose, type, and mail customer statements and other correspondence related to issues such as discrepancies and outstanding unpaid items.
- Process and maintain records of customer loans.
- Quote unit exchange rates, following daily international rate sheets or computer displays.
- Inform customers about foreign currency regulations and compute transaction fees for currency exchanges.
- Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
- Prepare and verify cashier's checks.
- Process transactions, such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits.
- Issue checks to bond owners in settlement of transactions.
- Determine charges for services requested, collect deposits or payments, or arrange for billing.
- Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.
- Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods.
- Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
- Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
- Check to ensure that appropriate changes were made to resolve customers' problems.
- Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments.
- Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers.
- Refer unresolved customer grievances to designated departments for further investigation.
- Review insurance policy terms to determine whether a particular loss is covered by insurance.
- Solicit sales of new or additional services or products.
- Obtain and examine all relevant information to assess validity of complaints and to determine possible causes, such as extreme weather conditions that could increase utility bills.
- Recommend improvements in products, packaging, shipping, service, or billing methods and procedures to prevent future problems.
- Determine charges for services requested, collect deposits or payments, or arrange for billing.
- Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.
- Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods.
- Exchange money, credit, tickets, or casino chips and make change for customers.
- Furnish change persons with a money bank at the start of each shift.
- Listen for jackpot alarm bells and issue payoffs to winners.
- Keep accurate records of monetary exchanges, authorization forms, and transaction reconciliations.
- Count money and audit money drawers.
- Check identifications to verify age of players.
- Maintain cage security according to rules.
- Reconcile daily summaries of transactions to balance books.
- Obtain customers' signatures on receipts when winnings exceed the amount held in a slot machine.
- Calculate the value of chips won or lost by players.
- Accept credit applications and verify credit references to provide check-cashing authorization or to establish house credit accounts.
- Sell gambling chips, tokens, or tickets to patrons, or to other workers for resale to patrons.
- Clean casino areas.
- Exchange money, credit, tickets, or casino chips and make change for customers.
- Furnish change persons with a money bank at the start of each shift.
- Listen for jackpot alarm bells and issue payoffs to winners.
- Prepare and submit sales contracts for orders.
- Quote prices, credit terms, or other bid specifications.
- Compute customer's installation or production costs and estimate savings from new services, products, or equipment.
- Negotiate prices or terms of sales or service agreements.
- Visit establishments to evaluate needs or to promote product or service sales.
- Maintain customer records, using automated systems.
- Answer customers' questions about products, prices, availability, or credit terms.
- Contact new or existing customers to discuss how specific products or services can meet their needs.
- Emphasize product features, based on analyses of customers' needs and on technical knowledge of product capabilities and limitations.
- Select or assist customers in selecting products based on customer needs, product specifications, and applicable regulations.
- Prepare sales presentations or proposals to explain product specifications or applications.
- Complete expense reports, sales reports, or other paperwork.
- Verify that delivery schedules meet project deadlines.
- Identify prospective customers, using business directories, leads from existing clients, participation in organizations, or trade show or conference attendance.
- Inform customers of estimated delivery schedules, service contracts, warranties, or other information pertaining to purchased products.
- Collaborate with colleagues to exchange information, such as selling strategies or marketing information.
- Provide customers with ongoing technical support.
- Advise customers on product usage to improve production.
- Study documentation or other information for new scientific or technical products.
- Stock or distribute resources, such as samples or promotional or educational materials.
- Attend sales or trade meetings or read related publications to obtain information about market conditions, business trends, environmental regulations, or industry developments.
- Sell service contracts for technical or scientific products.
- Demonstrate the operation or use of technical or scientific products.
- Provide feedback to product design teams so that products can be tailored to clients' needs.
- Arrange for installation and testing of products or machinery.
- Initiate sales campaigns to meet sales and production expectations.
- Verify accuracy of materials lists.
- Verify customer credit ratings.
- Consult with engineers regarding technical problems with products.
- Sell technical and scientific products that are environmentally sound or designed for environmental remediation.
- Visit establishments, such as pharmacies, to determine product sales.
- Present information to customers about the energy efficiency or environmental impact of scientific or technical products.
- Inform customers about issues related to responsible use and disposal of products, such as waste reduction or product or byproduct recycling or disposal.
- Prepare and submit sales contracts for orders.
- Quote prices, credit terms, or other bid specifications.
- Compute customer's installation or production costs and estimate savings from new services, products, or equipment.
- Deliver merchandise and collect payment.
- Write and record orders for merchandise or enter orders into computers.
- Explain products or services and prices and demonstrate use of products.
- Develop prospect lists.
- Arrange buying parties and solicit sponsorship of such parties to sell merchandise.
- Answer questions about product features and benefits.
- Distribute product samples or literature that details products or services.
- Circulate among potential customers or travel by foot, truck, automobile, or bicycle to deliver or sell merchandise or services.
- Persuade customers to purchase merchandise or services.
- Set up and display sample merchandise at parties or stands.
- Order or purchase supplies.
- Stock carts or stands.
- Deliver merchandise and collect payment.
- Write and record orders for merchandise or enter orders into computers.
- Compute and compare costs of services.
- Quote prices, credit terms, contract terms, or fulfillment dates for services.
- Answer customers' questions about services, prices, availability, or credit terms.
- Attend sales or trade meetings or read related publications to obtain information about market conditions, business trends, regulations, or industry developments.
- Consult with clients after sales or contract signings to resolve problems and provide ongoing support.
- Contact prospective or existing customers to discuss how services can meet their needs.
- Create forms or agreements to complete sales.
- Develop sales presentations or proposals to explain service specifications.
- Distribute promotional materials at meetings, conferences, or trade shows.
- Emphasize or recommend service features based on knowledge of customers' needs and vendor capabilities and limitations.
- Identify prospective customers using business directories, leads from clients, or information from conferences or trade shows.
- Inform customers of contracts or other information pertaining to purchased services.
- Maintain customer records using automated systems.
- Monitor market conditions, innovations, and competitors' services, prices, and sales.
- Negotiate prices or terms of sales or service agreements.
- Compute and compare costs of services.
- Quote prices, credit terms, contract terms, or fulfillment dates for services.
- Calculate premiums and establish payment method.
- Perform administrative tasks, such as maintaining records and handling policy renewals.
- Customize insurance programs to suit individual customers, often covering a variety of risks.
- Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance, or specialized policies, such as marine, farm/crop, and medical malpractice.
- Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.
- Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
- Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
- Confer with clients to obtain and provide information when claims are made on a policy.
- Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
- Contact underwriter and submit forms to obtain binder coverage.
- Select company that offers type of coverage requested by client to underwrite policy.
- Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
- Develop marketing strategies to compete with other individuals or companies who sell insurance.
- Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
- Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
- Plan and oversee incorporation of insurance program into bookkeeping system of company.
- Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
- Install bookkeeping systems and resolve system problems.
- Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.
- Calculate premiums and establish payment method.
- Perform administrative tasks, such as maintaining records and handling policy renewals.
- Calculate costs of orders, and charge or forward invoices to appropriate accounts.
- Track the status of requisitions, contracts, and orders.
- Perform buying duties when necessary.
- Prepare purchase orders and send copies to suppliers and to departments originating requests.
- Compare prices, specifications, and delivery dates to determine the best bid among potential suppliers.
- Maintain knowledge of all organizational and governmental rules affecting purchases, and provide information about these rules to organization staff members and to vendors.
- Determine if inventory quantities are sufficient for needs, ordering more materials when necessary.
- Check shipments when they arrive to ensure that orders have been filled correctly and that goods meet specifications.
- Contact suppliers to schedule or expedite deliveries and to resolve shortages, missed or late deliveries, and other problems.
- Prepare, maintain, and review purchasing files, reports and price lists.
- Review requisition orders to verify accuracy, terminology, and specifications.
- Respond to customer and supplier inquiries about order status, changes, or cancellations.
- Monitor in-house inventory movement and complete inventory transfer forms for bookkeeping purposes.
- Compare suppliers' bills with bids and purchase orders to verify accuracy.
- Locate suppliers, using sources such as catalogs and the internet, and interview them to gather information about products to be ordered.
- Monitor contractor performance, recommending contract modifications when necessary.
- Prepare invitation-of-bid forms, and mail forms to supplier firms or distribute forms for public posting.
- Train and supervise subordinates and other staff.
- Calculate costs of orders, and charge or forward invoices to appropriate accounts.
- Approve and pay bills.
- Draw up contracts for advertising work, and collect payments due.
- Provide clients with estimates of the costs of advertising products or services.
- Prepare and deliver sales presentations to new and existing customers to sell new advertising programs and to protect and increase existing advertising.
- Maintain assigned account bases while developing new accounts.
- Locate and contact potential clients to offer advertising services.
- Explain to customers how specific types of advertising will help promote their products or services in the most effective way possible.
- Obtain and study information about clients' products, needs, problems, advertising history, and business practices to offer effective sales presentations and appropriate product assistance.
- Prepare promotional plans, sales literature, media kits, and sales contracts, using computer.
- Process all correspondence and paperwork related to accounts.
- Deliver advertising or illustration proofs to customers for approval.
- Inform customers of available options for advertisement artwork, and provide samples.
- Recommend appropriate sizes and formats for advertising, depending on medium used.
- Write copy as part of layout.
- Determine advertising medium to be used, and prepare sample advertisements within the selected medium for presentation to customers.
- Gather all relevant material for bid processes, and coordinate bidding and contract approval.
- Consult with company officials, sales departments, and advertising agencies to develop promotional plans.
- Identify new advertising markets, and propose products to serve them.
- Arrange for commercial taping sessions, and accompany clients to sessions.
- Attend sales meetings, industry trade shows, and training seminars to gather information, promote products, expand network of contacts, and increase knowledge.
- Write sales outlines for use by staff.
- Draw up contracts for advertising work, and collect payments due.
- Provide clients with estimates of the costs of advertising products or services.
- Calculate costs of materials, overhead, and other expenses, based on estimates, quotations and price lists.
- Prepare and process payroll information.
- Operate computers programmed with accounting software to record, store, and analyze information.
- Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
- Comply with federal, state, and company policies, procedures, and regulations.
- Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
- Receive, record, and bank cash, checks, and vouchers.
- Code documents according to company procedures.
- Perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal.
- Reconcile or note and report discrepancies found in records.
- Perform general office duties, such as filing, answering telephones, and handling routine correspondence.
- Access computerized financial information to answer general questions as well as those related to specific accounts.
- Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
- Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
- Match order forms with invoices, and record the necessary information.
- Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.
- Calculate and prepare checks for utilities, taxes, and other payments.
- Monitor status of loans and accounts to ensure that payments are up to date.
- Reconcile records of bank transactions.
- Compile budget data and documents, based on estimated revenues and expenses and previous budgets.
- Compare computer printouts to manually maintained journals to determine if they match.
- Transfer details from separate journals to general ledgers or data processing sheets.
- Complete and submit tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents.
- Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.
- Prepare purchase orders and expense reports.
- Prepare trial balances of books.
- Compile statistical, financial, accounting, or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses.
- Maintain inventory records.
- Calculate costs of materials, overhead, and other expenses, based on estimates, quotations and price lists.
- Prepare and process payroll information.
- Calculate bills according to record of repairs made, labor time, and parts used.
- Maintain, repair, and overhaul farm machinery and vehicles, such as tractors, harvesters, and irrigation systems.
- Dismantle defective machines for repair, using hand tools.
- Record details of repairs made and parts used.
- Reassemble machines and equipment following repair, testing operation and making adjustments, as necessary.
- Clean and lubricate parts.
- Test and replace electrical components and wiring, using test meters, soldering equipment, and hand tools.
- Tune or overhaul engines.
- Examine and listen to equipment, read inspection reports, and confer with customers to locate and diagnose malfunctions.
- Repair or replace defective parts, using hand tools, milling and woodworking machines, lathes, welding equipment, grinders, or saws.
- Drive trucks to haul tools and equipment for on-site repair of large machinery.
- Fabricate new metal parts, using drill presses, engine lathes, and other machine tools.
- Repair bent or torn sheet metal.
- Install and repair agricultural irrigation, plumbing, and sprinkler systems.
- Calculate bills according to record of repairs made, labor time, and parts used.
- Turn the taximeter on when passengers enter the cab, and turn it off when they reach the final destination.
- Collect fares or vouchers from passengers, and make change or issue receipts as necessary.
- Communicate with dispatchers by radio, telephone, or computer to exchange information and receive requests for passenger service.
- Complete accident reports when necessary.
- Determine fares based on trip distances and times, using taximeters and fee schedules, and announce fares to passengers.
- Drive taxicabs or privately owned vehicles to transport passengers.
- Follow relevant safety regulations and state laws governing vehicle operation, and ensure that passengers follow safety regulations.
- Notify dispatchers or company mechanics of vehicle problems.
- Perform minor vehicle repairs, such as cleaning spark plugs, or take vehicles to mechanics for servicing.
- Perform routine vehicle maintenance, such as regulating tire pressure and adding gasoline, oil, and water.
- Pick up passengers at prearranged locations, at taxi stands, or by cruising streets in high-traffic areas.
- Provide passengers with assistance entering and exiting vehicles, and help them with any luggage.
- Provide passengers with information or advice about the local area, points of interest, hotels, or restaurants.
- Report to taxicab services or garages to receive vehicle assignments.
- Test vehicle equipment, such as lights, brakes, horns, or windshield wipers, to ensure proper operation.
- Vacuum and clean interiors and wash and polish exteriors of automobiles.
- Turn the taximeter on when passengers enter the cab, and turn it off when they reach the final destination.
- Compute costs of records furnished to requesters, and write letters to obtain payment.
- Maintain files and control records to show correspondence activities.
- Read incoming correspondence to ascertain nature of writers' concerns and to determine disposition of correspondence.
- Gather records pertinent to specific problems, review them for completeness and accuracy, and attach records to correspondence as necessary.
- Prepare documents and correspondence, such as damage claims, credit and billing inquiries, invoices, and service complaints.
- Compile data from records to prepare periodic reports.
- 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.
- Route correspondence to other departments for reply.
- Ensure that money collected is properly recorded and secured.
- Process orders for goods requested in correspondence.
- Present clear and concise explanations of governing rules and regulations.
- 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.
- Compile data pertinent to manufacture of special products for customers.
- Type acknowledgment letters to persons sending correspondence.
- Complete form letters in response to requests or problems identified by correspondence.
- Confer with company personnel regarding feasibility of complying with writers' requests.
- Prepare records for shipment by certified mail.
- Compute costs of records furnished to requesters, and write letters to obtain payment.
- Calculate figures, such as required amounts of labor or materials, manufacturing costs, or wages, using pricing schedules, adding machines, calculators, or computers.
- Distribute production schedules or work orders to departments.
- Revise production schedules when required due to design changes, labor or material shortages, backlogs, or other interruptions, collaborating with management, marketing, sales, production, or engineering.
- Review documents, such as production schedules, work orders, or staffing tables, to determine personnel or materials requirements or material priorities.
- Arrange for delivery, assembly, or distribution of supplies or parts to expedite flow of materials and meet production schedules.
- Confer with establishment personnel, vendors, or customers to coordinate production or shipping activities and to resolve complaints or eliminate delays.
- Requisition and maintain inventories of materials or supplies necessary to meet production demands.
- Confer with department supervisors or other personnel to assess progress and discuss needed changes.
- Plan production commitments or timetables for business units, specific programs, or jobs, using sales forecasts.
- Compile information, such as production rates and progress, materials inventories, materials used, or customer information, so that status reports can be completed.
- Examine documents, materials, or products and monitor work processes to assess completeness, accuracy, and conformance to standards and specifications.
- Compile and prepare documentation related to production sequences, transportation, personnel schedules, or purchase, maintenance, or repair orders.
- Contact suppliers to verify shipment details.
- Record production data, including volume produced, consumption of raw materials, or quality control measures.
- Establish and prepare product construction directions and locations and information on required tools, materials, equipment, numbers of workers needed, and cost projections.
- Maintain files, such as maintenance records, bills of lading, or cost reports.
- Provide documentation and information to account for delays, difficulties, or changes to cost estimates.
- Calculate figures, such as required amounts of labor or materials, manufacturing costs, or wages, using pricing schedules, adding machines, calculators, or computers.
- Compute prices for services and receive payment, or provide supervisors with billing information.
- Read job orders to determine the type of work to be done, the quantities to be produced, and the materials needed.
- Deliver completed work.
- Place original copies in feed trays, feed originals into feed rolls, or position originals on tables beneath camera lenses.
- Sort, assemble, and proof completed work.
- Operate office machines such as high speed business photocopiers, readers, scanners, addressing machines, stencil-cutting machines, microfilm readers or printers, folding and inserting machines, bursters, and binder machines.
- Complete records of production, including work volumes and outputs, materials used, and any backlogs.
- Set up and adjust machines, regulating factors such as speed, ink flow, focus, and number of copies.
- Load machines with materials such as blank paper or film.
- Monitor machine operation, and make adjustments as necessary to ensure proper operation.
- Clean machines, perform minor repairs, and report major repair needs.
- File and store completed documents.
- Operate auxiliary machines such as collators, pad and tablet making machines, staplers, and paper punching, folding, cutting, and perforating machines.
- Maintain stock of supplies, and requisition any needed items.
- Prepare and process papers for use in scanning, microfilming, and microfiche.
- Clean and file master copies or plates.
- Cut copies apart and write identifying information, such as page numbers or titles, on copies.
- Move heat units and clamping frames over screen beds to form Braille impressions on pages, raising frames to release individual copies.
- Compute prices for services and receive payment, or provide supervisors with billing information.
- Calculate and quote rates for tours, stocks, insurance policies, or other products or services.
- Operate telephone switchboard to answer, screen, or forward calls, providing information, taking messages, or scheduling appointments.
- Greet persons entering establishment, determine nature and purpose of visit, and direct or escort them to specific destinations.
- Receive payment and record receipts for services.
- Schedule appointments and maintain and update appointment calendars.
- Transmit information or documents to customers, using computer, mail, or facsimile machine.
- Hear and resolve complaints from customers or the public.
- File and maintain records.
- Provide information about establishment, such as location of departments or offices, employees within the organization, or services provided.
- Perform administrative support tasks, such as proofreading, transcribing handwritten information, or operating calculators or computers to work with pay records, invoices, balance sheets, or other documents.
- Collect, sort, distribute, or prepare mail, messages, or courier deliveries.
- Perform duties, such as taking care of plants or straightening magazines to maintain lobby or reception area.
- Analyze data to determine answers to questions from customers or members of the public.
- Keep a current record of staff members' whereabouts and availability.
- Schedule space or equipment for special programs and prepare lists of participants.
- Process and prepare memos, correspondence, travel vouchers, or other documents.
- Enroll individuals to participate in programs and notify them of their acceptance.
- Take orders for merchandise or materials and send them to the proper departments to be filled.
- Calculate and quote rates for tours, stocks, insurance policies, or other products or services.
- Compute total charges for merchandise or services and shipping charges.
- Review orders for completeness according to reporting procedures and forward incomplete orders for further processing.
- Obtain customers' names, addresses, and billing information, product numbers, and specifications of items to be purchased, and enter this information on order forms.
- Recommend merchandise or services that will meet customers' needs.
- Inspect outgoing work for compliance with customers' specifications.
- Receive and respond to customer complaints.
- Check inventory records to determine availability of requested merchandise.
- Verify customer and order information for correctness, checking it against previously obtained information as necessary.
- Inform customers by mail or telephone of order information, such as unit prices, shipping dates, and any anticipated delays.
- File copies of orders received, or post orders on records.
- Notify departments when supplies of specific items are low, or when orders would deplete available supplies.
- Prepare invoices, shipping documents, and contracts.
- Confer with production, sales, shipping, warehouse, or common carrier personnel to expedite or trace shipments.
- Direct specified departments or units to prepare and ship orders to designated locations.
- Adjust inventory records to reflect product movement.
- Collect payment for merchandise, record transactions, and send items, such as checks or money orders for further processing.
- Calculate and compile order-related statistics, and prepare reports for management.
- Recommend type of packing or labeling needed on order.
- Attempt to sell additional merchandise or services to prospective or current customers by telephone or through visits.
- Compute total charges for merchandise or services and shipping charges.
- Compute bills, collect payments, and make change for guests.
- Greet, register, and assign rooms to guests of hotels or motels.
- Contact housekeeping or maintenance staff when guests report problems.
- Issue room keys and escort instructions to bellhops.
- Make and confirm reservations.
- Verify customers' credit, and establish how the customer will pay for the accommodation.
- Keep records of room availability and guests' accounts, manually or using computers.
- Post charges, such as those for rooms, food, liquor, or telephone calls, to ledgers, manually or by using computers.
- Review accounts and charges with guests during the check out process.
- Record guest comments or complaints, referring customers to managers as necessary.
- Transmit and receive messages, using telephones or telephone switchboards.
- Answer inquiries pertaining to hotel services, guest registration, and travel directions, or make recommendations regarding shopping, dining, or entertainment.
- Advise housekeeping staff when rooms have been vacated and are ready for cleaning.
- Perform bookkeeping activities, such as balancing accounts and conducting nightly audits.
- Clean and maintain lobby and common areas, such as restocking supplies and watering plants.
- Prepare for basic food service, such as setting up continental breakfast or coffee and tea supplies.
- Date-stamp, sort, and rack incoming mail and messages.
- Arrange tours, taxis, or restaurant reservations for customers.
- Deposit guests' valuables in hotel safes or safe-deposit boxes.
- Plan, schedule or supervise the work of other employees.
- Compute bills, collect payments, and make change for guests.
- Plan routes, itineraries, and accommodation details, and compute fares and fees, using schedules, rate books, and computers.
- Examine passenger documentation to determine destinations and to assign boarding passes.
- Trace lost, delayed, or misdirected baggage for customers.
- Check baggage and cargo and direct passengers to designated locations for loading.
- Provide boarding or disembarking assistance to passengers needing special assistance.
- Confer with customers to determine their service requirements and travel preferences.
- Announce arrival and departure information, using public address systems.
- Determine whether space is available on travel dates requested by customers, assigning requested spaces when available.
- Assemble and issue required documentation, such as tickets, travel insurance policies, or itineraries.
- Maintain computerized inventories of available passenger space and provide information on space reserved or available.
- Inform clients of essential travel information, such as travel times, transportation connections, or medical and visa requirements.
- Answer inquiries regarding information, such as schedules, accommodations, procedures, or policies.
- Make and confirm reservations for transportation and accommodations, using telephones, faxes, mail, and computers.
- Keep information facilities clean during operation.
- Provide clients with assistance in preparing required travel documents and forms.
- Prepare customer invoices and accept payment.
- Open or close information facilities.
- Provide customers with travel suggestions and information sources, such as guides, directories, brochures, or maps.
- Contact customers or travel agents to advise them of travel conveyance changes or to confirm reservations.
- Promote particular destinations, tour packages, and other travel services.
- Contact motel, hotel, resort, and travel operators to obtain current advertising literature.
- Plan routes, itineraries, and accommodation details, and compute fares and fees, using schedules, rate books, and computers.
- Prepare calculations for receipts and deliveries of oil and oil products.
- Signal other workers by telephone or radio to operate pumps, open and close valves, and check temperatures.
- Maintain and repair equipment, or report malfunctioning equipment to supervisors so that repairs can be scheduled.
- Monitor process indicators, instruments, gauges, and meters to detect and report any possible problems.
- Start pumps and open valves or use automated equipment to regulate the flow of oil in pipelines and into and out of tanks.
- Operate control panels to coordinate and regulate process variables such as temperature and pressure, and to direct product flow rate, according to process schedules.
- Verify that incoming and outgoing products are moving through the correct meters, and that meters are working properly.
- Patrol units to monitor the amount of oil in storage tanks, and to verify that activities and operations are safe, efficient, and in compliance with regulations.
- Plan movement of products through lines to processing, storage, and shipping units, using knowledge of system interconnections and capacities.
- Control or operate manifold and pumping systems to circulate liquids through a petroleum refinery.
- Operate auxiliary equipment and control multiple processing units during distilling or treating operations, moving controls that regulate valves, pumps, compressors, and auxiliary equipment.
- Collect product samples by turning bleeder valves, or by lowering containers into tanks to obtain oil samples.
- Read automatic gauges at specified intervals to determine the flow rate of oil into or from tanks, and the amount of oil in tanks.
- Synchronize activities with other pumphouses to ensure a continuous flow of products and a minimum of contamination between products.
- Record and compile operating data, instrument readings, documentation, and results of laboratory analyses.
- Conduct general housekeeping of units, including wiping up oil spills and performing general cleaning duties.
- Inspect pipelines, tightening connections and lubricating valves as necessary.
- Read and analyze specifications, schedules, logs, test results, and laboratory recommendations to determine how to set equipment controls to produce the required qualities and quantities of products.
- Perform tests to check the qualities and grades of products, such as assessing levels of bottom sediment, water, and foreign materials in oil samples, using centrifugal testers.
- Calculate test result values, using standard formulas.
- Clean interiors of processing units by circulating chemicals and solvents within units.
- Clamp seals around valves to secure tanks.
- Coordinate shutdowns and major projects.
- Lower thermometers into tanks to obtain temperature readings.
- Prepare calculations for receipts and deliveries of oil and oil products.
